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Advice

uncategorised

Certainly not convinced that Unit Linked Guarantees are right.......

Question: Certainly not convinced that Unit Linked Guarantees are right for all my clients - please can you give an outline to the terms and conditions provided by Aegon?

clock 02 November 2009 •

UK

UK Equities is a rather broad subject matter…....

Question: UK Equities is a rather broad subject matter….What current equity funds do the panel suggest as an attractive proposition for a new investor?

clock 29 October 2009 •

Income

Can I still buy an annuity after purchasing one of your income protection plans?

Question: Can I still buy an annuity after purchasing one of your income protection plans? What are the positives and negatives against such a move?

clock 29 October 2009 •

Income

I have found that Income Drawdown is a complex area of retirement planning and isn't suitable for my clients......

Question: I have found that Income Drawdown is a complex area of retirement planning and isn't suitable for my clients. I am however open to change and I am keen to investigate further opportunities for my clients. Can the panel each tell me what the...

clock 29 October 2009 •

uncategorised

Excuse my ignorance, but what are Unit Linked Guarantees?

Question: Excuse my ignorance, but what are Unit Linked Guarantees?

clock 28 October 2009 •

Income

I have found Income Drawdown funds and products from a variety of providers to be remarkably similar to a personal pension......

Question: I have found Income Drawdown funds and products from a variety of providers to be remarkably similar to a personal pension. What assurances can my clients receive that an Income Drawdown plan is a more viable option or separate alternative?...

clock 27 October 2009 •

uncategorised

Once my client has invested in an Income Drawdown Product......

Question: Once my client has invested in an Income Drawdown Product, what are the implications from starting taking income straight away?

clock 26 October 2009 •

uncategorised

Ask the Experts: Pensions

Question: What are the implications of your policies if I die before and after the age of 75?

clock 23 October 2009 •

uncategorised

I am getting more frustrated with pensions in general...

Ask the Experts

clock 21 October 2009 •

uncategorised

What is situation for clients who already have crystallised pension benefits by transferring to a SIPP?

Ask the Experts

clock 05 October 2009 •
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