3 practical areas to consider if your client wants to move their SIPP or SSAS
January 18, 2023
Looking back over 2022, one of the most frequent conversations we had with financial advisers was about SIPPs with other …
Category: Technical info
Your 10 most-read articles in 2022 – here’s everything you need to know about SIPPs
December 13, 2022
2022 has been an uncertain and unpredictable year. In January, it would have been hard to imagine we’d now be …
SIPPs and divorce – some useful scenarios you may encounter
November 28, 2022
You recently read about some the key areas for advisers to consider when a client is getting divorced and how …
SIPPs and divorce – what you and your clients need to know
November 28, 2022
It has been well documented over recent years that divorce rates in the UK are rising. The BBC reports that …
SIPP or SSAS – what’s the best option for your client?
August 23, 2022
When we’re speaking to financial advisers and planners to discuss the self-invested pension options for their clients, there’s one question …
2 key considerations for clients looking to transfer an overseas pension scheme
July 26, 2022
You have recently read about the ways IPM can help clients who live overseas but still have UK pension benefits. …