We'd like to remind Forumites to please avoid political debate on the Forum... Read More »
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Executive Pension Plan
Options
Comments
-
our pension was set up in the early 1990's by an IFA who was supposed to be an expert in pensions. He worked for one of the major banks (provider of our business account and pension) and then we moved our pension to his company when he left the bank.
None of the main banks offered IFAs to their customers. They used FAs. It sounds like he was an FA at point of sale as he wouldnt have needed to move it had he been an iFA with the bank.
EPPs did have advantages over PPPs. Some of which no longer exist but the enhanced tax free cash is one of them. However, in many case, providing the info required to get it is not always easy.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.0 -
Thanks dunstonh.0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 351.1K Banking & Borrowing
- 253.2K Reduce Debt & Boost Income
- 453.7K Spending & Discounts
- 244.1K Work, Benefits & Business
- 599.2K Mortgages, Homes & Bills
- 177K Life & Family
- 257.5K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.1K Discuss & Feedback
- 37.6K Read-Only Boards