This month we celebrated Toni's 10th anniversary at Whitehall.
The end of the current 2023/24 tax year is fast approaching and we would like to remind you to check your contribution allowances sooner rather than later.
We hosted our first charity event of 2024 on Valentine's day, with a beautiful grazing table and raffle- organised by our charity representatives Sam and Jerilee.
The Finance Act 2024 has received Royal Assent, meaning the legislation to remove the Lifetime Allowance will take effect from 6 April 2024.
Thank you to everyone who has submitted their nominations in the Investment Life and Pensions Moneyfacts Awards 2024.
A piece written by our Director Richard Mattison was published in FT Adviser, discussing possible changes that could
With the new year comes a chance for a fresh start, new goals, and new dreams.
Two months before the deadline, we have successfully completed PSRs (Pension Scheme Returns) for all our 1800 schemes!
Important: We are not financial advisers: If you are a client acting without advice from a financial adviser who is authorised and regulated by the Financial Conduct Authority, we strongly suggest that you seek advice before establishing a pension scheme with us or making any investment or pension transfer decisions. If you do not already have an Independent Financial Adviser, information can be obtained from www.unbiased.co.uk or telephone 0800 085 3250.
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