Northface
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agree with the posters, O&M have a factsheet on this from memory, the scheme should give a value at dols of say £500 pa as an example, the scheme should tell you if this is a fixed figure at dols or one that revalues, normally at non gmp rates. …
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Standard Life have a good techzone article on this, it is a quirk of pre april 2016 sp deferral.
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Hi what do you mean by sense checker? cheers
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@ChrisHindle1 said: I've had various requests for the CRP mentioned above. Apologies to those who I haven't got back to you. I've attached a copy for all to see. Please use as you see fit. Certainly not the finished article, but hopefully …
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@ChrisHindle1 said: Hi @Northface, Hi Chris please email hmkbel@gmail.com much obliged Thanks
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Agree with Caro. Not building up further excess benefits as a deferred member so can ignore.
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good stuff, we are doing it just have to formalise it. agree that its partly internal education.
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cheers Rich.
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@ChristineM if they have sought advice on the matter or not I would be careful that the matter is covered by a letter expanding on the risks e.g. reduction in potential future income, MPAA and if any alternatives were considered which I guess not.…
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@AndyRichards said: We've just started to use i4c - really impressed with it so far. They've also just been bought by intelliflo I believe so have considerable financial backing. https://i4csoftware.co.uk Hi Andy, does this use sto…
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mon plaisir
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have a word with Curtis Banks. an issue on repatriation is the currency it arrives into the UK which here I am guessing will be euro. so in simple terms you will need access to a fx account in the receiving scheme as most Providers in the UK now wil…
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are you looking to bring it to the UK?
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Its a retirement options report - consider options for Client - whats most suitable to client needs and whats being recommended. If giving up income for PCLS the effect of that on future income (less income but capital today). Escalation of benefits…
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We use OM Pension (for TVAS & TVC). Had a look at the O&M Solutions version just launched and it looks ok too. Wouldn't take on the OM version if you do this infrequently but we like its output even though its not the cheapest and could have…
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not any more, anyone who provides this type of service is insane.
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From what perspective are you looking at this? As an Owner, advisor or paraplanner or combination?
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Hi Colin have you chosen a Provider for this? OMW and Transact from memory can do it. You will need all the relevant wind up docs and the scheme administrator will need to complete, this can get messy if the member is the scheme administrator if …
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The PFS Gold standard document is very useful and OMW produced a very good advantages vs disadvantages document of the DB transfer decision ideal for triage.