News

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Class of 2017

A pensioner relying solely on the state pension in retirement will be £1,400 worse off a year than the Joseph Rowntree Foundations standard.Source: Prudential ‘Class…

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Are you invested in NEST pension scheme?

If you run a payroll service and have used or recommended NEST in the past 4 years you need to consider the unintended consequences of…

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Chartered Status

Jan Kinghorn has now achieved Chartered Status with the CII. Congratulations from us all to Jan – here she is receiving a gift for this…

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£47,000 shortfall in employer pension contributions for women

•    Employer contributions are lower for women’s pensions than men: a result of the gender pay gap, career breaks for women and men working in…

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March Newsletter

With Spring in the air, the budget and the end of the current tax year approaching, this month we look at; Time to review your…

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Investment Scammed Concerns?

The FCA conducted a YouGov poll of 1,000 people aged 55 and over. Here’s what they found … 32% of over 75s 22% of over…

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FTSE 100 Index reaches a record HIGH!!

The London stock market soared to new record highs yesterday meaning that the FTSE 100 index has now rocketed by a third since February last…

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Investors flock to fixed income due to economic uncertainty

In a period of political and economic uncertainty, 2016 saw fixed income prove to be a popular home for many investors. Figures from the Investment…

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Annual Allowance: Did you know?

The Annual Allowance (AA) limits the amount of tax privilege available on pension savings made by or in respect of an individual in the course…

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Auto-Enrolment

One in seven businesses is failing to auto-enrol its employees (quarter 4 2016), in a workplace pension before the deadline, new figures from Aviva revealed….

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Do you have a pension fund > £1.25m?

If the fortunate answer is yes, you can still apply for protection from HMRC, until April 5th 2017.This may apply if you are an employee,…

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Did you know?

20% of people who expect to retire at or before 65 said they had chosen to because they could afford to. (source: Dept for Work…

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Competition Winner

Congratulations to Tricia Simpson who won the Sussex Local December competition.  Tricia collected her £50 voucher with her grandson and had their photo taken with…

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Happy New Year to all our Readers!

Most of us have New Year resolutions. How about having a wealthcheck?  According to a report from the Institute for Financial Studies, a generation of…

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