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30th July 2010
From April 2011 the government plans to change the allowances for pension tax-relief. This is one of those rare occasions when the reduction of a tax perk can be a good thing. Read this if… You have a pension which is receiving, or may receive, contributions Read more …
19th July 2010
The government plans to make the post-retirement rules for pensions more flexible from April 2011. These changes should help reassure savers that money saved via a pension is not locked away forever. Who should read this? This Briefing Note will be of Read more …
14th July 2010
Until 2007 tales of queuing up at the building society for a mortgage in 1970s, were just folk tales told by parents to kids who had never had mortgage credit so easy. Those days would never return, would they? Yesterday the Financial Services Authority Read more …
9th July 2010
Congratulations to Tim on the birth of his son Edmund Richard Page (Eddie) on 19th June. Eddie and his mum Annie are both doing well. Tim is now back at work again and “enjoying” the sleepless nights. Read More …
11th June 2010
Traditional financial advice treats you like a supermarket customer Influenced by traditional financial advisers, most people only buy a financial product as a reaction to a life event. They might move house and buy a mortgage; change jobs and buy a Read more …
8th June 2010
Hayley Painter, our Client Support Assistant, is racing through the modules for the Certificate in Financial Planning (CertFP) she is taking with the Chartered Insurance Institute (CII). Her latest success was with the CF4 paper on Retirement Planning Read more …
28th May 2010
“Dear Chief Secretary, I’m afraid to tell you there’s no money left. Kind regards – and good luck! Liam” This has to be the most remarkable financial quote of 2010 so far It tells you all you need to know about how bad the UK government’s Read more …
