24 Dec 2019
Wake up to Retirement
From November this year, pension providers will be sending out pre-retirement wake up packs to everyone from their 50th Birthday.
From November this year, pension providers will be sending out pre-retirement wake up packs to everyone from their 50th Birthday.
We often see news headlines where the NHS and pension schemes are in the spotlight, but this is usually to do with the benefits NHS employees will receive, not how it will affect your care.
From October, Fund Managers are having to prove their worth. The FCA have said all fund managers have to produce an annual statement showing key statistics
I’m pleased to announce we have been awarded the ‘Pension Transfer Gold Standard’ by the Personal Finance Society.
It has been confirmed that TV licences for over 75’s will no longer be universally free from May 31st 2020. In order to still qualify for a free licence an individual needs to be claiming Pension Credit.
Research by Zurich has found some shocking statistics. In a survey of 2,028 over 55 year olds in flexible drawdown who have not used the services of a financial adviser, 52% do not know they can reduce withdrawals from their pension and 56% do not know they can stop taking any withdrawals at all.
Inflation: the annual rise in the cost of goods and services, is measured by various indices and the goods and services in those indices change each year - so what's 'In' and what's 'Out' this year
Research by the Financial Conduct Authority (FCA) has found that a third of people aged 75 or over believe they have been targeted by a fraudulent investment scam in the last three years.
This is saddening to hear. It seems most frequent scams are involving unauthorised firms promoting investments in shares, bonds, forex and cryptocurrencies. Please remember that we are here for our clients, to pass any investment ideas by, and to provide you with a second opinion.
We are a small, friendly, hard working and conscientious team, and would welcome another administrator to join us to help with the continued service of our existing client base and growth of our business
As we see the tulips blooming, I am reminded of ‘tulip mania’. I’m sure you are all familiar with the story of how the prices of highly fashionable tulip bulbs reached extraordinarily high prices and then dramatically collapsed in 1637, ruining many an investor
Chartered titles are jealously guarded by professional bodies and are not awarded lightly. Chartered status therefore brings with it a number of serious obligations.
The Individual Savings Account is 20 years old this month and has grown up a lot.
I’m going to ask you to forgive my self-indulgence with this
quarters Investment Matters, and make this issue a tribute to Allan.
Now, there are some clients who never worked with Allan, but I hope that
there may be some insights and lessons that will still be of benefit to
you too.