Defined Benefit Pension Scheme | Holistic Financial Planning (DB & DC Pension Scheme, ISAs, GIAs)
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When it comes to retirement planning, comprehensive financial planning is essential. Some of you may have a defined benefit (DB) pension plan, whereas others may have both a DB and a DC plan. However, some of our clients focus solely on the DB pension transfer, disregarding any other pension accounts they may have, such as DC, ISAs, and GIAs.
Holistic financial planning aims to maximize all parts of a person's financial plan and understand how those components work together to help someone achieve their retirement goals.
Dominic James Murray, Founder, CEO, and Independent Financial Adviser (IFA) at Cameron James answers the question and other perspectives you need to understand holistic financial planning. Watch the video to know the possibilities and implications as explained by the Pension Transfer Specialist with over 10 years of experience (including the USA and non-UK residents)
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Defined Benefit Pension Scheme - Holistic Financial Planning
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What is Holistic Financial Planning?
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Key Points In This Video:
The Majority of Our Clients:
- Having Defined Benefit (DB) Pension Plan
- Defined Contribution (DC) Pension Plan
- Individual Saving Account (ISA)
- General Investment Account (GIA)
- However, Some of Our Client Only Focus On DB Pension transfer
Holistic Financial Planning aims to maximize all parts of a person's financial plan:
✅ DB Scheme (You Know the Authorized Advice Process You Need to Take)
✅ DC Scheme (Do Not Underestimate Their Value)
✅ Transferring DB to SIPP or QROPS = DC Scheme
✅ Since December 2021, the UK's Central Bank Has Increased The Base Rate Four Times, Hiking It From 0.1 percent to 1 percent
✅ Take Care of All Areas of Your Financial Planning
✅ Discuss with Your IFAs All Aspects of Financial Planning
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Video Timestamp:
00:00 - Intro
01:04 - Holistic Financial Planning Advice
01:35 - Why You Need To Look at Your DC Plan
03:00 - Why You Should Care About Your Financial Planning
04:51 - Outro
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About Us:
The Pension Transfer Specialist for UK, EU, & USA Residents 🌏
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No Financial Advice: The Information on this channel is provided for education and informational purposes only. The information contained in or provided from or through this channel is not intended to be and does not constitute financial advice, investment advice, tax advice, or any other advice. You Should not make any decision, financial, investments, tax, legal, or otherwise, based on any of the information presented on this channel without undertaking independent Due Diligence and Consultation with a Professional IFA or Financial Advisory.
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