Block transfers have been in operation for 15 just shy of 15 years now. Here Charlene Young highlights the pitfalls to avoid to ensure you don’t break the chain...
The journey from lockdown purgatory to ‘new normal’ paradise requires a stronger focus on mental as well as physical health, writes Chris Read
Three options available
Justin Corliss looks at the reasons why drawdown transfers are just not happening and whether things will change when 'Assessing Suitability Part 2' hits
Against Paul Steel and Jacqueline Foster
As the tax year-end approaches, Neil MacGillivray provides a brief reminder of the tapered annual allowance, and how advisers can ensure their clients retirement planning remains tax efficient