Jun 29, 2017 | Big Opportunity
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.
Mar 13, 2017 | Media
What happens in the event of a pension scheme wind up? How does the money get allocated?
Mar 2, 2017 | Case Studies
3 Financial Experts who have made the move to cash in their pensions early.
Feb 27, 2017 | Case Studies
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.
Feb 18, 2017 | Case Studies
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.
Feb 14, 2017 | Big Opportunity
What has happened? On 22 June 2016, The Minister for Finance, amended long standing retirement rules and extended access to the flexible option of an Approved Retirement Fund or ARF options to all Buy Out Bonds. What does this mean for you? If you are a deferred...
Jan 29, 2017 | Case Studies
We met with a client called Susan who was made redundant 9 years before her retirement age. Here’s how we used an early payout of her pension to help secure a more regular income for her.