Independent Financial Advisers see more Wills being challenged. According to an article in the Independent Financial Advisers magazine FT Adviser (11/11/24) the number of legal challenges to the validity of Wills is on the rise. Canada Life found that 20% of families and up having arguments about inheritance. Mainly where Wills haven’t been put in […]
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Merry Christmas and a Happy New Year to all our clients This year the Office will be closed from Thursday 19th December, re-opening on Monday 6th January 2025. If you need assistance please e mail christina@ccfps.co.uk […]
According to the Institute for Fiscal studies (IFS) the self-employed are not saving enough into their pensions and need a financial advisor for pensioners to help them. Research has found that only 20% of self-employed business owners contribute into a pension. That will mean that at retirement over half of the self-employed would have no […]
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As an Investment Planner Christina takes a look at the Budget and how it will affect clients. This was the first Labour Budget for 14 years and the first delivered by a female Chancellor, Rachael Reeves. The new Government had made us wait nearly four months for the detail of their first Budget. Along the […]
Local independent pension advice for October and September The Financial conduct Authority (FCA) have revealed that only 29 firms applied for crypto authorisation in the 12 months to April 24. Almost 190 firms withdrew their applications in the last three years as well. It looks like the FCA’s crypto approval regime is too tough for […]
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It seems that there are relatively few complaints about independent pension advice. The Financial Ombudsman Service (FOS) regularly provides figures on the number of complaints it receives. In the first quarter of 2024 almost 75,000 complaints were registered. That was a 70% increase on the same period last year. The majority of the complaints were […]
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