Pension Transfers

Transferring from your company pension – or not…. Recent changes in the way many final salary pension schemes are valued have led to a significant increase in the resulting values….

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Pension Planning

  It’s a bit of a recurring theme I’m afraid, but then it is part of what we do! As I write we are in the busy, end of tax…

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State Pension Triple Lock

State Pension Triple Lock – A guarantee that might not be! Introduced in 2010 the Triple lock guaranteed to increase the State Pension each year by the higher of:- Inflation Average…

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Student Loans

Student Loans – Investment or Millstone? Now that the RPI figure for March has been set at 3.1% it means that student loans from September 17 will be 6.1%, an increase…

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LISA

The new Lifetime ISA (LISA) From April 6th you will be able to start saving in to the new LISA (if you can find a provider that offers one!). Contributions…

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