Stuart Brewer IFA Pension Transfer Specialist

Stuart Brewer IFA Pension Transfer Specialist www.stuartbrewer.com Pension Transfer Specialist. I like to give occasional commentary on financial related subjects. Oh, and I love bikes,

With over 20 years experience in advising clients I continue to strive to provide outstanding quality advice to all of my clients so as to maximise their benefits both in retirement and at retirement planning. I have gained the Pension Transfer Specialist examination (AF3 Post 2015 qualification) in addition to the CII RO8 exam which focuses on the changes brought about by "Pension Freedoms". Thes

e equip me to advise on all aspects of secured pension rights and occupational schemes as well as annual allowances and lifetime allowances regulated and authorised by the FCA. This is vital when advising in the post pension freedoms landscape. All Pensions work undertaken - Review of Defined Benefit (Final Salary) Schemes, Pension fund consolidation, Flexi Access Drawdown (FAD), Uncrystallised Fund Pension Lump
Sum (UFPLS), Occupational Annual Allowances and Lifetime Allowance checks and protection for all employees, Property Sipp's and SSAS's.

19/05/2022

I’m pleased to be recognised as one of the years top advisers in the 2022 guide to the UK’s top-rated financial advisers. Once again I'm thrilled to read all the positives comments my clients have shared about me, it gives me huge confidence and inspires me to achieve more for my clients.

10/05/2021

I’m pleased to be recognised as one of the years top advisers in the 2021 guide to the UK’s top-rated financial advisers. I'm thrilled to read all the positives comments my clients have shared about me, it gives me huge confidences and inspires me to achieve more for my clients. https://bit.ly/3vPj6MF

The cross-currents facing investors: despite the unprecedented economic disruption, global equities have recouped much o...
01/07/2020

The cross-currents facing investors: despite the unprecedented economic disruption, global equities have recouped much of their losses since the March lows. Our Chief Economist looks at some of the factors driving equity
markets.

Despite unprecedented economic disruption, global equities have recouped much of their losses since the March lows. Our Chief Economist looks at some of the factors driving equity markets.

An oldie but a goodie.
29/10/2019

An oldie but a goodie.

15/08/2018

I wonder how many people have been advised to leave a final salary pension and never seen the adviser again?

02/05/2018

Advisers with DB clients need to advise them on whether sticking with DB or moving to DC is likely to be best for them. And this advice must be confirmed in a personal recommendation - either way.

22/02/2018

The ongoing servicing of Transferred DB plans is as important as the initial advice

21/06/2017

The Financial Conduct Authority has proposed to remove its guidance that advisers should start from the assumption that a defined benefit transfer would be 'unsuitable' for a client.

21/05/2017

“There are no shortcuts to giving Defined Benefits or Final Salary Pension transfer advice.”

19/01/2017

A former adviser to Boris Johnson has called on the government to scrap upfront tax relief on final salary pension contributions. 'I don’t see why society as a whole should continue to subsidise people who are continuing to pile up benefits for themselves at the cost of shareholders and taxpayers,' he said.

21/12/2016

Money Purchase Annual Allowance. Triple Whammy. Now down to 10% of the annual allowance and loss of carry forward and triggered by taking tax free cash only.

Address

Fishleigh Court
Barnstaple
EX313UD

Telephone

+441271311957

Website

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