Tag Archives: tax free cash

Tax-free cash is pension liberation – and more trouble than it’s worth

Posted on May 25, 2024 by henry tapper

Experts warned it wouldn’t end well and it hasn’t. Jo Cumbo and the FT have been speaking to senior wealth managers who find clients betwixt and between when maximising the tax-free lump sum they can draw from their pension pots. … Continue reading →

Posted in pensions | Tagged , , , , , , | 2 Comments

The use and abuse of pension’s “tax-free cash”.

Posted on January 29, 2022 by henry tapper

  If you were to create a word-cloud of associations people make with pensions, I bet “tax-free cash” would feature prominently. I tried to google such a word-cloud but got a lot of constructions that look like they’d been made … Continue reading →

Posted in pensions | Tagged , , , | 5 Comments

My call for an end to contingent fees on DB pension transfers

Posted on March 9, 2018 by henry tapper

  Calls to keep contingent pricing fall on my deaf ears. I champion the pension rights of those with low incomes and I champion the rights of those likely to get lower pensions (women). I don’t champion the right of … Continue reading →

Posted in advice gap, pensions | Tagged , , , , , , , , , | 3 Comments

Transfer values – Con Keating sees a comedy of errors!

Posted on January 5, 2017 by henry tapper

This blog is from the pen of Con Keating     There has been a spate of requests for quotations of transfer values from DB schemes and much publicity given to some of the more public figures who have taken … Continue reading →

Posted in accountants, pensions | Tagged , , , , , | 2 Comments