Pensions are your friend, but not your saviour! Let’s have a look at the benefits of starting a pension and then let’s look at when and how things can go astray due to some wrong assumptions and misunderstandings. The benefits of commencing a pension are two-fold. Firstly, the income being earned by the assets supporting […]
Disregarded Small Fund Assets (DSFA): The Most Misunderstood Rule in ECPI OK – let’s see what we can do to demystify DSFA once, and for all. In my experience, around 80% of Actuarial Certificate requests come through with the indication that the fund is not eligible to use the Segregated Method. Do more than 80% […]