Client Case Study (#02)

by George on September 11, 2013

I get an email. A guy has been diagnosed with abdominal cancer and given 12 months to live. He is married with four children, one just a few months old. Chemotherapy due to start soon. Good job with huge Death-in-Service benefit which will pay off the mortgage, but little in way of savings. Five bits of pension […]

I get an email. A guy has been diagnosed with abdominal cancer and given 12 months to live. He is married with four children, one just a few months old. Chemotherapy due to start soon. Good job with huge Death-in-Service benefit which will pay off the mortgage, but little in way of savings. Five bits of pension […]

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Client Case Study (#01)

by George on March 25, 2013

CancerIFA Client Case Study My own encounter with throat cancer in 2007 has led to a string of referrals asking me what to do when diagnosed? Mostly, these are from other financial advisers (my client has cancer, what do I do?) GPs and more rarely from the cancer sufferer themselves. Typically, this has resulted in […]

CancerIFA Client Case Study My own encounter with throat cancer in 2007 has led to a string of referrals asking me what to do when diagnosed? Mostly, these are from other financial advisers (my client has cancer, what do I do?) GPs and more rarely from the cancer sufferer themselves. Typically, this has resulted in […]

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Between a Rock and a Hard Place

March 16, 2013

Your Biggest Ever NEST egg Always good to catch up with friends and great to see pension guru Steve Bee again. Just before auto enrolment kicks off, it is sobering to realise that the new NEST pension scheme does not provide compliance or any advice to employers. That is extra and during our meeting the […]

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The Financial Effects of Cancer – What to do when the Money Stops

March 16, 2013

Getting on with Life We live, we work, we earn, we manage and then we are told we have got cancer. While medical science improves – better detection, more cases giving a larger client database for doctors to work out an effective treatment, better technology and new drugs, the financial remedies have not changed so […]

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Battles Lost?

March 16, 2013

You win some, you lose some After months of trying, my quest for more flexibility in releasing pension funds for the terminally-ill hits the buffers or to be more accurate, is shunted into the sidings. With your pension and with normal life expectancy, you will usually take tax-free cash and buy an annuity giving you […]

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Battles Lost?

March 16, 2013

You win some, you lose some After months of trying, my quest for more flexibility in releasing pension funds for the terminally-ill hits the buffers or to be more accurate, is shunted into the sidings. With your pension and with normal life expectancy, you will usually take tax-free cash and buy an annuity giving you […]

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The Right Pieces of Paper

March 16, 2013

An Enquiry Early January and it’s a bit quiet. A short email arrives: “What happens to pension benefits if you die before taking them? Do they die with you?” The answer here is usually No, but more on this later. This develops into a string of emails where the lady’s questions are answered with links […]

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Barbara Delinsky

June 14, 2012

Barbara Delinsky Uplift : Secrets from the Sisterhood of Breast Cancer Survivors Amazon.com Review A book as uplifting as the disease it discusses is tragic, Uplift is an inspiring collection of voices of breast cancer survivors. Barbara Delinsky, author of The Woman Next Door and other novels, and herself a survivor of breast cancer, presents […]

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A Life Fast Forward – Alex Lewis

June 14, 2012

A Life Fast Forward (from http://www.bbc.co.uk/news/magazine-14184720 ) Diagnosed at 17 with bone cancer, Alex Lewis underwent intensive treatment but knew he wanted to cram as much life as possible into the time he had left. In three years he experienced what some people take a lifetime to achieve, including meeting and marrying the love of […]

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I Will if you Will

June 14, 2012

Last Will & Testament Wills seem to be in the news again or at least on BBC Radio 4 this morning. Curiously, writing wills is regulated in Scotland but not south of the border. Most people do not get round to writing one including quite a few solicitors, so there is a raft of rules […]

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