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Author: Zoe Mann

How the annual allowance is driving doctors out of the profession

June 17, 2022

By Zoe Mann

 Jessica List, Pension Technical Manager recently shared her thoughts in FTAdviser’s article ‘How the annual allowance is driving doctors out of the profession’. You can read the article and Jess’s thoughts in FTAdviser.

Defining a key role

June 15, 2022

By Zoe Mann

  Pension Technical Manager, Jessica List, takes a look at both the flexible and lesser known options for death benefits in defined contribution pensions, in June’s issue of Investment Life & Pensions Moneyfacts Group plc Magazine. Read the article on page 17.

Curtis Banks comments on the latest House of Commons Work and Pensions Committee Report on Pensions Freedoms

May 6, 2022

By Zoe Mann

  Pension Technical Manager Jessica List comments on the latest House of Commons Work and Pensions Committee Report on Pensions Freedoms. Read Jessica’s comments in IFA Magazine.

Inherit and exit is advisers’ next gen risk

May 4, 2022

By Zoe Mann

Should you involve family members in succession planning with clients? During Global Intergenerational Week, Jessica List, Pension Technical Manager takes a look at why doing just that may help in more ways than one. Read more in Money Marketing.  #intergenerationalweek

Less than 1/3 of advisers think providers give clear information about expression of wishes

May 4, 2022

By Zoe Mann

  In a recent poll we found that less than one third of advisers thought pension providers give clear and consistent information about how to complete expressions of wishes. Pension Technical Manager Jessica List comments on this and other key stats on advisers’ experiences of advising beneficiaries. Read more in IFA Magazine.

PLSA flags gap in adequate workplace pensions provision

April 27, 2022

By Zoe Mann

  The latest Pensions and Lifetime Savings Association survey highlighted that more than a quarter of savers with workplace pensions do not believe their current level of saving will be enough to live off in retirement. Jessica List, Pension Technical Manager shares her thoughts on the results in Professional Paraplanner.

Top tips for spring cleaning a pension

April 5, 2022

By Zoe Mann

  Jessica List shares ways you can give your pension an annual freshen up to dust away those retirement cobwebs. Read it in IFA Magazine.

Flipping Properties – Unsuitable activity within a SIPP

April 5, 2022

By Zoe Mann

  Flipping properties? Think again. Read more about why “flipping properties”, also known as property trading, is not such a good idea when it comes to pensions, in Jessica List’s latest article in April’s issue of Professional Paraplanner.

Unusual tax year end planning tips from Curtis Banks

March 25, 2022

By Zoe Mann

  Jessica List, Pension Technical Manager, shares the unusual tax year end planning tips that many may overlook when it comes to this time of year. Make sure you’re up to date by reading it in IFA Magazine

How advisers can make the most of the tax year-end

March 23, 2022

By Zoe Mann

  Pension Technical Manager Jessica List features on Citywire’s weekly ‘Advice Show’ podcast to discuss how advisers can make the most of tax-year end for both clients and their own businesses and staff. Listen on the Citywire website.

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