A week of financial advice
Saturday, 29 July 2017
Here are some of the issues we have been advising clients on over the last week: A client approached us for advice on his final salary pension, which promises an unusually generous level of income gi ...
Final salary pension transfer client example
Monday, 8 May 2017
What did the client ask us to do? The client, a consultant from the south east of England who has just retired, asked us to provide advice on the transfer of his £1.5m final salary pension to a SIPP ...
Assets under management reach £30m
Wednesday, 3 May 2017
We are delighted to say that the amount of pension and investment money we manage for our clients has reached £30,000,000, up from £20,000,000 this time last year. Welcome to all our new clients, an ...
Client story - When not to transfer a defined benefit pension
Monday, 20 March 2017
What did the client want? He asked us to transfer his two defined benefit pensions into a SIPP. He had been to other IFAs but found their fees too high. His reasons to transfer were as follows: The ...
A pension boost for cohabiting couples
Monday, 13 February 2017
A woman has won the right to inherit her deceased partner’s pension, despite the fact that they were not married or in a civil partnership, and he had not completed a “nomination form” naming he ...
Help to buy mortgage scheme ends
Tuesday, 3 January 2017
The government's flagship Help to Buy Mortgage Guarantee scheme, for homebuyers with a 5% deposit, ended on December 31st. It is estimated that more than 100,000 people bought a home using the scheme. ...