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Over the last few weeks I have been lucky enough to do a number of sessions addressing financial advisers, either at their team meetings or under the guise of the IFP, PFS or IOFS. The hot topic? Without question the proposed Budget changes and the opportunities and possible pitfalls that the new regime might hold.
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Talbot & Muir, a Sipp and SSAS specialist, has linked with Rathbones to provide access to their discretionary fund manager offering for clients of the Talbot & Muir Simple Retirement Account (SRA).
Rowanmoor, a SSAS provider and a bespoke Sipp and Family Pension Trust (Family Sipp) operator, is offering new scheme practitioner services for SSAS trustees looking for professional support.
Adviser research from Skandia International has uncovered that 22% of advisers have experienced problems with a trust arrangement ending in a dispute when family members are appointed as trustees.
AMPS Conference attendees say that the death of annuities is premature but the lifetime allowance must go. Some 77% of attendees agreed that the lifetime allowance should be abolished.
Men anticipate annual retirement income of £47,000, twice the £24,000 women hope to see, according to a new study which underlines the disparity between men and women when it comes to pensions.
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