Blog

Happy and Peaceful Christmas

We would like to wish all our clients and professional connections a very Happy Christmas and a Prosperous New Year. We thank you for your business and the trust you have placed in us throughout the year. We each began 2019 with our own goals, objectives and expectations. Some have retired... Read more

Government to pay annual allowance charges for clinicians for 2019/20

NHS England has confirmed that any clinician incurring an annual allowance charge in 2019/20 will have this paid for by the government. In view of the impact that pension rules are having on senior NHS staff and their ability to work their normal hours, and with winter bringing the usual rise in... Read more

Market Summary November 2019

NEST introduces discretionary payment option for death benefits

NEST, the ‘Not for Profit’ Work place pension provider, is at last introducing a new option to give its members greater choice about their death benefits which will allow for the inheritance tax freedoms that most other pensions receive. Nest members can now either nominate a beneficiary or opt... Read more

NHS doctors and pensions: update

The Department of Health and Social Care will shortly open a new public consultation proposing full flexibility over the amount senior doctors put into their pension pots. This replaces the previous 50:50 proposal put forward last month (which was heavily criticised). Starting from April 2020,... Read more

Testimonials

Working with the team has given me confidence in dealing with the very complex options in today's pension environment.

Jeff from Derbyshire

I was really pleased with the amount of time my Advisor took in explaining the proposals. I was also pleased that he was so patient with my questioning - trying to understand financial matters when One isn't as familiar with them as the Advisor can be challenging but Paul has been great, listened to us and answered all our queries clearly

Chris of Milton Keynes

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