SA96

Discussions

• Decumulation Advice - What does your firm do?

  100 views 4 comments 0 points Most recent by SA96 July 2025General
• Enhanced Protection with no protected lump sum?

  159 views 9 comments 0 points Most recent by PoppySheppard January 26Technical stuff
• People who took PCLS before the Budget and returned it using "cancellation rights"

  442 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Enhanced Protection and Transitional Certificate

  103 views 3 comments 0 points Most recent by SA96 September 2024Technical stuff
• Trustees paying for the life cover of the settlor?

  96 views 2 comments 0 points Most recent by SA96 August 2024Technical stuff
• Existing Clients - Ad hoc Withdrawals

  213 views 4 comments 0 points Most recent by SA96 August 2024General
• Clients who are using the pension for IHT - When do you take the lump sum?

  190 views 1 comment 0 points Most recent by les_cameron June 2024Technical stuff
• SIPP provider that facilitates charity contributions via payroll?

  185 views 2 comments 0 points Most recent by richardgough May 2024Technical stuff
• VCTs - Ongoing Advice Fees?

  411 views 3 comments 0 points Most recent by benjaminfabi April 2024Technical stuff
• McCloud Remedy - What to contribute?

  234 views 2 comments 0 points Most recent by Sean_Fernyhough March 2024Technical stuff
• Pension Term Assurance (PTA)

  186 views 4 comments 0 points Most recent by SA96 February 2024Technical stuff
• Paraplanner and Adviser Pay

  545 views 2 comments 0 points Most recent by Clare_Weight March 2022General