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Referral guides for professional firms - spotting the moment, referring clients compliantly, and earning a share.
Showing articles tagged Pensions & retirement — clear filter
The unused pension allowance: quantify it, then refer it
Unused pension allowance is one of the clearest triggers a tax adviser sees. You can measure it precisely; you should not be the …
The pension nobody reviews: the signs any professional can see
Most people have a pension they have not thought about in years. Here is how to recognise the client for whom that neglect has be…
Pension scams: the warning signs that repeat every time
Pension fraud costs victims their retirements, not just their savings. The pattern is depressingly consistent — which makes it le…
The tax adviser's guide to pension and retirement referrals
Pension questions reach tax advisers before they reach financial planners. This guide covers where the advice boundary sits, the …
The retirement runway: spotting the client who needs advice now
The years approaching retirement are when the right guidance counts for most. Here is how to spot the client on that runway and h…
The annual-allowance trap: a referral trigger hiding in plain sight
Certain pension pitfalls hide behind a high income or a good year. Here is how to spot the client who might be exposed and why it…