NHS pension crisis: specialist firm Barnaby Cecil

Loading player...
In this episode New Model Adviser editor Will Robins speaks to IFA firm Barnaby Cecil, which has a specialist service targeted at medical practitioners. You can read the full transcript here:
http://citywire.co.uk/Publications/WEB_Resources/Creative/content/Barnaby-Cecil-Podcast.pdf
Managing director Thomas Skinner and paraplanner Emma Walker explain how annual allowance taper rules have generated substantial tax bills for consultants, and what the effect of that has been on the number of hours they work and their retirement planning.
Our conversation also takes other interesting turns as we explore how the crisis has prompted doctors to rethink their work life balance, what the logjam in Westminster means for finding solutions to the taper, and how holistic financial planning can put an entirely different perspective on the whole issue once medical clients have been through the process.
4 Nov 2019 English United Kingdom Business · Investing

Other recent episodes

The Advice Show: Mike Ambery joins to discuss the Budget

Standard Life's Mike Ambery joins the Show this week two weeks out from the most hotly anticipated and discussed Budget in living memory. What might Rachel Reeves do, and what measures can the country expect as she looks to write off some of the deficit?
14 Nov 32 min

The Advice Show: Royal London's Jamie Jenkins

Jamie Jenkins joins the podcast this week ahead of a crucial few months for the government, with Labour Conference forthcoming and the Budget fast approaching. He discusses the summer's big financial events, including the Pensions Scheme Bill, Value for Money framework and the government's desire for more private markets allocation…
22 Sep 31 min

Meet the CIO: Kevin Kidney, True Potential

Citywire spoke to the keeper of the keys to True Potential's £33bn in assets to ask about what he is looking for from the asset managers his team outsources to. The head of investments spelled out why he likes managers who cleave to a ‘north star’, what happens when managers…
19 Sep 33 min

The Advice Show - Matthew Sinclair

Matthew Sinclair sits down with Julian Bovill for the latest instalment of The Advice Show from location at Rudding Park, Harrogate. He discusses his journey into advice, lessons he has learned from his career so far and how he almost took a different career path after a coding masters.
9 Sep 29 min

Meet the Advice CIO: Charlotte Watson, Attivo Investments

In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.
11 Aug 34 min