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Chris Read: Reaching out to Generation Zoom via snail mail

As Generation Z enters the workforce via Zoom Chris Read is using old school methods of communication to keep in touch with these inherently digital employees.

Insistent client DB transfer ends in FOS complaint against Chase de Vere

A Financial Ombudsman Service (FOS) complaint against Chase de Vere has been upheld after the firm could not transfer an insistent client's final salary pension despite wording in the client services agreement indicating the client was paying for analysis and a transfer.

Triple lock kicks in; LTA up 0.5%

The triple lock’s 2.5% rule is set to be triggered following a low CPI annual rate and low earnings figures, offering pensioners 2% above inflation.

Rachel Vahey: Why we need a scam prevention minister

It's not often industry professionals call for more government input in the pensions arena, but Rachel Vahey is calling for just that...

RP case studies: Unquoted shares and a management buyout

Richard Mattison runs through a SSAS case study outlining how the vehicle can assist in a management buyout scenario.

Covid-19 likely to trigger triple lock 2.5% fail-safe

The coronavirus pandemic is likely to trigger the triple lock’s fail-safe mechanism, meaning the state pension will rise by 2.5% from next April.

Bob Champion: Reflections on selling the family home

Bob Champion pens a heartfelt piece about the sale of his late mother’s house, the family home for 62 years. Here he reflects on happy memories, trips to Stamford Bridge, why downsizing isn’t always the easy option and how equity release could help.

Justin Corliss: Making the case for partial DB transfers

A DB transfer is often an 'all or nothing' decision for clients, however, partial transfers could be a half-way house alternative. Justin Corliss explains the process.

DB transfers falter as potential scam activity rockets – XPS

Activity in the defined benefit (DB) transfer market fell to a record low in September, while the number of transfers exhibiting scam ‘red flags’ increased to a new high of 62%, according pensions consultancy XPS Pensions Group.

Claire Trott: Start your tax year-end planning now

Now is a great time to start to consider any available unused annual allowances and making the most of them for clients, writes Claire Trott.
 

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Chris Read: Reaching out to Generation Zoom via snail mail

As Generation Z enters the workforce via Zoom Chris Read is using old school methods of communication to keep in touch with these inherently digital employees.