News by: William Robins
Talbot and Muir’s Flexible Retirement Account offers scheme pension in retirement as well as investment in private equity.
Dealing with closed life offices is the most challenging aspect of paraplanning, according to the director of Lime Outsourcing Paraplanning.
MGS Financial’s Gareth Reynolds looks at the bigger picture of a client’s wealth, savings and aspirations to agree on an objective before risk profiling and advising on investments.
We look into the AJ Bell Platinum Sipp, the specialist commercial property offering that allows part ownership and syndicated purchases.
Sipp provider Suffolk Life has acquired advice firm Pearson Jones' Sipp book for an undisclosed sum.
This week the spotlight is on the Xafinity Sipp, which holds 1,200 varied commercial properties in its stable.
Sarah Jubb talks about the natural progression from administration into a paraplanning role.
Lee Smythe of Smythe & Walter uses risk-targeted multi-asset funds in personal pensions and offers a bespoke approach through DFMs for those who require it.
This week the spotlight shines on the Rowanmoor Family Sipp, which offers an unlimited range of fund choice.