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Strength, precision, focus and the spirit to achieve.

Robert Graves, Head of Pensions Technical Services

Enhanced tax-free lump sums can be preserved with the Government’s relaxation of block transfer rules.

Robert Graves

Head of Pensions Technical Services

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Terms and Conditions
Adviser toolkit for commercial property investment

Small Self-Administered Scheme

Service standard achieved August

SSAS: Maximum flexibility and a loans facility for business owners.

Literature |Scenarios

Self-Invested Personal Pension

Service standard achieved August

SIPP: Full control of investments and a scheme pension option.

Literature |Scenarios

Family Pension Trust

Service standard achieved August

Family SIPP: Flexible fund structure for personal and joint investments.

Literature |Scenarios

Gilt Yield October 2014:

2.75% GAD Rates

October 2013 - October 2014