Paraplanning

• 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

• 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

More Articles

• Bankruptcy – are pensions protected?

  

  Joshua Croft, technical consultant at AJ Bell examines the rules

• ISA estate planning – growing opportunities and use of the APS

  

  The number of ISA millionaires is growing. Joshua Croft, technical consultant at AJ Bell, considers the need for ISA estate planning and the opportunities this offers advice firms.

• 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

• 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

• 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.

• Structured products in the 10-years since the Financial Crisis

  

  Structured products have proved to be one of the best performers over the past decade, with 88% producing a positive result for investors

• What makes for the ideal paraplanner?

  

  Michelle Hoskin of Standards International sets out key principles and behaviours she believes make for the paraplanner advice businesses need both now and in the future