Planning

• 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

• 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

• Points to consider when clients access DC pensions early through ill-health

  

  Important planning points when advising clients looking to access their pension early

More Articles

• 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

• 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.

• 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

• 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

• Pensions Dashboards – a positive disrupter

  

  Michael Roe, development director, Origo, sees the pensions dashboards as a catalyst for positive change in the industry

• It’s a Mad, Mad, Mad world – reading the signals of the global economy

  

  With global economic signals all seeming to flash red, what can we expect next? asks Douglas Kearney, investment director, Intelligent Pensions

• Neil Woodford, investment success and regression to the mean

  

  To what extent is investment manager success a factor of randomness and investors’ susceptibility to being fooled by it?

• 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

• Post Brexit healthcare issues for expats

  

  EU healthcare and what clients need to bear in mind post Brexit.

• Do your ongoing reviews deliver value for money?

  

  With value for money a key focus of the FCA’s yet to be completed reviews of RDR and FAMR, Steve Bailey, director of compliance firm ATEB Consulting, considers best practice for advice firms