Why take advice? The Financial Conduct Authority (FCA) produced a report called the Retirement Outcomes Review (MS16/1.3) in June 2018 which commented on how benefits were being taken since the Pension Freedom and Choice...
News
Do you have money invested in an ISA? There may be a better place for this money!
Published: 10th December 2014
Do you have money invested in an ISA? There may be a better place for this money! Investing in an ISA has been a very attractive option and this is being extended by the government in the budget announcement. Next year (...
Final Salary Pension Schemes – Warning
Published: 11th July 2014
Final Salary Pension Schemes This will effect you if you have a deferred Final Salary Pension plan or Defined Benefit Pension. If you are a deferred member, i.e., you have left your employer but the pension is not due fo...
Take advantage of your ISA allowance
Published: 4th July 2014
Take advantage of your ISA allowance The ISA allowance has been increased to £15,000 per individual from 1 July 2014. The Government has created the New ISA (NISA) with a £15,000 limit to make the system “...
The Budget 2014 – Key Changes To The Annuity & Drawdown Market
Published: 27th March 2014
Budget 2014 – The key changes for annuities In summary, it’s business as normal with a little added flexibility. Changes from 27 March 2014 to defined contribution (DC) pension pots (Personal Pensions): The...