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Casebook: Using a SSAS in complex planning

Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.
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Allianz's Dye becomes ABI chair after sudden exit of Blanc

The ABI has selected Allianz Insurance chief executive Jon Dye to be its new chair following the sudden resignation of predecessor Amanda Blanc last week.
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XPS Pensions Group joins STAR initiative

XPS Pensions Group (XPS) has joined the STAR initiative.
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Transfer values and activity stabilise over June

Transfer values fell slightly during June 2019, as the number of DB transfers over the month also fell marginally.
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1 in 5 retirees are ‘pensioner millionaires’ study finds

Analysis of Government figures by pension and investment firm Aegon has found there are 840,000 retired couples in the UK who have a weekly income which would cost more than £1.15m if bought as an annuity.
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  1. SIPPs investment parking firms go into administration
  2. Mattioli Woods managing director to stand down
  3. Pension changes could cause £260bn ‘accounting gap’
  4. Defaqto releases guide to pensions drawdown

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Features Article Count:  4

Insight & Analysis Article Count:  3

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