Elaine Turtle, Director at DP Pensions, looks at a SIPP case where a fiercely independent client comes to realise the value of advice.
This Bulletin contains information about recent changes that the Scottish Government have announced regarding Scottish Income Tax rates and allowances for the 2018/19 tax year.
Elaine Turtle, Director at DP Pensions, talks about the FCA’s recent discussion paper DP18/1: Effective competition in non-workplace pensions.
We thought it would be helpful to provide you with information regarding our deadlines for receiving contributions and New SIPPs for the tax year end as well as to let you know that we have updated some of our literature.
Elaine Turtle, Director at DP Pensions, discusses that the run up to the end of the tax year can be a very busy time for advisers and is an ideal time to ensure that clients review their expression of wishes form.
Elaine Turtle, Director at DP Pensions, runs through the difficulties of pensions and divorce and urges clients not to leave it to the lawyers before thinking about how pots will be divided.
Elaine Turtle, Director at DP Pensions, discusses how normally the end of the year is quiet in terms of changes to the pensions industry, but 2017 bucked this trend with a very sensible move by the Scottish government.
We thought it would be helpful to provide you with information which you may find useful regarding our services. This update is based on our understanding of the recent changes to pensions law and regulation.
Elaine Turtle, Director at DP Pensions, discusses why crypto currency could be toxic.
This bulletin contains information about recent developments regarding the Money Purchase Annual Allowance (MPAA) which may affect our clients. Please read the information carefully and contact your financial adviser if you have any queries.