Daniel Karim

Could switching to one of our pensions save your clients money? Explore our real-world scenarios explaining how advisers have successfully saved clients money by switching to our SIPP and RIA wrappers. See if your client could save on their charges: https://lnkd.in/ef8K7CXK

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💰 Fancy saving up to 4️⃣ 0️⃣ % on your Paraplanning costs? 💰 No brainer right? Click below to start saving 👇 www.parapool.co.uk *saving based on the average cost of a pension transfer on Parapool vs leading competitors #sjp #paraplanning #savings

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𝐓𝐈𝐏 𝐎𝐅 𝐓𝐇𝐄 𝐖𝐄𝐄𝐊 - 𝐏𝐄𝐍𝐒𝐈𝐎𝐍𝐒 Have you told your pension firm who should get the money if you die? 𝐃𝐨𝐧’𝐭 𝐚𝐜𝐜𝐢𝐝𝐞𝐧𝐭𝐚𝐥𝐥𝐲 𝐥𝐞𝐚𝐯𝐞 𝐢𝐭 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐭𝐨 𝐞𝐱 𝐬𝐩𝐞𝐧𝐝! You 𝐂𝐀𝐍’𝐓 leave pension savings in your will. Die before taking your private/ company pension and the provider/trustees decide what to do with it. An expression of wishes (or nomination) form tells them your preference. It’s not binding but it helps. And if you filled it in years ago, check it’s still up to date! #moneywise

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For financial advisers only, not for consumers. We've joined forces with a range of partners to deliver a guaranteed income producing asset provided by our Secure Lifetime Income solution which could optimise drawdown portfolio outcomes when integrated into your client’s SIPP. Find out more here.#JustBlends

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YES 🙌 Professional financial planning is the process which aims to help you realise your ambitions – whatever they may be. As professional financial advisers, we can help you make informed decisions about your financial future, in the short, medium and long term www.stedswm.co.uk

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The Pension Report 2024 looks at common pension actions, such as consolidation, switching, taking advice - drivers of action. Book in a call with our research team to find out how the Pension Report can support your acquisition and retention goals. https://lnkd.in/eztgC-b6

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Discover the key themes from Scottish Widows’ 2024 Paraplanner Survey in this webinar with Professional Paraplannerincluding myths and misconceptions about paraplanners, how technology is shaping the role and how regulatory changes affect workload. Watch Now: http://spr.ly/6044oDhvM

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We are here to help you invest in your future ⭐️ Financial planning ⭐️ Pensions and retirement ⭐️ Savings and investment ⭐️ Protecting your finances ⭐️ Business protection ⭐️ Wealth management Looking for financial advice? Enquire with our expert advisers today👇 📞 01284 703803 📧 [email protected] 🌐 www.stedswm.co.uk *The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change

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Ready to make the most of your retirement savings? Join Marcus Pilkington, Chartered Financial Planner with over 22 years of experience, as he shares his top strategies for a secure and fulfilling retirement. From structuring savings to maximising investments, this episode is packed with actionable insights for everyone—from those just starting to think about retirement to those looking to fine-tune their plans. Listen now: https://lnkd.in/eN9frY7B #RetirementPlanning #FinancialAdvice #Podcast #RetirementGoals #MarcusPilkington #SecureYourFuture

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Outsourcing paraplanning allows you to focus on what truly matters – delivering quality advice to your clients. Here's why financial advisers are choosing us: 👉 Efficiency – Get FCA-compliant reports without the hassle. 👉 Flexibility – Scale up or down based on your needs. 👉 Expertise – Access highly experienced paraplanners whenever you need. Why juggle admin and reports when you can spend more time building your business? Let us lighten the load. Contact us today to discuss how we can support your practice! #financialadviser #paraplanningsupport #businessgrowth #outsourcedservices #financialservices

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<https://bit.ly/3TnNvQZ> Find out how the experts in specialist lending can help you with your #BTL clients like Harriet. | For intermediaries only #SpecialistLending

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<https://bit.ly/3TnNvQZ> Find out how the experts in specialist lending can help you with your #BTL clients like Harriet. | For intermediaries only #SpecialistLending

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<https://bit.ly/3TnNvQZ> Find out how the experts in specialist lending can help you with your #BTL clients like Harriet. | For intermediaries only #SpecialistLending

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Pensions don't need to be confusing. Many individuals have multiple pension plans collected over their working life and managing these pensions can become challenging. Not only does this involve significant administrative effort, but the financial implications of juggling numerous plans are also considerable. Some pension schemes may suffer from uncompetitive pricing and underperforming investments, eroding retirement savings. This is where pension consolidation can make a real difference. Learn more in our latest guide to pension consolidation https://lnkd.in/eVWArXBQ

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