News

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DB to DC transfers: the member's perspective

Engaged Investor, Monday 15 June 2015

By James Baxter What members are really thinking when they explore the transfer option? James Baxter, an adviser at the coalface of these developments, explains.

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Will I breach the £1m lifetime pensions allowance?

Investors Chronicle, Friday 15 May 2015

By Moira O'Neill. This investor has a £500k Sipp, a defined-benefit pension and expects to hit the lifetime allowance for pensions.

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Final salary transfers: Why advisers' approach has changed forever

Retirement Planner, Tuesday 7 April 2015

By Kim Bendall. An article in Retirement Planner highlighting the need for an open mind and fresh approach to considering the final salary transfer option.

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