cash-equivalent transfer value

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 […]

The Right Pieces of Paper

by George on 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 […]