Retirement
Best Practice | 2 Sep 21
Beware the allure of large pension increase exchanges
A bigger slice of the PIE may not necessarily be in a client’s best interests
FCA review of DB redress guidance is a ‘sensible measure’
Firms should ‘assess complaints about unsuitable advice fairly, consistently and promptly’
What are the benefits of an international savings/pension plan?
Portability, wider fund ranges, currency options and tax all play a role in attracting expats
Wealthtech provider unveils digital Sipp
To make it more accessible to fintech firms and their clients
UK clients can still afford to retire to Europe
Majority should be able to meet minimum income requirements and obtain residency permits
