cityoflondon

Retirement Planning

Final Salary & Defined Benefit DB pension transfers guide (2019)

Final Salary & Defined Benefit DB pension transfers guide (2019) – This Guide was written by James Ford 18th March 2019 Transferring out of a final salary pension is unlikely to be in the best interests of most people.  Final salary pension schemes offer a guaranteed level of income during your retirement for the remainder …

Final Salary & Defined Benefit DB pension transfers guide (2019) Read More »

Defined Benefit DB Final Salary scheme pension transfer case study

Defined Benefit (DB) final salary scheme pension and financial planning – case study Transferring out of a final salary pension is unlikely to be in the best interests of most people.  This case study is for illustrative purposes only and does not constitute advice. Background John (38) and Hannah (42) they have two children, Amber …

Defined Benefit DB Final Salary scheme pension transfer case study Read More »

We’re delighted to announce that Quilter Financial Planning has achieved first place in the FTAdviser’s annual Top 100 Financial Advisers list.

We’re very proud of winning this award, which recognises not only the growth of our Network over the past year, but also our continued commitment to providing quality face-to-face advice.

We’ve always known that we have the very best advisers in the market – and we’re delighted that winning this award underlines that.

HALCYON WEALTH LIMITED (Financial Conduct Authority No. 758949) is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.