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From time to time, we produce briefing notes and commentary on various aspects of financial planning, investment and tax strategies to further outline our approach to managing money. Please feel free to use any of this information provided but a little mention of where you’ve found it would be nice. Thank you.
3rd January 2012
PageRussell are delighted to announce that on 21st December 2011 all three of its advisers were awarded Statements of Professional Standing – a year before they are required. From 1st January 2013, the Financial Services Authority will require all Read more …
25th October 2011
PageRussell is delighted to announce that it has been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM. IFP is the professional body for Financial Planners in the UK. It awards this title only to firms Read more …
7th July 2011
The rules have changed again! The only constant in the world of pensions is change. The rules for pensions changed again in April 2011. The PageRussell retirement income guide is designed to help you understand your post-retiremetn options and make Read more …
16th March 2011
Updated: 16th March 2011 At PageRussell we know the benefits a flexible retirement policy can bring to a business. A large proportion of our clients approaching retirement want to slow down rather than stop work completely. Employers will soon have Read more …
15th March 2011
Updated 15th March 2011: Following the government’s announcement on Wednesday 20th October, more people will receive their state pension later than was previously the case. We know that the lastest changes will affect at least two groups of Read more …
10th March 2011
The final report of the Independent Public Service Pension Commission chaired by John Hutton (the “Hutton Report”) was published on 10th March 2011. There has already been much fevered speculation in the media about what this will mean for public Read more …
12th December 2010
Updated: 12th December 2010 The government will change the post-retirement rules for pensions from April 2011. Whilst a fortunate few will benefit, most people will notice no change and most of the “squeezed middle” already in drawdown Read more …
14th October 2010
Update 18th October 2010: HM Treasury has now published the changes it plans to make to tax relief in April 2011 and April 2012. From April 2011 the government plans to change the allowances for pension tax-relief. This is one of those rare occasions Read more …
6th October 2010
The with-profits concept has traditionally been sold as a way to get better than bank deposit rates of return for minimal risk. Unfortunately the risk is not somehow ‘magic-ed away’. It is just hidden from view by the smoke-and-mirrors way in Read more …
5th October 2010
Just as a circus lion tamer uses chairs and whips to fool you into thinking that the lion is a wild and scary beast, so the investment industry uses jargon and other tactics to make you think investing is somehow mysterious or difficult. Investing is Read more …
