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17 September 2019

DB transfers – navigating the appropriate limit

Recent FCA scrutiny and rule changes mean there's a lot to think about when advising on DB (defined benefit) transfers. It's easy to overlook the extra hurdle of the 'appropriate limit' rule where your client has enhanced protection.

10 September 2019

Changes to the SL Rathbone UK Opportunities Pension and Life Funds

We’re reducing the charges of the SL Rathbone UK Opportunities Pension and Life Funds

06 September 2019

Pensions Awareness Day – five LTA myths which could cause clients to cease funding prematurely

Pensions Awareness Day takes place on 15 September each year - the main aim is to encourage people to save enough to avoid walking into pension poverty in retirement. But at the other end of the scale, those of your clients who have already amassed significant pension savings face a different set of questions about the lifetime allowance. Come up with the wrong answers and the result may be that retirement funding is stopped prematurely.

05 September 2019

Changes to some Merian funds

We’ve changed the descriptions of some of our Merian funds

03 September 2019

Change to the SL Investec Cautious Managed Pension and Life Funds

We’ve updated the descriptions of the SL Investec Cautious Managed Pension and Life Funds.

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