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7 compelling reasons to review your pension now

  If you find this article useful please click on our Facebook like and twitter buttons 1. Lack of ongoing advice The sad fact is that many pensions are not regularly reviewed by the advisers that have set them up for you. The problem is that investment funds...

Flexible Drawdown – Part 2

Here are a few advantages and disadvantages of Flexible Drawdown. Advantages Maximum tax-free cash lump sum can be taken at outset. The amount of income withdrawn can be varied each year to suit your circumstances. The remainder of the fund not used to provide income...

Client Case Study : Retirement Planning

Challenges Chris came to us with concerns about how he was going to be able to retire from his business. Chris is in his mid 40’s and has been running his company for over 20 years. Chris wanted to ensure that he had enough money to enjoy the rest of his life once he...

I don’t like pensions – so what are the alternatives

Please forgive the expression, but I hear these words all the time “pensions are crap” Clearly none of us want to work forever, so one way or another we are going to have to do something. Having decided not to work forever we can either build up a lump sum of money...

Removing the requirement to annuitize at age 75

The Treasury has, today, published a summary of the responses to the Consultation paper on removing the requirement to annuitize by age 75, together with draft legislation for further consultation, defining more clearly and with greater certainty the proposed rules. ...