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Moving Pensions

Moving a defined contribution pension (DC) is not as easy as some clients think, because advisers invariably have to do a fair bit of groundwork, and it’s not as simple to merely fill in a form and off you go. What any adviser needs to do if they are looking at a...

Apathy

The biggest danger that I see all the time – and almost in every direction is APATHY. On a few occasions when I have been asked to transfer money from a self-invest platform to our advised platform, I come across cases where people have made their investments some...