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


Coronavirus Update


We continue to operate as normal, although most of the team are currently working from home. Fo..

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Defined Benefit Transfer Seminar


We're delighted to announce that reservations are now being taken for our next defined benefit t..

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Pension Transfer Gold Standard


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


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


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


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

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SIPP Annual Review Process


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

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Pension Transfer Seminar


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'


The Pensions Regulator (TPR) has sent out a warning (

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SRC's Summer Bash 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


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


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

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Pensions - Commercial Property Investment


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


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

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Defined Benefit Transfer Seminars


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

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SRC Client Portal Goes Live!


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


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


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


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?


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


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


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?


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


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


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


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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Advice not required for Small Safeguarded Pots


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

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Charity Swim Update


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!


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!


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


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

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MPPA Reduction Shelved


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

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Defined Benefit Transfers Surge!


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


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


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


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


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

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2017 Strategic Changes


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

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