SJP uncovers regional pension splitting disparities
- Monday, 16 January 2023
- Articles
A study for wealth manager St James’s Place has revealed major regional differences in pension sharing on divorce, some of which could negatively affect women.
Read more...Claire Trott: Why the LTA is nothing to fear
- Friday, 30 April 2021
- Comment
I seem to spend a lot of my time discussing the lifetime allowance, so when it was announced in Budget 2021 that it would be frozen with immediate effect for the next five tax years I knew this would only increase these conversations.
Read more...Claire Trott: Why clients need pension knowledge too
- Tuesday, 26 January 2021
- Comment
As many of you will know, I am a big advocate for regulated financial advice. Not only is it essential throughout the accumulation stage, it is even more so in the decumulation stages of life.
Read more...Claire Trott: Tax-free cash scaremongering
- Thursday, 26 November 2020
- Comment
I spent several hours this morning poring over my old G60 manual to help work out some ‘scheme specific protected tax-free cash’ calculations in respect of some pre-2006 occupational pension scheme benefits for an adviser.
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