Retirement
‘Large tax bills’ to hit savers without LTA protection
So far, over 300,000 people have applied to HMRC to safeguard against changes
South Africa shelves social security reforms
Proposals ‘were not well understood and misrepresented’ and more clarification is needed
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