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Pension Help

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  • atush
    atush Posts: 18,731 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Sounds like you need tax adivce, more than pension advice at present.

    GEt a good tax accountant and get his advice and maybe set up a limited company and pay yourself more of your money in dividends rather than salary.
  • mania112
    mania112 Posts: 1,981 Forumite
    Part of the Furniture Combo Breaker
    dunstonh wrote: »
    It's up there but its not the cheapest. Depends on fund value of course but I am typically finding Aviva appear in the top 10 frequently, often top 5, but i ahvent seen it come out cheapest for some time.


    I guess it depends on circumstances of the client and funds used, but we had Aviva come top just yesterday (using selectapension)
  • dunstonh
    dunstonh Posts: 119,702 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    edited 21 September 2011 at 10:58AM
    mania112 wrote: »
    I guess it depends on circumstances of the client and funds used, but we had Aviva come top just yesterday (using selectapension)

    Yes, the timescale and value and funds can move the providers around a lot. Plus, whether you were doing the case on servicing or transactional basis can have an impact.

    Using O&M yesterday, Skandia, Scot Life, Aegon, Aviva and Elevate was the top 6 order. However, a few changes of funds and SW Ret a/c flew from 9th into 2nd place.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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