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  • Pension income planning
    28.04.2015
    ———— The future of pension income planning – not just final salary schemes! Upon hearing the liberations in pension legislation – mainly the flexibility over taking pension income, the financial press were fast to announce the end to lifetime pension annuities, but surely they do still have a place in the market? Many clients are now looking to transfer their final salary plans in order to take advantage of private …

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Home / Monthly Archives: November 2012

British student jets out to Qatar for work experience with Guardian Wealth Management
28.11.2012

Daisy Peters, a fifteen year old GCSE student from Ranelagh School, Bracknell, Berkshire, flew 3,627 miles to carry out a works experience program at Guardian Wealth Management, based at the QFC Tower West Bay. Looking to the future Daisy is hoping to study for a law degree at university. Daisy said “It has been very exciting to work in a real finance office and watching investments coming in. I have …

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Transferring to a QROPS or SIPP requires careful thought and preparation
16.11.2012

Transferring a pension to a QROPS is not for everyone and the decision to do this needs careful consideration and planning.There are some strict guidelines around what you can and can’t do which is why we recommend you take professional advice from an Independent Financial Advisor who is regulated.< In many cases there are some real benefits in transferring to a QROPS and with expert advice and guidance this can …

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