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pension planning

Professional Adviser
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Mark Gaywood, director, Anglo Irish Bank (IoM), takes a look at pension planning, and recommends that it is something every IFA should think about when looking at a balanced portfolio for clients

Many IFAs spend so much time and energy servicing the short and medium-term needs of their clients that it is perhaps not surprising that long-term pension planning can be a bit of a Cinderella topic. This is a pity because many clients - especially those working as expatriates or for multinational companies - face special challenges when it comes to pension provision. However, the good news is that, when it comes to pension planning, expats also have unique opportunities not available to everyone else. Many IFAs know this, of course. They also understand that providing help and advice...

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