News
Coronavirus Update
07-May-2020
We continue to operate as normal, although most of the team are currently working from home. Fo..
Defined Benefit Transfer Seminar
16-Jul-2019
We're delighted to announce that reservations are now being taken for our next defined benefit t..
Pension Transfer Gold Standard
03-May-2019
We are proud to announce that we have been awarded the 'Gold Standard' by the Personal Finance S..
Latest Government buy-to-let legislation - is this the final nail in the coffin for private landlord
15-Apr-2019
Although enhancing protection for tenants is to be applauded, the Government's latest initiative..
FOS compensation limit increases to £350,000
02-Apr-2019
With effect from the 1st April, the FCA has increased Financial Ombudsman compensation limit to ..
Brexit uncertainty is bad for DB schemes
02-Jan-2019
Data produced by JLT Employee Benefits showed that UK private defined benefit (DB) schemes short..
SIPP Annual Review Process
02-Oct-2018
Although our existing SIPP review process meets all regulatory requirements we have decided to m..
Pension Transfer Seminar
23-Jul-2018
We are delighted to announce the our next pension transfer seminar will be held at our London of..
Beware 'Cold-Callers'
03-Aug-2018
The Pensions Regulator (TPR) has sent out a warning (http://www.thepensionsregulator.gov.uk..
SRC's Summer Bash 2018
06-Jul-2018
Our mortgage department will be hosting a 'Summer Bash' at The Banker, Cousin Lane, EC4R 3TE on ..
SRC Mortgage Team Expansion
27-Jun-2018
In response to the continued growth in our mortgage business, we're delighted to announce the ad..
SRC's Centralised Investment & Retirement Propositions 2018
25-Apr-2018
We have now completed the annual review of our 'centralised investment and retirement propositio..
Pensions - Commercial Property Investment
20-Mar-2018
A leading pensions consultancy has reported an increase in the number of commercial properties b..
SRC's mortgage team is expanding
07-Mar-2018
SRC is planning to significantly expand its mortgage team over the next 18 months. The recruitm..
Defined Benefit Transfer Seminars
02-Feb-2018
We're delighted to announce the resumption of our popular defined benefit transfer seminars. He..
SRC Client Portal Goes Live!
23-Jan-2018
SRC Wealth Management's client portal goes live this week! Clients will now be able to view the..
DB transfer set to continue in 2018
04-Jan-2018
Sir Steve Webb, the former pensions minister, who now works as director of policy at Royal Londo..
British Airways shuts DB scheme
09-Dec-2017
British Airways has decided to shut its defined benefits pension scheme. The scheme closed to n..
BT defined benefit scheme for managers set to Close
15-Nov-2017
BT is planning to close its defined benefits (DB) scheme to managers and at the same time reduce..
Has a high water mark been reached?
06-Nov-2017
The decision by the Bank of England to raise interest rates for the first time in 10 years ..
Lifetime Allowance set to increase
13-Sep-2017
The Lifetime Allowance looks set to increase for the first time since 2012. In July this year H..
Transfer values continue to rise
08-Sep-2017
Pension transfer consultants Xafinity have reported that final salary transfer values rose by 3 ..
What is a 'Cash Balance' Pension Scheme?
17-Aug-2017
A 'cash balance' pension scheme is a form of defined benefit pension that instead of offering a ..
Support Grows for Partial Transfers
01-Aug-2017
Standard Life is the latest provider to voice its support for partial transfers to be made a man..
Pension scams on the increase
27-Jul-2017
According to a recent poll by Censuswide, one in five over 50's are being offered unsolicited fr..
Supreme Court ruling is great news for married gay couples
12-Jul-2017
In a landmark case, a gay man has won his battle at the UK's highest court for his husband to re..
Advice not required for Small Safeguarded Pots
07-Jul-2017
The Government has announced that from April 2018, savers whose small pension pots have a guaran..
Charity Swim Update
19-Jun-2017
Thanks to everyone for their kind support and donations. Unfortunately bad weather meant that t..
More than 55% of DB Schemes are cashflow negative!
06-Jun-2017
Consultancy firm Mercer reports that over 55% of defined benefit schemes have negative cashflow,..
800,000 people may be paying too much tax!
08-May-2017
A recent investigation has highlighted that as many as 800,000 people could be at risk of paying..
Final Salary Transfer Seminar - 23 June 2017
02-May-2017
SRC's next Final Salary Transfer Seminar will be held on the Saturday 23rd June. Please registe..
MPPA Reduction Shelved
29-Apr-2017
It looks as though the Government has shelved plans to reduce the Money Purchase Annual Allowanc..
Defined Benefit Transfers Surge!
24-Apr-2017
Defined benefit pension transfers have surged by 166% in the first three months of 2017 a leadin..
Royal Mail Pension Scheme set to close
18-Apr-2017
Although the scheme is in surplus by around £1.8 billion, Royal Mail management are set to close..
Pension Freedoms and tax problems
10-Apr-2017
Thousands of people may have paid too much tax on pension withdrawals according to research from..
FTSE 250 Companies have 'worrying' pension debt
04-Apr-2017
A report by JLT Employee Benefits has found that 23 companies on the FTSE 250 index are struggli..
Defined Benefit Transfer Values
28-Mar-2017
Research by pension consultancy Xafinity stated that defined benefit transfer values rose b..
2017 Strategic Changes
09-Mar-2017
2017 sees a strategic change in our business plan as we focus more on the ‘at retirement’ market..
