Bulletin 31 – June 2013

In this issue we focus on:

  • Your State Pension – is it worth deferring?
  • Drawdown and Pension flexibility

If you would like to comment on any points raised in this bulletin, just add your comments in the box below, and hit submit. We would love to hear from you and will do our best to get back to you.

pdficon_small Click here to read the full bulletin.

0 comments on “Bulletin 31 – June 2013

Leave a Reply

Your email address will not be published.

*

  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr C.CPML set up our SSAS in 1998 and has looked after us ever since. The relationship started when our accountant suggested to my business partner and me that we should consider using an independent financial adviser to best place the monies in our pension plans rather than leave them with one large international insurance company.
  • When a Small Self Administered Scheme replaced a SIPPThere are many differences between what a Small Self Administered Scheme (SSAS) and a SIPP are allowed to do. This case study shows how armed with that knowledge we were able to recommend a SSAS as the right and most effective solution to the needs of two of our existing» Read More