Why keeping death benefit nominations up to date is so important for your clients
July 14, 2020
Judging by the work we have been carrying out over recent months, the lockdown enforced by Covid-19 has given people …
Category: Technical info
2 Budget pension changes you should know about
April 16, 2020
Traditionally, the build-up to any Budget has included speculation as to what changes are going to be made to pension …
The Top 5 items on our Christmas wish list this year
December 16, 2019
Recent years have seen fewer changes to pension and SIPP (Self-Invested Personal Pension) legislation than we’ve historically been used to. …
New ‘wake-up packs’ come into force in November 2019
November 12, 2019
Since Pension Freedoms were introduced in April 2015, the FCA has been monitoring how the retirement income market has evolved. …
SIPP or SSAS? What you and your clients need to know
September 18, 2019
If your client is looking to set up an investment regulated pension scheme, then they’ll probably be interested in a …
Death benefits, SIPPs and the tax advantages – a case study
June 17, 2019
We’ve already looked this month at how death benefits are treated in a SIPP and the estate-planning advantages. To help …