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18th June 2018

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

in 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 [...]
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18th June 2018

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

in Financial advice, Retirement planning
The numbers might look attractive and there are stories in the press of people pocketing hundreds of thousands through a final salary pension transfer. There are lots of disadvantages of a final salary pension transfer though and here are seven reasons to take stock of the reality of leaving a defined benefit scheme. Reliance Your [...]
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13th June 2018

Most people who invest a pension have no fail safe against falling ill

in Financial education, Later life, Retirement planning, Thought leadership
Originally published by thisismoney.co.uk 29/05/18 Four out of five retirees in income drawdown have no 'lasting power of attorney' set up, finds Zurich Investing a pension involves keeping on top of funds throughout your old age Having an LPA set up means someone you appointed takes over if you are ill If not, families face [...]
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