TimMatthias

Discussions

• Decumulation ATR Questionnaire

  96 views 2 comments 0 points Most recent by TimMatthias August 21General
• Unmarried couple investing £300K. Doesn't feel right to me.

  180 views 2 comments 0 points Most recent by TimMatthias June 19Technical stuff
• Onshore Bond in Trust. Trustee moved to USA.

  151 views 3 comments 0 points Most recent by TimMatthias June 11Technical stuff
• Lifetime Allowance Charge and MPAA problem

  178 views 4 comments 0 points Most recent by les_cameron February 9Technical stuff
• Investments for B-Corp company

  120 views 3 comments 0 points Most recent by TimMatthias December 2023General
• Smart Pension Charges

  56 views 0 comments 0 points Started by TimMatthias May 2023 Products & providers
• Bonus Sacrifice with Tapered Annual Allowance

  117 views 2 comments 0 points Most recent by TimMatthias May 2023Technical stuff
• Looks a bit pricey

  178 views 4 comments 0 points Most recent by Nath February 2023Products & providers
• Defaqto Platform Due Diligence

  128 views 3 comments 0 points Most recent by TimMatthias December 2022Technology & IT
• Any Personal Pension providers accepting low contributions? Only £56 p/m gross.

  146 views 5 comments 0 points Most recent by Anna03 May 2022Products & providers
• NHS 2015 Pension Scheme Benefits Trivial Commutation

  74 views 0 comments 0 points Started by TimMatthias February 2022 Products & providers
• Mifid 10% drop notifications

  84 views 0 comments 0 points Started by TimMatthias January 2022 General
• Fintegrate

  232 views 4 comments 0 points Most recent by TimMatthias June 2021Technology & IT