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.
The FCA’s Consultation Paper of January 2019 sets out their second proposed package of ‘remedies’ arising from their Retirement Outcomes Review. To what extent have they made up their mind and why is the Paper virtually silent on seeking advice?
The FCA outlines the changes pension providers need to apply to literature and processes, aiming to improve consumer engagement with their pension income decisions, as well as making the cost of drawdown products clearer and product comparisons easier.
This webinar will provide an update of all that is going on in the world of self-invested pensions, against a backdrop of significant constitutional change within the UK.