New Year's Pensions Work-Out

I’d like to kick off 2011 by helping you with one of the most common new year resolutions – working off some of the excess weight that has built up over Christmas. Don’t worry, it won’t involve a webcast leading you through an aerobics session, but it will have you checking lots of client files which should test many both physically and mentally! On top of everything else that’s changing in the world of financial planning in 2011, we now have the government response to the age-75 consultation and the proposed draft legislation, which was published on 9 December. I have briefly summarised...