Pension Justice’s Post

Have you invested money with St James's Place? If so, then we've recently launched a 60-second quiz to find out if you could be eligible for compensation, with the help of Pension Justice. All you need to get started is an idea of the kind of investment you have made with SJP, the year it started, and roughly how much contact you have had with an advisor. Using this information, and a few more details that we will take you through step-by-step, we can unlock the best advice on how to proceed. Regardless of what you know about the SJP scandal and how much you have invested, you could be eligible for compensation. 🔗 Visit our SJP Claims page to find out more: https://lnkd.in/exMy8XjU #Pension #StJamesPlace #Compensation

St James's Place Update ⤵️ For those following the St James's Place scandal, you will be aware that the renowned wealth management firm has come under fire for its fee structure and lack of support for clients. Some of the issues that are being explored include: 🔹 Advice from SJP that has led clients to make investment choices that are not going to help them achieve their financial objectives. 🔹 Higher costs for investments through SJP, despite the availability of nearly identical investment options at lower fees elsewhere. 🔹 Fees for ongoing advice and annual reviews that have never happen. To make matters even worse, clients who have tried to leave SJP and move their investments elsewhere have found themselves having to pay hefty exit penalties to get their hands on their own money. All of this means that if you are, or have been, a St James’s Place client you could have lost a lot of money over the years – often without even realising it. We offer a free review of your situation and, if we feel you’ve been mis-sold, badly advised or subjected to excessive charges, we’ll pursue a claim for you on a no-win no-fee basis. So it’s entirely risk-free for you. Get in touch to find out more. 🔗 https://lnkd.in/exMy8XjU ☎️ 0800 014 8275 📧 info@pensionjustice.co.uk #StJamessPlace #WealthManagement #Pension

🔹 Title: My £1m pension was sent in the post by cheque — and stolen - The Times 🔹 Hey everyone, I recently came across an eye-opening article in The Times that sparked my attention. It highlights the staggering risk of sending a £1m pension by cheque in the mail, only to have it stolen. This serves as a stark reminder of the vulnerabilities associated with traditional methods of financial transactions. It's crucial to explore and advocate for more secure and modern alternatives in today's digital age. Have a read and let's discuss how we can better protect our assets and embrace secure financial practices. #PensionSecurity #FinancialRisk #ModernTransactions https://ift.tt/IMZ4WQ3

🔍 My £1m pension was sent in the post by cheque — and stolen - The Times Have you read the shocking story in The Times about the £1m pension check being stolen? This unfortunate incident has raised serious concerns about the security of postal services. Protecting our finances and sensitive information is increasingly important in today's digital age. Let's discuss how we can safeguard our assets and maintain financial security in the face of such risks. #PensionSecurity #FinancialSafety #PostalServices https://ift.tt/IMZ4WQ3

From piggy banks to pension plans, the lessons fathers  teach shape the future. This Father's Day, turn these lessons  into a legacy with Trustner. Celebrate with a plan that  secures tomorrow, today. #fathersday #trustner #trustwithtrustner #investments #guwahati #assam

𝐁𝐀𝐍𝐊 𝐕𝐒 𝐕.𝐔.𝐋 (Money just sitting in a bank vs money working for you) See the HUGE difference if you just let your hard-earned money sit in the bank vs. diversifying a portion of it on a financial services company that offers VUL. Money saved in the bank can be used for immediate expenses and short-term needs. The value will decline over time because of INFLATION. Money invested in VUL (Insurance+Investment) - a 2-in-1 Plan can be used in case of: Emergency Education Fund Accident, Critical Illness, Death Benefit or Retirement Fund Let me help you become financially secured, I’m just one message away!

2024 brings another change in the RMD rules for IRA’s and Roth IRA’s. Make certain you are familiar with these changes. Firstlifeadvisors@gmail.com

Another flood of tier-1 coverage for wealth manager RBC Brewin Dolphin in recent days thanks to another eye-catching FOI. Data prised from HMRC reveals that the UK’s largest ISA stands at more than £11.6m - built on contributions of just over £300k made over a 34-year period. The story landed acres of coverage across Daily Telegraph, Daily Mail, City AM and Daily Express. If you’re in the wealth management space, why not see how a partnership with Powerscourt can work for you. #wealth #isa #money #investing

Meet Mrs Stick. Created by my 4-year-old daughter and married to Mr Stick.   They are part of the FIRE movement.   Finacial Indpendence Retire Early.     FIRE is dangerous if you are a stick and don't take precautions.   Mrs Stick asked me if there was any smoke without fire.   Following our brief discussion, we agreed to focus on the following.   • Prioritise experiences with the Stick family. • Build an emergency fund. • Insure against loss of earnings or early death.  • Spend less than they earn.  • Invest the rest in pensions & ISAs.   If Mrs Stick can do it, then anyone can.   Be more stick.   Finances are simple if you are a stick.   For everyone else who needs help sticking to a plan.   There is another way.   Life by Design   Guiding successful families to financial freedom.   What advice do you have for Mrs Stick?   P.S. Over the following weeks, I will be realising several conversations with Mrs Stick around the family's finances.   #personalfinance #money #lifebydesign #investments #tax

The #NPS Scheme offers you two tiers - Tier I and Tier II. Here are the key differences between the two 👇 Read more about it here: https://lnkd.in/gZPJs7en #NPSScheme #RetirementPlanning #InvestmentTips #PersonalFinance #SavingsPlan #PrimeInvestor