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15 May 2019

Trust and Financial Advice

A Vanguard study has shown “advised investors predominantly trust their current financial advisors: Eight in ten give their advisors a high trust rating. However, nearly one-quarter have had an experience that undermined trust in their current or previous advisor. Trust in a financial advisory relationship can be divided into three components—functional, emotional, and ethical.” “Emotional […]

14 May 2019

Up to date advisers

The Citizens Advice Service reports “All financial advisers must have the following: Level 4 or above of the national Qualifications and Credit Framework and a Statement of Professional Standing (SPS). This means they have signed up to a code of ethics and have completed at least 35 hours of professional training each year. SPS certificates […]

13 May 2019

Long Term Care Planning

People are living longer and the population in the UK is growing. With an ageing population the need for long term care is increasing and therefore the need to plan for it is also becoming increasingly important. With long term care you don’t know what will be required and for how long, so it can […]

11 May 2019

DWP tells providers to deliver simple pension statements

FT Adviser reports “The Department for Work & Pensions is considering if it will need to legislate on simpler annual statements.” The intention being “all private-sector businesses that provide pensions will be giving a simple two-page statement to all their customers”.

10 May 2019

Prospects for first-time buyers

The Daily Mail reveals “What the English Housing Survey for 2017 to 2018 reveals about the prospects for first-time buyers”. “Owning a home remains an unattainable dream for many, with nearly two-thirds of first-time buyers falling into the top two national wealth brackets, according to the English Housing Survey for 2017 to 2018. This meant […]

9 May 2019

Passionate about Financial Advice

From the outset we took the decision to provide independent financial advice. This allows us to assess the whole of the market and the financial products available to evaluate them based on our clients’ personal circumstances. We also consider tax planning in our recommendations and whether the proposed options are tax free. We work with […]

8 May 2019

Unaware of Pension Contributions

Aviva reports “more than a quarter (27%) of employees aged 22+ in the UK still don’t know about it.” “A similar proportion (29%) said they’d heard something about it but didn’t know the details. Less than half (44%) said they were aware.” Read more.

7 May 2019

Employers can help with the health challenges of UK’s ageing society

The Office of National Statistics report the concerning state of healthy life expectancy in England and Wales. Healthy life expectancy (HLE) is defined as the number of years we can expect to live in “good” or “very good” general health. There is a gap in HLE between those in the most deprived and least deprived communities […]

6 May 2019

Pension Freedoms and Legacy Planning

FT Adviser reports “It has been over four years since the Budget announcing pension freedoms. Legislation effective from 6 April 2015 resulted in a significant change in the options for taking money from pensions and the definitions surrounding death benefits, and how they are taxed. Lots has happened in that time, but are pensions really […]

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