Archive for July 2018
Why You Don’t Need A TVAS Report
A TVAS or Transfer Value Analysis report is a tool that Financial Advisors use when carrying out Final Salary Pension Transfer Analysis. It used to be an FCA requirement that you had to have one in order to be recommended a transfer. Despite the FCA guidelines we are still routinely being asked to provide TVAS reports…
Read MoreRetirement income planning? You need to consider these 7 things
Retirement income planning? You need to consider these 7 things Retirement is a time for you to do the things you’ve always wanted. So it’s important to plan your finances accordingly. When working out how much money you’ll need in retirement you need to consider not only the type of day to day lifestyle that you…
Read More5 common pension mistakes to avoid
We recently read a story of a man who had emigrated to spain leaving an old private pension invested in the UK. He planned to use the pension to support him and his wife through their retirement. But, when he finally contacted his pension firm to access his pension pot he had a nasty surprise.…
Read MoreWhy you need to set a retirement date
One Of The Best Pieces Of Retirement Advice You’ll Receive may also be one of the simplest. Setting A Retirement Date is not hard, so why are so many people failing to do it? Research by Standard Life[1] shows that most over-45s are not making plans to match their hopes for the future. Although 86% of people aged…
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