Pension Technical Manager Jessica List discusses clients who might need to draw on pension savings as a result of the COVID-19 pandemic and if they would be better to take tax-free cash than risk triggering the money purchase annual allowance in New Model Adviser.
SSAS: key questions answered
Head of Key Accounts & Third Party Relationships Charlie Dewey answers the key questions of...
Death benefit discretion problems revisited
Pension Technical Manager Jessica List revisits the issues surrounding discretionary death benefits in her latest...
Getting to grips with pension sharing orders
Pension Technical Manager Jessica List uses one of our Meet the Joneses intergenerational planning case studies...
Pension Freedoms five years on
Pension Technical Manager Jessica List considers what has changed five years on from the introduction...