Fathom illustration of Inheritance Tax Calculator

Investing Do’s and Don’ts

Wealth Management

Investing Do’s and Don’ts If you choose the flexi-access pension drawdown option at retirement you effectively become an investor. You (or your adviser) are responsible for managing that investment over time. The amount of income you can safely withdraw from a retirement fund is directly related to the initial value of the fund and its…

Fathom illustration of Frozen Pension

Should I Move A Frozen Pension?

Frozen Pension

Should I Move A Frozen Pension? Should I move a frozen pension is a question we are often asked. The answer depends on many issues including your personal circumstances, how the fund has performed, what the charges are and your attitude towards risk. There is no simple answer but in this article, we have tried…