Articles
Brown Shipley appoints Financial Planner as new director
Written by JamesWealth planner Brown Shipley has appointed Financial Planner Robert Farnworth as client director in its Court of Protection & Personal Injury specialist team.
Chartered planner reveals top retirement tips at free event
Written by JamesA Chartered Financial Planner will be sharing her top tips at a free event for local people emphasising the importance of preparing for retirement.
Over the past 10 years I’ve seen too many governments treat pension savers, particularly middle to high earner, as tax-dodging lepers.
The retirement outcomes review continues to cause fun and games in the world of pensions. Particularly for those with more complex pension products.
SOLLA-accredited Chartered Financial Planner joins Old Mill
Written by JamesChartered Financial Planner and SOLLA-accredited adviser Andy Page has joined the Later Life team at Old Mill.
More...
Pension transfer values and volumes increase during July
Written by JamesTransfer values rose during July 2019, while the number of DB transfers also increased, according to XPS Transfer Watch, which monitors how market developments have affected transfer values for an example member, as well as how many members are choosing to take a transfer value.
Aviva platform maintains ‘healthy’ flows in ‘mixed’ results
Written by JamesAviva’s platform business was said to have maintained “healthy net fund flows” in a challenging climate.
A pensioner aged 76 - who mistakenly thought he was not entitled to the state pension - has received a backdated pension windfall of £132,800 after intervention from an equity release adviser.
The PFS has called for a “wider united campaign to protect the public from the scourge of scammers.”