Started off my latest trip across the pond strong! Had the pleasure of speaking at a Local Government Pension Scheme Investment dinner with our partners at Crispin Derby Ltd. Thanks to those who joined us for an evening of insights and lively discussion - I enjoyed sharing my perspective on the current market environment and hearing from the audience on what is top of mind for them, including how to access incremental yield within their credit allocation while maintaining high underwriting standards. I look forward to continuing these conversations on future trips.
Craig Packer’s Post
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Independent Financial Advisor, IFA who gives You & Your Company Financial Freedom. Pensions, Investments & Protection.
🚨 Quick Reminder! 🚨 I’ll be giving a 10-minute presentation on **21st June** about how you can use your pension to invest in commercial property. 🏢💼 Whether you're considering buying premises or simply interested in learning how this investment strategy works, this session is for you! 📅 **Date:** 21st June ⏰ **Time:** 10AM 📍 **Location:** Cleve Lodge, Long Eaton Don't miss out on this opportunity to explore how to make your pension work harder for you. Looking forward to seeing you there! Please just send me a message if you are interested in this. #PensionInvestment #CommercialProperty #FinancialPlanning #InvestmentStrategies #FuturePlanning
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Are you pondering how to enhance your retirement savings, or build wealth for the future? At the Alderman Group, we have successfully raised several million pounds through our network of private investors. Our approach is underpinned by a variety of processes and frameworks that yield cost-effective results for both our company and our investors. Key to our strategy is implementing a distinctive cost structure, one that leverages cutting-edge technology tailored for the current market's emphasis on sustainability and the high demand for thermally efficient products like our Ecobrix technology. Our active presence in strategic, high-demand markets ensures that we are positioned to provide the right type of investment opportunities. Moreover, our extensive business connections afford us the capability to guide you in optimising your investments for tax efficiency, enhancing your potential returns in a manner that is fully compliant with HMRC regulations. Our investors' returns can vary widely based on their investment preferences and the specific structures they opt for, with potential returns ranging upwards from 12.5% pa for hands off investments or ranging to an impressive 35-40 % plus ROI’s whereby the investments are project specific. If you're interested in exploring investment opportunities within the UK market, we invite you to get in touch with us [email protected] for a free consultation. Or fill out the form https://lnkd.in/eq5M3DfD #aldermangroup #strategicinvestments #propertyinvestments
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Working with self-employed, employed and legal professionals to prepare and plan early for their present and future financial goals.
My Daily Rundown.... 1) I started my day by travelling into Letchworth to meet with a client for his 'on-going advice' meeting. He was my 2nd ever client I on-boarded! We have been working together for nearly 5 year - how time flies when having fun. I manage his investments and pension. Today discussion was focused on future planning and his cashflow forecast. Another happy client. 2) Throughout the day, I've been writing and checking reports that are going out to clients - Pension top-up, ISA top-up and a trustee investment. 3) My NEW website has finally gone live... https://lnkd.in/dAFDhRdY. I would love to hear your thoughts! #dailyrundown #futureplanning #website
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The danger of being presumptive as a Paraplanner.. I can kind of see (somewhere far away 😉) why providers write this sort of thing in their policy information packs - they have a lot of requests, I also get that. BUT Is it sensible to be presumptive about this? In my opinion the answer will always be a big fat NO! Why? Because I called them about something I couldn't see the answer to in the policy info.. you guessed it.. that particular piece of information did apply to this policy even though the policy info said "any questions left unanswered are not applicable to this pension plan". Close call for sure and key to what the adviser might do next with this policy! Danger averted this time! ❌ Ask, ask and ask again if you are not sure when assessing policy info! 👍 #paraplanner #paraplanning #research #policyresearch
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Have you ever considered purchasing commercial property in your pension? In our latest article, Financial Planner Tom Shorland explores the advantages and drawbacks you should be aware of when taking this route. Read the article: https://bit.ly/3R7rt2u Capital at risk. #QuilterCheviotFinancialPlanning
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Chartered Financial Planner at Quilter Cheviot Financial Planning - retirement planning for senior directors and professionals
A great article from Tom Shorland on buying commercial property in a pension and issues to consider.
Have you ever considered purchasing commercial property in your pension? In our latest article, Financial Planner Tom Shorland explores the advantages and drawbacks you should be aware of when taking this route. Read the article: https://bit.ly/3R7rt2u Capital at risk. #QuilterCheviotFinancialPlanning
Buying commercial property in your pension | Quilter Cheviot
quiltercheviot.com
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Ever wondered how many jobs the average person has in their lifetime? Is it 5, 9, 11, or 17? The answer is 11! With each new job, you might accumulate different pension pots or even lose track of some. We can help you consolidate, find and manage them all. Find out more 👉 https://hubs.li/Q02FyrLB0 #BrighterFinancialFuture #PensionManagement #Investing [Capital at risk] "
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Simplifying Financial Advice | Removing your fear of running out of money | Organising your money | Award winning Chartered Financial Planners |Financial Coach
📈 Investing 📉 It's for the long term-to reach that desired goal. There will be times when that pension, ISA, bond goes up, but there will be times when it goes down. 25 people have build a massive ISA pot by maximising their allowance each year and not listening to so called experts and playing the long game. We all have short term plans and we all have long term plans-most times we only concentrate on the short term plans as they are the ones that give us the instant hit.
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Director of Retirement Solutions at Pokojninska družba A pension fund & founder of Irrational Retirement Blog
I hate to be the one holding the "I told you so sign" regarding the PEPP (Pan-European Pension Product) 😀 but I'm not surprised by the low uptake. When discussing the PEPP, it's essential to acknowledge that it's an individual retirement savings product. We're all aware of how infrequently individuals save for retirement, largely due to various behavioral biases working against it. Combine this with complex legislation, and the outcome regarding the PEPP isn't entirely unexpected. #PEPP #EU #retirementplanning
I had the pleasure to speak to Euronews Jack Schickler on developing something I consider a bit of my baby: the Pan-European Pension Product (PEPP). Although there is not a large uptake at the moment, I still consider it to be an important aspect of both social and consumer policy as well as fundamental to a European Capital Markets Union. Europe does have its role to play! https://lnkd.in/epjgyP86 #pepp John Mitchem Sophie in 't Veld
Brussels’ pensions plan is not working
euronews.com
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I recently wrote an article for InVertas all about finding the perfect financial advisor to help you navigate the world of retirement and investment planning. We all know it's important to invest wisely for the future, but wading through the financial jargon and advisor options can be overwhelming! Head over to the link to check out the full article! ↓ #retirementplanning #investmentplanning #financialadvisor #financialfreedom #invertas #futureproofyourlife
Finding the Right Pension and Retirement Plan Advisor: A Special Guide for Expats in Germany
https://invertas.de
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