With the end of another tax year quickly approaching, many will be thinking about paying into an ISA or a pension. Our Principal Adviser, Michael Garvey, outlines the reasons why some would choose to pay into a Personal Pension or an ISA. With the deadline of the 5 April for maximising ISA and pension subscriptions, […]
Tag: Pension advice Scotland
“Pension Transfers continue to rise…”
With more coverage in the Glasgow Herald this past weekend, our Pension Specialist Adviser, Michael Garvey, talks about the continuing trend of clients looking to transfer out of their Final Salary pension. Final Salary pension transfers remain topical as the number of individuals transferring out of final salary (defined benefit) pension schemes continues to reach […]
Final Salary Pension Transfers – are they worth the risk?
The number of individuals transferring out of final salary (defined benefit) pension schemes has reached new highs as evidenced by the reported increase in transfer volumes. Willis Towers Watson – the prominent defined benefit pension administrator – for example reported that pension transfers out of their clients’ schemes had increased by a factor of 500% […]
We are Recruiting…
Paraplanner: Salary: up to £38,000 + pension We are eager to identify a suitable candidate to fill a Paraplanning role within our firm. The successful applicant will be Level 4 qualified and will have some experience of dealing with high net worth financial planning scenarios; Chartered status would be an advantage. Full funding of further […]