Amanda Newman Smith

Amanda Newman Smith

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What next for DB pension transfer advice?

Pension freedoms have opened defined benefit members’ eyes to the mouth-watering fear advicefer values currently on offer if they give up their guaranteed benefits and move to a defined contribution scheme. At the same time, the FCA’s requirement that people transferring out of a DB scheme with a value of £30,000 or more must take […]

Profile: Menzies’ Ben Simpson on why accountancy links add up

A small financial planning firm that is part of a bigger organisation has the best of both worlds, according to Menzies Wealth Management chief executive Ben Simpson. Being a subsidiary of accountancy firm Menzies, which has a network of six offices across central London, Surrey, Hampshire and Cardiff, gives Menzies Wealth Management a number of advantages. […]

Profile: Ian Wilkinson on the perils of pension transfer advice

Rutherford Wilkinson’s boss on why he decided to stop doing DB transfers, and why he feels he’s been vindicated A year after chartered financial planner Rutherford Wilkinson stopped advising on defined benefit transfers, managing director Ian Wilkinson is convinced it was the right thing to do. He says: “We took the decision to withdraw from this […]

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Marrying film and finance to engage clients

It is often said aspiring writers should write about what they know. So when Solomons IFA principal financial planner Dominic Thomas started a financial planning blog on his website, it made sense to weave in his love of the arts. Thomas uses references to the plots of films, television shows, plays and books in his […]