Jessica List: Five things advisers should remember about carry forward

Looking back to plan future contributions

clock • 4 min read
Jessica List: "Carry forward requires clients and advisers to look back in order to make a plan to move forwards, and it has been made more complicated over the years by other amendments to the pension rules."
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Jessica List: "Carry forward requires clients and advisers to look back in order to make a plan to move forwards, and it has been made more complicated over the years by other amendments to the pension rules."

A new client's pension contribution history can be patchy, writes Jessica List, who outlines five easily forgotten points about carry forward rules for advisers

When looking into a new client's pension savings, you might discover that their contribution history is patchy at best. It might take some work to piece together what the client has done in the past...

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