Press
Lifetime allowance (LTA) protection
Lifetime allowance (LTA) protection was among the most popular technical queries our technical team received...
Blog
Moneyfacts - shortlisted in the 2021 Investment Life & Pensions Moneyfacts Awards
We are thrilled to have been shortlisted as finalists in the Best SIPP Provider and...
Press
Five top tips for land purchases
With an increasing number of advisers enquiring about land as commercial property in a SIPP,...
Press
Commercial property – challenges and opportunities
Pension Technical Manager Jessica List explores the options, challenges and opportunities commercial property offers, and...
Press
Beware connected parties trap in commercial property pension arrangements
Pension Technical Manager Jessica List looks at the connected party requirements business owner clients need...
Press
Purchasing plots through pension pots
Read Pension Technical Manager Jessica List’s case study of a client who wishes to purchase...
Press
Industry criticises govt's 'overly complex' pension age proposals
Pension Technical Manager Jessica List comments on the complex proposals for protected pension ages when...
Press
Tax doctor: Two friends, four pensions, one LTA
Pension Technical Manager Jessica List examines protected PCLS in the role of ‘Tax Doctor’ for...
Press
Watch out for lump sum recycling rules
Global Recycling Day took place in March and Pension Technical Manager Jessica List looked at...
Press
When tax-free pension cash can be anything but simple
Pension Technical Manager Jessica List explores how tax-free cash, or pension commencement lump sum (PCLS),...
Press
2020 Full year financial results
We are delighted to announce our 2020 Full Year Financial Results this morning. We made...
Press
Children as beneficiaries of pension death benefits
Pension Technical Manager Jessica List explores the flexible rules and subsequent scope for planning opportunities...