SRC Wealth Management | a Chartered Financial Planning company that provides specialist advice on defined benefit pension transfers

News

Pension Transfer Gold Standard

03-May-2019

We are proud to announce that we have been awarded the 'Gold Standard' by the Personal Finance S..

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Latest Government buy-to-let legislation - is this the final nail in the coffin for private landlord

15-Apr-2019

Although enhancing protection for tenants is to be applauded, the Government's latest initiative..

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FOS compensation limit increases to £350,000

02-Apr-2019

With effect from the 1st April, the FCA has increased Financial Ombudsman compensation limit to ..

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Brexit uncertainty is bad for DB schemes

02-Jan-2019

Data produced by JLT Employee Benefits showed that UK private defined benefit (DB) schemes short..

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SIPP Annual Review Process

02-Oct-2018

Although our existing SIPP review process meets all regulatory requirements we have decided to m..

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Pension Transfer Seminar

23-Jul-2018

We are delighted to announce the our next pension transfer seminar will be held at our London of..

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Beware 'Cold-Callers'

03-Aug-2018

The Pensions Regulator (TPR) has sent out a warning (http://www.thepensionsregulator.gov.uk..

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SRC's Summer Bash 2018

06-Jul-2018

Our mortgage department will be hosting a 'Summer Bash' at The Banker, Cousin Lane, EC4R 3TE on ..

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SRC Mortgage Team Expansion

27-Jun-2018

In response to the continued growth in our mortgage business, we're delighted to announce the ad..

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SRC's Centralised Investment & Retirement Propositions 2018

25-Apr-2018

We have now completed the annual review of our 'centralised investment and retirement propositio..

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Pensions - Commercial Property Investment

20-Mar-2018

A leading pensions consultancy has reported an increase in the number of commercial properties b..

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SRC's mortgage team is expanding

07-Mar-2018

SRC is planning to significantly expand its mortgage team over the next 18 months. The recruitm..

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Defined Benefit Transfer Seminars

02-Feb-2018

We're delighted to announce the resumption of our popular defined benefit transfer seminars. He..

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SRC Client Portal Goes Live!

23-Jan-2018

SRC Wealth Management's client portal goes live this week! Clients will now be able to view the..

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DB transfer set to continue in 2018

04-Jan-2018

Sir Steve Webb, the former pensions minister, who now works as director of policy at Royal Londo..

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British Airways shuts DB scheme

09-Dec-2017

British Airways has decided to shut its defined benefits pension scheme. The scheme closed to n..

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BT defined benefit scheme for managers set to Close

15-Nov-2017

BT is planning to close its defined benefits (DB) scheme to managers and at the same time reduce..

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Has a high water mark been reached?

06-Nov-2017

The decision by the Bank of England to raise interest rates for the first time in 10 years ..

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Lifetime Allowance set to increase

13-Sep-2017

The Lifetime Allowance looks set to increase for the first time since 2012. In July this year H..

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Transfer values continue to rise

08-Sep-2017

Pension transfer consultants Xafinity have reported that final salary transfer values rose by 3 ..

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What is a 'Cash Balance' Pension Scheme?

17-Aug-2017

A 'cash balance' pension scheme is a form of defined benefit pension that instead of offering a ..

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Support Grows for Partial Transfers

01-Aug-2017

Standard Life is the latest provider to voice its support for partial transfers to be made a man..

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Pension scams on the increase

27-Jul-2017

According to a recent poll by Censuswide, one in five over 50's are being offered unsolicited fr..

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Supreme Court ruling is great news for married gay couples

12-Jul-2017

In a landmark case, a gay man has won his battle at the UK's highest court for his husband to re..

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SRC Mortgage Soluitons new appointment

11-Jul-2017

SRC Mortgage Solutions is delighted to announce the appointment of Beth Rodwell to their adminis..

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Advice not required for Small Safeguarded Pots

07-Jul-2017

The Government has announced that from April 2018, savers whose small pension pots have a guaran..

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Charity Swim Update

19-Jun-2017

Thanks to everyone for their kind support and donations. Unfortunately bad weather meant that t..

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More than 55% of DB Schemes are cashflow negative!

06-Jun-2017

Consultancy firm Mercer reports that over 55% of defined benefit schemes have negative cashflow,..

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800,000 people may be paying too much tax!

08-May-2017

A recent investigation has highlighted that as many as 800,000 people could be at risk of paying..

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Final Salary Transfer Seminar - 23 June 2017

02-May-2017

SRC's next Final Salary Transfer Seminar will be held on the Saturday 23rd June. Please registe..

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MPPA Reduction Shelved

29-Apr-2017

It looks as though the Government has shelved plans to reduce the Money Purchase Annual Allowanc..

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Defined Benefit Transfers Surge!

24-Apr-2017

Defined benefit pension transfers have surged by 166% in the first three months of 2017 a leadin..

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Royal Mail Pension Scheme set to close

18-Apr-2017

Although the scheme is in surplus by around £1.8 billion, Royal Mail management are set to close..

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Pension Freedoms and tax problems

10-Apr-2017

Thousands of people may have paid too much tax on pension withdrawals according to research from..

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FTSE 250 Companies have 'worrying' pension debt

04-Apr-2017

A report by JLT Employee Benefits has found that 23 companies on the FTSE 250 index are struggli..

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Defined Benefit Transfer Values

28-Mar-2017

Research by pension consultancy Xafinity stated that defined benefit transfer values rose b..

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2017 Strategic Changes

09-Mar-2017

2017 sees a strategic change in our business plan as we focus more on the ‘at retirement’ market..

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