Client trends August 2019:
HNWIs get proactive on savings, pensions and fees
Derisory savings rates, the threat of pension scams – or gender-based shortfalls – along with excessive investment management fees are all hot topics as the mercury rises this August.
What HNWIs need to know about final salary transfers…
Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.
For medical professionals: Avoid pension planning emergencies
Recent government changes are really shaking up pension planning for medical professionals, but a few simple steps can ensure a fruitful retirement, explains Tom Skinner, […]
