Updates

October’s Budget

This was an interesting one, in the fact that it was a bit of a non-event. We were all waiting for the big changes that were predicted and actually it all fell a bit flat. The main changes to mention are: From April 2019, you can earn up to £12,500… Read More

Client duty of care

In July the FCA revealed new measures it will take to protect consumers and set out when and how the organisation will take action. Whilst we welcomed the Regulator’s ‘Approach to Consumers’ document, we can’t help but wonder what sort of company wouldn’t put their clients (and employees) at the… Read More

Never too old to learn

It’s that time of year when students are getting ready to go to university for the first time or returning to complete their studies. But if you are thinking about continuing with your own path of learning, it’s important to know that it’s never too late to learn something new. Read More

Stop messing with pension tax relief

I was delighted to be asked by Financial Planning Today to write a response to the continued changes to pension tax relief following a statement from Baroness Buscombe, a spokesman for the DWP, who said that the government intends to “examine the process for payment of pension’s tax relief.” In… Read More

Just flogging pensions is not enough!

I was delighted to be asked by Financial Planning Today to write a response to an article which appeared on their website following the results of a recent Aegon study. The study showed that 38% of respondents were not confident about their ability to retire comfortably and were unprepared in… Read More
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