We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

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We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

Category

Death, Inheritance and Divorce

Handling Divorce: Pension Sharing and Earmarking Orders

Divorce can involve difficult decisions about how to divide assets, and pensions are often one of the biggest financial considerations. This guide explains the two main legal mechanisms used to divide pension benefits: Pension Sharing Orders and Earmarking Orders, and how they work in practice. Why Pensions Matter in Divorce Pensions are often among the […]

How to Nominate Beneficiaries for Your Pension

Nominating beneficiaries is one of the most important steps you can take to ensure your pension savings are passed on according to your wishes. This article explains why nominations matter, who you can choose, and how to complete the process using our Expression of Wish form, available in our Document Library. Why Nominating Beneficiaries Matters […]

What Happens to My SIPP When I Die?

Thinking about what happens to your Self‑Invested Personal Pension (SIPP) when you die is an important part of planning for the future. The good news is that SIPPs are designed to be passed on efficiently, often with significant tax advantages. Here’s what you need to know. Your SIPP Passes to Your Beneficiaries Any money remaining […]