Louise Court’s Post

Your pension is tax-friendly, a great team player and a long-term ally providing you take some steps to reap the rewards of a sustainable pension pot. But here’s the good news – managing your pension doesn’t have to be a herculean task. In our latest article, Mark Endacott, Senior Director, Private Clients, outlines seven steps to consider to ensure your pension is best positioned to meet your long-term expectations. Click to read more. https://lnkd.in/e5Jeghp6 Capital at risk.

Why on average, after ten years, is the pension of those who receive financial advice 46% larger than that of those who do not?💡 In this morning's video, Conor O'Shaughnessy discusses how to check if your pension is working for you, upgrading or switching your plan and getting advice. With a wide range of options, control and flexibility, you can choose a pension plan that’s right for you with Elevate Financial Planning🚀

February was a great month for Pension Finance, at least it was for those sponsors who have been in what we refer to as a naive portfolio like the 60/40 mix that was the rule of thumb in the 1980s. On the other hand, for those portfolios that are heavily hedged or de-risked, progress has been steady but quite slow. In this month's update, we explore the potential benefits of a more aggressive portfolio and perhaps being ahead of the trend.

This week's personal financial tip is about maximising pension contributions. It's hard to do the subject justice in so few words but remember that if you are nearing the end of your career, now could well be your chance to make hay while the sun shines. There are two key reasons. Firstly, money you pay into your pension is unlikely to be inaccessible to you for long and, secondly, your earnings are probably at a high point which means that you could obtain very attractive tax-relief on your contributions.

Did you know that your clients might need guidance from a financial planner when navigating a pension transfer? 🤔 While your client may benefit from transferring their pension savings to a different provider, there are also some risks, such as scams. 💫 We can support your clients to make sure their pension transfers are safe and benefit their financial plan. Get in touch or click the link below to find out more. 👇 https://lnkd.in/e7fyX7Zv

The earlier you start thinking about your financial future, the better. Is it about time you started to think about your pension? 🤔 Maybe you’re starting to think about your pension and you’re worried about your portfolio performance and investment choices. A SIPP (Self Invested Personal Pension) could be a great way to put you in the driver’s seat 🚘 Take control and call the shots with your investments 📈 To find out more about the ii SIPP, head to the link below 👇 https://lnkd.in/ezzuDSFB

Did you know that your clients might need guidance from a financial planner when navigating a pension transfer? 🤔 While your client may benefit from transferring their pension savings to a different provider, there are also some risks, such as scams. 💫 We can support your clients to make sure their pension transfers are safe and benefit their financial plan. Get in touch or click the link below to find out more. 👇 https://lnkd.in/e3gBRbPw

How Pension Contributions Can Benefit Your Business? 💼 Business owners: Did you know that pension contributions could be a powerful tool in your tax planning strategy? By contributing to your pension through your business, you can: 1. Reduce your tax liabilities by treating contributions as an allowable business expense. 2. Grow personal wealth for retirement without compromising your cash flow. 3. Ensure long-term financial stability for you and your family, even after you step away from the business. 📉 Ready to take advantage of these tax-efficient strategies? Let’s chat about how pension planning can benefit you and your business. #BusinessFinance #TaxPlanning #PensionContributions #WealthManagement

The FCA prescribes the way redress in relation to defined benefit (DB) pension transfers is calculated. The amount of redress required varies significantly from case to case. As a result, when you receive a complaint it can be hard to know what your financial exposure would be if the complaint were upheld. To learn crucial insights on how to navigate this, read our latest guest blog as Sarah Abraham, Head of Pension Redress Services at First Actuarial, shares five helpful tips to help you understand how large redress might be. We've added a link in the comments below 👇

Did you know that your clients might need guidance from a financial planner when navigating a pension transfer? 🤔 While your client may benefit from transferring their pension savings to a different provider, there are also some risks, such as scams. 💫 We can support your clients to make sure their pension transfers are safe and benefit their financial plan. Get in touch or click the link below to find out more. 👇 https://lnkd.in/eAhDiWJG