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.
Author: 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.
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.
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
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.
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.
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? 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.
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
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.