As your personal circumstances and legislation change, we believe that it is important to keep you up to date with the latest information. We do this by providing you with:
Within our last Newsletter, I mentioned the importance of ensuring that the ‘Expression of Wish’ in relation to your Personal Pension is completed in such a way as to give …
Continue reading “Channelling Pension Funds to the Right Beneficiary”
Payment of Death Benefits from a Personal Pension An issue I mention in every Financial Planning Review (ad nauseum some might say!) is to ensure that your ‘Expression of Wish’ …
Our first Newsletter of 2019, and I hope that the new year has started well for you and that you are looking forward to some exciting things over the next …
It has been three years since the so-called ‘pensions freedoms’ came into effect, opening up the ability to draw from your pension funds without limit. There was an initial media …
Continue reading “Are You Spending Too Little In Your Later Years?”
This year has seen the long awaited implementation of two major pieces of legislation. I am not sure ‘long awaited’ by whom exactly, other than the regulators and, whilst their …
Continue reading “MiFID II and GDPR – Don’t We Just Love Those Acronyms!”