April 2020

Like many of you, being frequently marooned at home with family, especially children, is certainly adding a new dimension to the working day. All manner of skills are being acquired, or in some cases re-acquired – a smattering of Welsh and French, why the Battle of…

March 2020

Without taking up too much of your time, we thought it would be worthwhile setting out our position here at Odyssey in relation to the growing pressures deriving from the Coronavirus situation. Broadly speaking, our intention is to continue to operate with as minimal…

June 2019

Having survived the clouds of erupting dust that greeted our first foray into the crumbling archives of pension scheme decision-making, we were unashamedly surprised at the popularity of our first casebook. Consequently, whilst deliberating over a revitalising cup of tea

01/05/2019

Following on from the initial success of the launch of our casebooks, we’ve decided that the time is right to issue another. This time, the subject matter looks at what can go wrong with Sponsoring Employer loans, and some of the pitfalls to try to avoid. Useful reading (we think) for any adviser active in the SSAS market! You can access Our View articles through the title link, and we’ll soon be dedicating a separate section of our website to our casebooks.

01/04/2019

We’re pleased to let you know that we’ve added further Tech Bites to our website suite:
– A more in-depth look at Sponsoring Employer loans;
– A comparison of SIPP, SSAS and Group SIPP which hopefully provides some insight into the differences between the contracts.
Hopefully, they will be of some interest! You can find the Tech Bite section by following the title link.

March 2019

At Odyssey, we’re all about challenges, whether they’re big or small. Some will remember how we took on the swarm of fruit flies in the kitchen over the summer. Well, this time, the challenge is a little bigger… September 2019 sees one of Odyssey’s Directors…

01/03/2019

At Odyssey, we’re all about challenges, whether they’re big or small. Some will remember how we took on the swarm of fruit flies in the kitchen over the summer. Well, this time, the challenge is a little bigger… September 2019 sees one of Odyssey’s Directors, Andrew McLaughlan, take on the challenge of hiking across Iceland in testing conditions in conjunction with JT Expeditions. This 5-day event provides an array of unique challenges to test his personal endurance while at the same time raising money for charity. If he’s lucky, he might also get to experience the amazing landscapes while pausing to recover his breath. Please read more by following the link in the title, but in essence, Andrew is looking for sponsorship for the benefit of Cancer Research Wales. For those who know Andrew, please be aware that the challenge is made all the harder by the absence of any hair gel, or a change of clothes… If you are able to support Andrew in his efforts to raise money for this wonderful charity, please access his Just Giving page, which you’ll find below, and also on his e-mail sign off over the next few months.

01/02/2019

We’re pleased to let you know that we’ve added another Case Study to our website suite. Hopefully, it will be of some interest! You can find the Case Study section by following the link in the title.

01/01/2019

We’re pleased to let you know that this edition of Our View contains a new strand to our support material for advisers. We’re proud to announce the release of our Casebooks, which will shortly be separately available on our website. Our Casebooks are a condensed view of some of the cases that pass through the hands of The Pensions Ombudsman… and while this might suggest some dry reading, there is (we think!) something of interest that can relate more broadly to clients. Without further ado, please click the link in the title to access Our View on our website, and click on the latest edition.

January 2019

For this edition of Our View, we’re tying a handkerchief around our faces, putting on the white gloves, and dusting off the old tomes that hold (hopefully) some of the more interesting (well, at least, relevant) decisions that quietly emerge from the Pensions Ombudsman.