The site for Paraplanners and Paraplanning in the UK
Posts tagged as:
Dominic Brooks, Winterthur’s Pension Development Manager, examines the additional issues involved when a plan includes a Guaranteed Minimum Pension (GMP) element.
Client options
Our clients’ options are to leave the benefits where they are or move them to a replacement S32, or to a personal pension. The first problem lies in finding an alternative provider willing to [...]
{ 1 comment }
One of my favourite SIPP providers is SIPPcentre and they have today announced that they will accept Protected Rights transfers from 12 May. They have produced a briefing document which you can download here. As the DWP still only permits Protected Rights within a SIPP to be held in cash until October, the funds will [...]
{ 0 comments }
I don’t know about you but I have seen quite a few TVAS calculations so far this year with only a small minority producing critical yields within the range I would deem to be worthy of consideration for a transfer. A lot of this has to do with the way in which transfer values are [...]
{ 0 comments }
