Retirement and pensions
Should you transfer a final salary pension?
The major risks of transferring a defined benefit or final salary pension and when specialist regulated advice is required.
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Practical explanations for the decisions ahead. Search by question or explore a topic.
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198 articlesRetirement and pensions
How to choose a financial adviser for an NHS pension
What NHS Pension Scheme members should look for when financial planning involves public-sector pension benefits.
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Choosing advice
What is cashflow modelling in financial advice?
How financial advisers use cashflow modelling to connect assets, income, spending and future goals.
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Choosing advice
Financial adviser near me vs remote adviser: which is better?
How to decide whether you need a local financial adviser or whether a remote specialist could be a better fit.
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How to find a financial adviser near you
A practical UK process for finding a local financial adviser without choosing only by distance.
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Choosing advice
Do high earners need a financial adviser?
When higher income can make financial planning more complex and what to compare when choosing an adviser.
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How to choose a financial adviser for doctors
What doctors should compare when looking for financial advice, including pensions, private income, protection and adviser experience.
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How to choose a financial adviser for dentists
What dentists should compare when looking for advice on pensions, practice ownership, investments and protection.
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How to choose a financial adviser for lawyers
Financial-adviser considerations for solicitors, barristers and law-firm partners with higher income or partnership interests.
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Work and business
Financial advice for founders with shares or options
What founders should consider when company shares, options or a future exit represent a large part of personal wealth.
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Do you need a financial adviser for a SIPP?
When advice may help with a self-invested personal pension, including provider choice, investments, transfers and retirement planning.
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Retirement and pensions
How to choose a financial adviser for a SSAS pension
What business owners should compare when considering a small self-administered pension scheme.
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