James also presents to clients, advisers and other professionals on topical pension matters, liaising with the media regarding changes to pension legislation and its likely impact on consumers.
During his career in pensions, James has developed particular expertise in interpreting, and then applying, complex technical issues to real life client scenarios. James is part of the firm’s technical resource group for self-invested pensions.
James’ extensive pensions experience, clear advice, and friendly approach helped him to become a trusted consultant to a wide range of UK-based individuals and commercial organisations; particularly those within the SME sector.
James has significant experience in SSAS and SIPP commercial property purchases, and once helped a family to purchase a Yorkshire-based tourist attraction via their Group SIPP.
A recent Briefing Note from the Pensions Policy Institute (PPI) explored the difficulty in estimating the number and total value of ‘lost’ pensions in the United Kingdom.
Two years on from the government’s announcement that it intended to ban pensions cold-calling, the regulations introducing the ban have finally been approved by Parliament, and took effect from 9 January 2019.
In contrast to the purchase of a lifetime annuity, placing your accrued pension fund into drawdown is not a ‘once and done’ exercise.