Thinking of passing down wealth to your children? Here are our top tips on wealth transfer - sanlam.co.uk/Insights/Point…

Thinking of passing down wealth to your children? Here are our top tips on wealth transfer - sanlam.co.uk/Insights/Point…

Some of the concerns raised around pension sharing relate to whether there are restrictions on how an ex-spouse/ex-civil partner can take benefits relating to their pension credit. In this article, Sanlam UK's Beverley Davies examines the detailed answers. illuminate.nucleusfinancial.com/blog/finer-poi…

Since the #pension reforms were introduced in 2015, clients can have a flexible #retirement income strategy that is suitable for them. Since then, how has the client demand shifted post-pension freedoms? Julia Peake gives some insight. illuminate.nucleusfinancial.com/blog/client-de…

Pensions should be the first port of call for clients looking to fund their #retirement – they are, after all, one of the most tax-efficient ways to save. However, there can be times when #pensions may not be the only solution says Julia Peake. illuminate.nucleusfinancial.com/blog/theres-mo…

According to Sanlam UK’s study, The Generation Game, 43% of under-45s risk not having enough money to sufficiently fund their retirement #pensions bit.ly/2wHqigK

Pensions tax relief faces cut as government seeks funding for NHS zpr.io/633ih

Andrew Tully: FCA has given much-needed clarity on pension transfers moneymarketing.co.uk/andrew-tully-f…

Our financial planning experts have produced useful case study examples on how you can help maximise your clients pension contributions at tax year end. spr.ly/6012EpUTu

Such a privilege being one of the judges on the panel for this year's ‘Women in Financial Advice Awards'. The deadline for nominations is 18th February. The link to nominate is: bit.ly/3HW1W6E #WiFA2022 #professionaladviser #womeninfinancialadvice #awards

For those looking for some extra CPD here’s a piece I wrote for FT Adviser on the changes to dividend taxation and looking at the benefits investment bonds for clients ftadviser.com/ftadviser-focu…

What’s on your client’s retirement bucket list? Follow us on a journey as we look at how the flexibility of our Retirement Account can give your clients the retirement they really want. canadalife.co.uk/bucketlist #retirement #retirementplanning #financialservices

Andrew Tully, technical director at Canada Life UK Adviser outlines how to help clients make the best decisions around pensions, rebuild savings after divorce and treat any transfer of assets in a CGT-efficient manner moneymarketing.co.uk/opinion/divorc…

Are you a trustee? 1 September 2022 is the deadline for registering your trust with the Trust Registration Service (TRS). Visit our TRS hub for help and advice: bit.ly/3AImQoB #hmrc #trustee #tax #trustregistrationservice

Are you overlooking duty of care with trustee clients? moneymarketing.co.uk/analysis/are-y…

Great day at our first Illuminate Live event in London today with Andrew Tully, Julia Peake and Simon Greenman. See you next week Birmingham and Leeds. Sign up here. hubs.li/Q02prGHC0 #illuminatelive

The gender pensions gap is a critical issue that must be addressed, especially during vulnerable times. Discover how we can support and empower women to secure their financial futures. #GenderPensionsGap #FinancialEquality moneymarketing.co.uk/opinion/nucleu…