Again, who is the client? While it is always best to start with a positive message, when writing a blog, sometimes it is difficult. Another unholy pension mess lands on …

Again, who is the client? While it is always best to start with a positive message, when writing a blog, sometimes it is difficult. Another unholy pension mess lands on …
The Chartered Financial Planners logos have been updated by the Chartered Insurance Institute (CII) and apply to individuals and corporate Chartered members. The Yardsick Agency have produced a handy checklist …
The offer of free financial advice has been a bugbear of ours since the 1990s. The recent announcement by British Gas, and other utility companies, stating that the increase in …
I feel compelled to follow up my old article about Investment Liquidity originally written and published in International Adviser several years ago. My concerns, and many predictions, have come to …
This is an update of an article about holistic financial planning that I wrote for International Adviser exactly 4 years ago. There have been a lot of changes since, pension …
I have written this article, QROPS exit penalties, following a recent enquiry we received, combined with the recent UK Government proposals to ban excessive charges linked to the transfer of …
QROPS and SIPPS on IFA Websites I saw an interesting conversation on Twitter about what should not be on an IFA’s website, leading me to look at QROPS and SIPPs …
Cash in your Pension Cash in your pension and use the money NOW, scream the adverts, and give your loved ones access to funds when you are gone. It sounds …
Guaranteed Benefit Pension Transfers to QROPS and SIPPs There has been a leap in requests for final salary reviews and pension transfers to QROPS and SIPPs, driven by the high …
This is a warning about the use of QROPS in Spain which have been a significant focus of overseas expat advisers known as IFAs. Given the large numbers of UK …