Though partial defined benefit (DB) transfers can be seen as a "perfect solution", according to Andrew Tully, having such an option available does not necessarily make it right for a client.
Speaking at the 2019 Retirement Planner Forum on Friday (14 June), the Canada Life technical director told delegates partial transfers should not be seen as a silver bullet to deal with the issues surrounding...
Financial wellbeing strategy launch
Fell into administration this year
Wider reform desperately needed
SIPP claims up 114% year on year
Includes Rory Percival and many more
To help meet savings goals
Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...
Adjustment to value of unquoted assets
Regulator outlines adviser expectations for 2020