Are you Wise enough?
Providing sound financial advice or referring your clients to the right source of information is vital for will writers, as it ensures clients are getting the most out of their savings and investments, as well as leaving a satisfactory plan and legacy. Various schemes, such as Pension Wise, have been introduced to make unbiased and […]
Warning goes out to advisers about death benefit options
Hidden away from public interest lies the shocking truth that many large pension providers are thought to not provide. These providers are said to be not allowing beneficiaries to access savings that are bequeathed to them using the flexi-access drawdown process. Money that is left to be inherited is often collected in a lump sum […]