The Latest
Feedback on CP 19/25 from 1825
Transferring from a DB scheme is a life critical decision and requires high quality, skilled and impartial advice. Colin Dyer, National Advice Manager at 1825, looks at some of the key issues for financial advice firms
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Points to consider when clients access DC pensions early through ill-health
Important planning points when advising clients looking to access their pension early
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Using a SSAS as a loan source
SSAS offer an often overlooked source of finance available to clients, says Stephen McPhillips, Technical Sales Director, Dentons Pension Management
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Are crypto currencies right for your clients?
Daniele Mensi, CEO of Nexthash looks beyond the headlines and what constitutes a viable crypto investment and where blockchain investment platforms fit in.
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Is it time to rework the refund rules?
GIven the massive issues that are being caused by the annual allowance, if the limit stays the same then HMRC needs to rework the refund rules, suggests AJ Bell’s Gareth James
Featured
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Fair treatment of vulnerable clients –guidance and approach
ATEB Consulting’s Steve Bailey considers the FCA’s consultation on vulnerable clients, identifying who is a vulnerable client and how aspects such as Principles for Businessesand the TCF outcomes are relevant.
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Paraplanner and compliance training courses opened by Art of Finance for northern cohorts
The Art of Finance has opened registration for the January cohort of the Paraplanner and Compliance courses which will take place in Darlington.
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Pensions Dashboards – a positive disrupter
Michael Roe, development director, Origo, sees the pensions dashboards as a catalyst for positive change in the industry
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Spectre of AI and the threat to wealth managers
What threat does AI pose to family offices and wealth managers in what portends to be a rapidly changing world? Farnoush Farsiar founder of Plato Capital
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Pension offsetting on divorce – where and when not to use it
Martin Jones, technical team leader at AJ Bell, looks at when offsetting might be a useful solution and when it’s best avoided
