Welcome to our blogs which relate to the financial services you may be interested in from mortgages to pensions; protection to auto-enrolment and many more. So why not grab a drink and enjoy the read.
A client’s loss of mental capacity can have a devastating impact on the financial plans which have been put in place. A Power of Attorney can ensure that where those plans need to be adapted, they have flexibility when it’s needed most. Data from the Office of the Public Guardian (OPG) shows that the number of ‘lasting powers of attorney’
A critical part of death benefits planning An Expression of Wish is a request from yourself to your pension provider as to how to deal with your pension when you pass away. Often pension providers will supply their own forms to complete, requesting specific instructions as to how the pension is to be distributed, and you have the opportunity to split by asset or percentage of