Part II: Protecting against pension scams
In the second part of this podcast special, we're back with Damian Smyth, Head of Sales at James Hay, and Neil MacGillivray, Head of Technical Support...
James Hay Podcast
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About
The podcast is for Financial Advisers only and is an invaluable source of technical resources covering the latest expert insight on pensions, tax and trust legislation. In a time when changes to legislation are frequent and increasingly complex, we appreciate the demands on financial advisers to interpret legislative change and assess the impact on clients. Providing accurate information – often at short notice – can make the difference when developing long-term successful client relationships. For more information visit The Technical Hub on the James Hay website www.jameshay.co.uk
Part I: Protecting against pension scams
According to the Pension Scams Industry Group, a voluntary body of providers and trade associations, around 40,000 pension holders may have been defra...
Supporting Vulnerable Clients
The 2020 Financial Lives Survey indicated that 46% of UK adults could be considered vulnerable, and even more so since the pandemic took hold in March...
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With the Budget imminent and another tax year coming to a close, it's a good time to look at end of year tax planning ideas that are available for you...
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