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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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Bankruptcy – are pensions protected?
Joshua Croft, technical consultant at AJ Bell examines the rules
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New structured product offering income and growth on FTSE CSDI underlying
Mariana and Lowes Structured Investment Centre have launched the 10:10 Income & Growth Plan, a structured product that combines the opportunity for quarterly income payments and for capital gain at maturity after three years or more.
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Could now be the time to reassess drawdown investment pathways?
Covid-19 has delayed the implementation of investment pathways for drawdown, giving the FCA a perfect opportunity to reassess the rules
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Your brand matters and should be protected
Brand identity is paramount to staying memorable, especially when it has been grown on reputation. As such, it needs protecting, says Mathys & Squire’s Adela Dinca
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We call this creationism
Success businesses are built on hard work, maximising potential and improving execution, says Dominic Berger financial adviser for Angel Business Club. “The grass is always greener…”. There are many catchphrases that … Continued
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Business resilience post-Covid
Businesses that want to remain resilient beyond the current pandemic need to maximise their technology investments, says Mark Barlow, CEO at AppLearn
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DB pension transfer – consideration of death benefits and life cover
Consideration needs to be given to life cover options when firms are assessing suitability of a DB pensions transfer, says ATEB Consulting’s Steve Bailey.
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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
