Claire Trott: Pension achievements leave me in awe
- Wednesday, 19 September 2018
- Comment
I have just been giving a presentation on intergenerational planning in using SIPPs and SSAS and as ever I am in awe of what can be achieved using a pension these days.
Read more...Claire Trott: FOS complaints data - the real story
- Friday, 01 June 2018
- Comment
Here we are again looking at the annual review from the Financial Ombudsman Service of complaints they have received and dealt with in 2017-18.
Read more...Claire Trott: The dangers of default decumulation processes
- Wednesday, 25 April 2018
- Comment
In the final report of its inquiry into pension freedom and choice, the Work and Pensions Committee calls for a simple package of measures to create better informed, more engaged pensions savers – and offer a default decumulation pathway to protect the less engaged.
Read more...Claire Trott: Why contingent charging can be right for some
- Wednesday, 28 March 2018
- Comment
There isn’t anything wrong with a defined benefit transfer for the right person at the right time for the right reasons, but it is a complex decision. So rightly, I believe, there is the advice requirement but this can cause issues for those that can’t afford to pay for advice.
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