Will My Partner Get My Pension When I Die?

Will My Partner Get My Pension When I Die?

This is an important question that many people are asking.  The answer can be complex, and depends on two things: What is the legal status of your relationship What type of pension plan do you hold Let’s look at the relationships first. There tend to be the following...
Celebrating 1 Year Of Pension Freedom

Celebrating 1 Year Of Pension Freedom

It’s 1 year since the legislation changed to allow deferred members of Defined Benefits take 25% out in cash and reinvest the rest in an ARF. Find out more about why we are so excited about this change in the legislation here.

Pension Case Study: Mary

Pension Case Study: Mary

We recently met with a pension client who we’ll call Mary. Mary’s pension scheme had a large deficit. Learn how we helped her get the most from her pension.

Pension Case Study: Joan

Pension Case Study: Joan

Sometimes it’s not in the client’s best interest to retire early. See how we can advise you if we believe it’s not the best option for you.

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