Returning to the workplace and pensions

By Amy Wood

…by pensions policy. Caitlin Southall, Pension Technical Manager speaks to Professional Paraplanner about returning to the workforce and the additional considerations when it comes to pensions. Read more here.  …

The Triple Lock is an unfair policy

By Amy Wood

…generations’ ability to save for their own retirement.” Caitlin Southall, Pension Technical Manager, speaks to Professional Paraplanner about how the Triple Lock is an unfair policy. Read more here  …

Pensions, tax and the political boot

By Amy Wood

Caitlin Southall, Pension Technical Manager, speaks to Professional Paraplanner about how paraplanners can help clients navigate inheritance tax and pension planning in the face of uncertainty. View the article here…

FCA’s advice/guidance review press reaction

By Amy Wood

…support, closing the ‘advice gap’. Caitlin Southall, Pension Technical Manager shares her thoughts with: IFA Magazine – View the article here. Professional Adviser – View the article here. Cover Magazine…