christerry, Author at Adviser Business Review

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

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

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

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

Bankruptcy – are pensions protected?

Joshua Croft, technical consultant at AJ Bell examines the rules

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.

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

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

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

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

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.

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