The Latest
Why carry forward could be more beneficial this tax year
The disruption to business of Covid could mean for some clients carry forward proves to be more beneficial than in other years, says Lisa Webster, senior technical consultant at AJ Bell
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Should you use a SIPP or a SSAS?
There are key differences that make each the best to use depending on clients’ needs. Stephen McPhillips, technical sales director, Dentons Pension Management Limited delves into the details Pensions’ A-Day … Continued
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Threat to lifetime allowance protection on scheme buy-out
A flaw in the rules could lead to the loss of lifetime allowance protection on scheme buy-out. Charlene Young, senior technical consultant at AJ Bell explains
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Pensions in-specie transfers – when, why and how to make a transfer
Dentons’ Stephen McPhillips looks at the reasons for in-specie transfers of assets between pensions schemes, which assets typically it applies to, who can authorise a transfer and the process involved
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Pension transfers – how to ensure client understanding
Steve Bailey of ATEB Consulting, points to COBS for direction and offers eight conclusions to help advice firms achieve that client understanding
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Block transfers – why use them and how they work
Jessica List, Pension Technical manager, Curtis Banks, examines the reasons why clients may want or need to carry out a block transfer to protect pension benefits and the rules applying to the transfer
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Picking up the pieces – how advisers can help after a market sell-off
By Mickey Morrissey, head of distribution, Smith & Williamson Investment Management
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Not just about ‘keeping the lights on’
Operating under lockdown conditions during the current crisis has meant going beyond maintaining systems and services, says Anthony Rafferty, Managing Director of Fintech Origo
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Why and how power of attorney should be put in place for clients
Grant Blakey, technical consultant at AJ Bell, considers the importance of your client’s having a power of attorney in place, the benefits of doing so and potential drawbacks if not.
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GDPR for advice firms 2020
Steve Bailey, director of ATEB Consulting, reviews GDPR two years on from its implementation in the UK and provides some practical tips.
