The Latest
Ensuring client understanding in pensions transfer advice
How can you ensure a client understands the advice and the recommendations being made in a pension transfer case? ATEB Consulting’s Steve Bailey looks at what COBS says, and where advice firms make mistakes
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SSAS and IHT planning
Stephen McPhillips, technical sales director, Dentons Pension Management uses a case study to spotlight how using a SSAS in pension planning can help to mitigate inheritance tax
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5 ways your productivity can be improved
Shyamal Parikh, founder of SmartTask, an online work management tool, suggests five ways task management can contribute to your productivity
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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
Featured
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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
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Cyber resilience within financial advice firms
ATEB Consulting’s Steve Bailey looks at ways financial advice firms can guard their businesses against cybercrime
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Real world vs the numbers
A common error of financial markets is to ignore the facts on the ground, says David Jane, manager of Miton’s multi asset fund range
