Client feedback

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Stephen Allaker,

Bristol Myers-Squibb

“We have realised the benefit of having and independent trustee. Claire sees what general practice is like, so is able to guide us.”

Anthony Bowen,

Colart Fine Art & Graphics

“So much more proactive than the previous company. On the ball - thinking in advance of things needing doing - very proactive.”

Paul Rudd ,

Chairman of Trustees, Express Newspaper

“Provided insight into what other schemes do - useful intelligence. High quality.”

Thomas Mercier ,

Invensys

“Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.”

Ian Edwards,

Chair of Trustees, Comet

“Alex has helped in our dealings with other advisers using his experience of other schemes.”

Angela Clayton ,

Accent Group

Pensions liberation: the road to hell is paved with cash incentives

Topic:

Legal & governance

Date published:

Wednesday, 17 April 2013

Many people are feeling the pinch, so it isn’t surprising that the chance to get immediate cash by unlocking the money tied up in your pension scheme seems like an unmissable opportunity. Sadly, taking up such an offer frequently ends in disaster.

This pensions liberation article looks at some of the telltale features of these scams that should act as warning bells, and suggests some simple steps pension scheme trustees should take when they receive a request to transfer out.

Download a copy

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