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The Impact of Sequential Returns Risk on Retirement Income Planning

in Investments, Retirement planning
Why professional advice is essential for keeping clients on track in the face of sequential returns risk Assets fluctuate in value, it’s the nature of investing. But watching a new portfolio experience volatility can be painful for an investor who has prioritised retirement income planning. Long-term investors can choose to weather these ups and downs [...]

Ask the IFA: Should I transfer my final salary pension?

in Financial advice, Pensions transfer, Retirement planning
There really is no way of knowing whether you should transfer your final salary pension without gaining a deep understanding of your personal circumstances. We speak to plenty of people who say they want to transfer out of their final salary pension scheme regardless of our view, but there's logic to an adviser's recommendation. Our [...]

Ask the IFA: What are the advantages of a final salary pension transfer?

in Pensions transfer, Retirement planning
Wren Sterling is authorised to advise on a defined benefit or final salary pension transfer. We are often asked about the advantages of a transfer, especially as transfer values are historically high at the moment. Here are eight advantages of a final salary pension transfer - but it's important to stress that there may be [...]