Death, debts, a wedding and 4 DB Pensions – Paraplanner’s tricky client case
- Tuesday, 10 April 2018
- Articles
A Paraplanning boss has detailed how she dealt with a client who faced the “very rare” circumstances of four defined benefit pensions alongside personal pensions and lifetime allowance tax issues.
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- Friday, 25 November 2016
- Comment
Showing my age, one of my all time favourite Motown songs is: “The world is like a great big onion” by Marvin Gaye and Tammi Terrell. I am reminded of this classic at every budget or autumn statement because our pensions world has been growing like an onion – with layer upon layer of complexity added almost every time the Chancellor gets to his feet.
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