How should I invest my pension for drawdown?
The decisions you make about how best to structure and invest your pension for drawdown over your...
Should I consolidate my pensions?
With the average Briton having six jobs throughout their working life that could potentially mean you...
How can I avoid Inheritance Tax?
You are likely to have worked hard for the wealth you are worth when you die. This may take the form of property,...
How should I invest a large amount of money?
There can be a number of reasons why we may suddenly find ourselves in possession of a large amount of money...
Why have final salary transfer values increased?
Whilst the long-term economic effects of the Brexit vote remain far from certain, the impact on gilt yields was...
Should I transfer my defined benefit (final Salary) pension?
There was a time, not all that long ago, when the answer to this question was very simply: No – save in the most...
How can I avoid breaching the lifetime allowance?
The lifetime allowance, moreover the issue of exceeding it, promises to become a problem for an increasing number...
What happens to my QROPS when I return to the UK?
Returning to the UK with a QROPS? Since the introduction of QROPS in April 2006, billions of pounds worth of...
Poor fund performance? Need a new Financial Adviser?
Are you the victim of poor fund performance? Is your investment portfolio continually falling to produce the...
RL360 PIMS: Pay Lower Fees On Your RL360 PIMS
The Royal London 360 PIMS is frequently recommended to clients for both lump sum savings and to hold the...
Zurich Vista Savings Plan: Need a new Financial Adviser?
Do you own an existing Zurich Vista Savings Plan and need a new Financial Adviser? Or perhaps you have been...
QROPS Guide: Read This Before You Transfer to QROPS
This QROPS Guide looks to explore the work that is required behind the scenes before you transfer your UK pension...
Take control of your financial future
Get in touch
Should you wish to speak with someone immediately, please call our Liverpool office below:
+44 (0) 151 236 9973
info@first-equitable.com
First Equitable
3rd Floor
14 Castle Street
Liverpool
L2 0NE
Let's chat
"*" indicates required fields