by Greg Vaughan | Jan 17, 2023 | Doctor and NHS Pensions, Pension Advice
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Dr H’s FSAVC Pension Plan sale by Sun Life Financial of Canada Dr H first got in touch in 2015 but, unusually, did not become a client until 2021. In 2015...
by Greg Vaughan | Nov 24, 2022 | Pension Advice
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mr M’s FSAVC Pension Plan with Aviva Mr M is in his early 60s and spent his whole career as a teacher, joining the profession at age 23. In the early...
by Greg Vaughan | Mar 15, 2022 | Pension Advice
Beware of advisers offering a pot of gold A continuing theme in the mis-selling of pensions is that of transferring old company scheme retirement pots into Self-Invested Personal Pension Plans (SIPPs) Although cold calling has been banned, I continue to be...
by Greg Vaughan | Jan 7, 2022 | Pension Advice
The year 2021 reviewed. 2021 continued to be a very busy year, particularly in the area of pension mis-selling claims. Fortunately, business was largely unaffected by the pandemic. Many clients are recommended by existing clients and simply call or email for a...
by Greg Vaughan | Oct 9, 2020 | Pension Advice
Avoid paying the annual allowance charge which could be an additional 45%. What is the annual allowance? The annual allowance is the amount of pension savings an individual can make in one year before receiving a tax charge. The standard annual allowance limit has...
by Greg Vaughan | Sep 10, 2019 | Pension Advice
One question which I am asked perhaps more than any other by prospective clients is “Can I not make a mis-selling claim myself?” The answer, of course, is yes. You can outline your concerns to the firm which gave you advice and if you are not happy with their response...
