SIPP or SSAS – what’s the best option for your client?
August 23, 2022
When we’re speaking to financial advisers and planners to discuss the self-invested pension options for their clients, there’s one question …
Category: Technical info
2 key considerations for clients looking to transfer an overseas pension scheme
July 26, 2022
You have recently read about the ways IPM can help clients who live overseas but still have UK pension benefits. …
How our SIPP can really add value if you have overseas pension clients
July 26, 2022
According to recent statistics from iexpats, there are more than 5.5 million Brits living outside the UK, with this number …
Looking to transfer a pension to IPM? Get your hands on a new transfer pack to make things easier
May 17, 2022
You recently read about the changes introduced in November 2021 by The Occupational and Personal Pension Schemes (Conditions for Transfers) …
3 useful tips to cope with the new pension transfer regulations, and what the rules mean for you and your clients
May 17, 2022
On 30 November 2021, the government introduced new pension transfer regulations with the aim of further protecting savers from falling …
How pension contributions could help mitigate the National Insurance and Dividend Tax rises
March 24, 2022
Employer contributions to pensions have been a longstanding feature of an individual’s remuneration package, even before the introduction of auto-enrolment …