by Andrew Little | Mar 9, 2021 | News, Plan Well
Surely January 1 makes more sense? It’s good enough for the US, France, Germany, Spain, Ireland and even Jersey (a British dependency) right? Aside from a last-minute rush during the festive season (presumably affecting yuletide happiness) is there any other reason to...
by Andrew Little | Feb 3, 2021 | Tips & Advice
The number of pension scam alerts skyrocketed in 2020, tripling between January and December. By the end of the year, 76% of all transfers showed at least one warning sign of a potential scam according to figures from XPS Pensions Group – a consultancy that tracks the...
by Andrew Little | Jan 6, 2021 | Plan Well, Tips & Advice
Defined benefit / Final Salary transfer schemes were very popular with established companies, and still are today. Unless you are the ‘one-life-one-company’ sort of person, you will have a frozen defined benefit pension with one (or more) previous employers, and you...
by Andrew Little | Nov 4, 2020 | Tips & Advice
Recently a long-term client of an IFA almost got caught out in a complex scam. Having received funds from a maturity just before his retirement, he wished to protect his assets from the ups and downs of the stock market – looking online for an investment. His search...
by Andrew Little | Nov 4, 2020 | Plan Well
The institute for Fiscal Studies believe that 3.5 million self-employed workers are not currently saving into a pension. Research shows the level of people saving has dropped from 48% in 1998 to just 16% of all self-employed people in 2018. This shocking figure comes...
