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Taking an interest in clients’ investment matters
KEY POINTS
- Not being authorised to give investment advice should not stop practitioners being interested in their clients’ investment matters.
- Common problems with pension investments.
- The best timing when drawing down a pension plan.
- The types of annuity and relative tax rates.
- Is commuting a pension and taking a lump sum always the best option?
I am not authorised to give investment advice. To be frank I am not competent to give investment advice. I am scarcely even competent to receive it.
But I have been pondering recently the dangers inherent in that attitude: “I’m not allowed to talk about this to my clients so I won’t even think about it.”
The average client desperately needs someone to help them understand the consequences of investment decisions and if...
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