DB or DC? – achieving the right client outcome

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DB or DC? – achieving the right client outcome

December 13th, 2016

Demand for DB transfer advice is soaring on the back of high transfer values and pensions freedoms. Most will be best served by staying with DB, but there will be others who could achieve a better outcome by taking control … Continued

Autumn Statement 2016 – what it means

November 23rd, 2016

Philip Hammond’s first Autumn Statement didn’t contain any major tax or pensions changes that have any immediate impact for you or your clients. This means advisers can plan for the tax year end with confidence and clarity. There was welcome news … Continued

The Great British Pound Crash

November 3rd, 2016

What’s been behind sterling’s significant devaluation and what are the implications? Holly Cassell, Assistant Manager of the Neptune UK Mid Cap Fund, looks at the Great British Pound Crash and the implications for investors in an article that originally appeared … Continued

Trump for president?

March 24th, 2016

Building walls not bridges: To what extent does Trump pose a danger for financial markets? M&G’s Richard Woolnough said this week that a victory for Donald Trump in the US election would be more of a concern for markets than … Continued

Budget 2016 – what this means for you

March 16th, 2016

It’s business as usual for pension saving as the Chancellor confirmed there will be no imminent changes to pension tax relief. And the introduction of the new LISA saving vehicle from April 2017 adds another attractive complementary option to the … Continued

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