Pension Transfer – SIPPs

Pension Transfer – SIPPs

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...
The year 2021 reviewed

The year 2021 reviewed

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...
Annual allowance extension for NHS staff

Annual allowance extension for NHS staff

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...
Self-representation

Self-representation

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...