To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions.
One of the many unintended consequences of the new pension freedoms is that, while technically people can cash in their pensions, the reality is most providers are unwilling to carry the can should things go wrong. This is most problematic with defined benefits schemes, where the existing scheme will not facilitate encashment. Instead, members must […]
The introduction of pension freedoms and the end of the tax year have had advisers rushed off their feet of late. But we now have a bit more time to consider the way forward while the sun shines and the spring bulbs bloom. I have not seen many Lamborghinis around town so Steve Webb’s, perhaps […]
I have been reading the commentary and social media activity around the recent BACK2Y conference with huge interest. I should probably declare some interests here. I went to the first conference last year and would have gone again this year if not for a diary clash. I have known and respected founder Paul Armson for […]
US rate rise: A new era to buy and hold quality By Felix Wintle, Head of US Equities Watch Felix Wintle discuss the US’s first rate rising cycle in a decade and why he believes a focus on quality stocks will be key for outperformance in this environment. In the video Felix discusses: The impact […]
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