Why Review Your Plans?
When I review financial plans for my clients, I generally have three clear objectives.
- Saving them money
- Improving benefits
- Ensuring that the plan remains appropriate
Saving money requires no explanation, but is obviously always well received.
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Using Your Personal Allowances
I often meet married couples where the pension plans are all in the husband’s name. For many this is the traditional way for retirement planning. However, they could be missing out on a simple piece of tax planning.
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An Employers Obligation
Employers are often confused about their obligations when it comes to providing a pension scheme for their staff.
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Passive vs Active Fund Management
Proponents of passive funds argue that that most fund managers underperform the index. Their seemingly logical conclusion is that a fund that simply tracks the index is a good way to invest and offers equity returns at low cost.
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