Скачать или смотреть Ongoing Advice Vs Initial Pension Advice - Which Is More Important?

If you are about to transfer your Final Salary Pension, then you might come across with two terms: Ongoing advice vs Initial advice. Which one is the better? The FCA regulates that every Final Salary pension valued above £30,000 must get advice from a regulated IFA before they can transfer out. There are two types of advice, ongoing advice vs initial advice. Initial advice provides you with initial situation analysis, pension transfer suitability, and DB advice report. On the other hand, ongoing advice is what you get beyond the initial advice, which is the more important part of your asset management during retirement.

In this video, we explained to you everything you need to know about:
— Initial advice
— Ongoing advice
— Ongoing advice vs initial advice: Should you get ongoing advice?
— Ongoing advice at Cameron James
— How does ongoing advice work?
— Quarterly Market Updates at Cameron James
— The importance of quarterly market updates for you

Watch the video to find the answer on the debate between ongoing advice vs initial advice. Why ongoing advice is much more significant for you, and what you’ll get as a Cameron James’ client.

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Video Timestamp:
00:00 – Intro
00:44 – What Is Ongoing Advice?
01:57 – What We Do at Cameron James
02:25 – Things You Should Consider in Ongoing Advice
03:15 – How Ongoing Advice Works at Cameron James
04:40 – Quarterly Market Updates for Our Clients
06:03 – What Is Inside Our Quarterly Market Update
07:29 – The Importance of Quarterly Market Analysis
09:33 – Outro

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References and Helpful Links:
Learn more about our advice process:
https://www.cjfinance.co.uk/our-costs/

Learn more about the Final Salary Pension:
https://www.cjfinance.co.uk/services/...

Key Points:
✅ Ongoing Advice vs. Initial Advice
✅ the Importance of Ongoing Advice
✅ How Ongoing Advice Work at Cameron James
✅ Quarterly Market Updates and Its Benefits for You

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