You may be aware of press speculation relating to Metro Bank. You can read a full statement issued by Metro Bank in response to the press speculation here. Please note, SIPP and SSAS client money is...
News
Westerby sponsors Thurmaston Magpies Junior U11s Thunder team
Westerby The Pension Specialist are delighted to be the kit sponsor for the Thurmaston Magpies Junior Under 11s Thunder team for the second year in a row. The team play in the Leicestershire Foxes Sunday League against other boys’ football teams in the Leicestershire...
Can I buy a Property in a Pension scheme?
It is very common for a pension scheme such as a SIPP (Self Invested Personal Pension) or a SSAS (Small Self-Administered Scheme) to hold commercial property as part of the overall pension portfolio for both diversity and potential tax benefits. Types of Property In...
Taking Benefits From Your Pension
When you come to take benefits from a pension scheme it is usual to take or receive a tax free cash sum income as follows: A tax free lump sum or Pension Commencement lump sum. This is usually up to 25% of the fund value (this is different for final salary schemes)....
5 Steps of Retirement Planning
Some of the key areas to consider when planning for your retirement: 1. It is retirement planning, and not pension planning Under regimes of old, people were either lucky enough to be in their employer’s Defined Benefit/Final Salary pension scheme, giving them a...
SIPP
Learn about how a Self Invested Personal Pension (SIPP) allows you to manage and choose your own investments.
SSAS
Learn about the advantages of a Small Self Administered Scheme (SSAS) to many small to medium-sized businesses.
Commercial Property
Learn about holding commercial property in a Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).
