The ‘Staging’ process for the auto-enrolment of workers into a workplace pension scheme is now coming to an end. Most employers will therefore have a qualifying workplace pension up and … Read More
Keeping your pension pot safe from pension scammers
More than £42m has been lost to ‘pension liberation fraud’1 or pension scams since the April 2014 pension freedoms announcement. Pension scams actively target people’s pension funds and statistics are … Read More
Addressing the pensions pot gender gap
In a recent report by Aegon*, there is both good and bad news regarding the size of the average pension pot held by people in the UK. The good news … Read More
The value of financial advice – what the statistics say
It can be difficult to put a value on a service such as financial advice, where there are so many variables to appraise, however a recent report by the International … Read More
Case Study 1 – Using ‘small pot’ pension rules to maximise available cash
Mrs W is a 55-year-old woman who came to us with the aim of using her pension fund to clear her existing debt of £29,000, because she was having difficulty … Read More