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Pension Transfers, Getting The Right Advice

All About Pensions – Pension Transfers, Getting The Right Advice So you have now got together a good personal statement and you have given thought to your retirement lifestyle goals and needs plan. Now is the time to ensure that you are getting the right advice. This...

Political uncertainty may slow down pension changes

Does political uncertainty impacts pension planning? The political uncertainty has thrown into doubt government plans around the "triple-lock", state retirement age, social care system and issues such as winter fuel allowance means testing. A hung parliament may put...

Help! My Mum’s asked me for pensions advice!

Help! My Mum's asked me for pensions advice. Telegraph Money Article Pension Freedoms have allowed for increased flexibility when planning your retirement. This excellent article from Telegraph Money highlights some of the challenges and major considerations,...

Pension Transfers, Lifestyle Goals and Needs

Pension Transfers, Lifestyle Goals and Needs Planning your retirement lifestyle goals and needs requires carefully attention so that you can be sure of financial wellbeing and able to enjoy your later years. A good place to start is to consider what you might plan or...

Defined Benefit Pensions, Transfer Values

Defined Benefit Pensions, Transfer Values One of the first steps that you should take when considering transferring your Defined Benefit pension to a more flexible plan is to ensure that you have collected the relevant information on all of your life-time savings....

Pension Freedoms, what has happened in the first two years?

Pension Freedoms, what has happened in the first two years? It has been two years since Pension Freedoms were introduced. This review by Telegraph Money explores what has happened in the pension savings and drawdown market and what types of investments might sustain...

Navigating Defined Benefit Pension Options

Pensions can be complex and daunting.  At each stage of your life, whilst accumulating your savings there are many things to consider and with what seems like constantly changing pensions regulation seeking out a trusted adviser who can provide clear advice has never been more important. Follow these three steps to carefully consider your options.

Defined Benefit Pensions – Plenty To Consider

Defined Benefit Pensions Transfers, plenty to consider. Advisors must ensure that they work with their clients to consider all aspects of a pensions transfer. In addition to considering the retirement lifestyle planning it is important that an advisor reviews all...