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Attitude to risk: What it means and what you need to know

5th July, 2019

Any conversation with an independent financial adviser about investments or pensions will bring up the ‘attitude to risk’ question. They will want to know what it means for you and where you sit on the risk tightrope. But what does that mean exactly and what do you need to consider…

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Build the right benefits package to attract and retain the best staff

3rd June, 2019

The UK’s official unemployment rate is at the lowest it has been in over forty years, according to the Office of National Statistics. In fact, it is at 3.8%, and hasn’t been this low since the autumn of 1974. With an increasing number of available job opportunities, competition is ever…

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Can the ban on pension cold calls work?

2nd May, 2019

After two years in the making a ban on cold calls regarding pensions came into force in January of this year. Pensions is a big topic for most of us and one that our London team has and will continue to cover to help spread the word about the benefits…

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Government plans to help the self-employed better save for retirement

1st April, 2019

Saving for retirement may be on most people’s minds, but not everyone is able to put away much, let alone enough, for when the time to retire comes. For those in employment things are a little easier. The introduction of auto-enrolment pensions has increased the number of those who are…

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Brexit: what final preparations you can and should be making

4th March, 2019

Regardless of where you stand on the Brexit issue –  whether you are a Remainer or a Leaver, deal or no deal – there is little escape from the bombardment of information related to it: from the daily news snippets to the business analysts’ views, work colleagues’ thoughts, friends’ opinions,…

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Tax year end is looming, time to make the most of your allowances

20th February, 2019

With February already upon us and tax return self-assessments done and submitted, there is one more thing to do before taking a break from your tax affairs for a while. If you haven’t yet made the most of your allowances, whether personal or business related, then now is the time…

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What to look for in an independent financial advisor

9th January, 2019

With each new year comes at least one resolution to do something different, to kick-start a new system, or to put into place a new, good habit. While many of us may fail to keep up with our fitness resolutions much past the end of January, when it comes to…

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Tax Planning – planning throughout the tax year rather than just at the end

6th June, 2018

At the end of last tax year we sent out our newsletter to explain the end of tax year opportunities.  However, we don’t need to wait until the end of the year to make sure we utilise our allowances.

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Final Salary Pension Transfers

7th August, 2017

Given the choice of £1.5 million now or £44,000 for life, what would you choose?

Since April 2015 Mercer has estimated that £50 billion has been transferred out of final salary pension schemes by 210,000 members.

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