pension trustees

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 […]

Battles Lost?

by George on 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 […]

Battles Lost?

by George on 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 […]