How do people feel about work and Financial Planning? Accountancy firm PWC have conducted a survey into people’s attitudes to work and their expectations. (reported in IFA Magazine 20/6/23) It makes for interesting reading. In the UK they found that: 25% of the workforce expect to change jobs in the next 12 months. 12% of […]
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What are the over 50’s most worried about according to local pension advisors Well according to the latest survey by Sun Life and local pension advisors of their clients, the main concerns are as follows: #1 Cost of Living crisis 75% of people #2 Running out of money in retirement 40% #3 The value of […]
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The government has announced that the project to create the pension dashboard is delayed, so more pension advice is required. Especially for those who have multiple pensions. The pension dashboard is the IT system which will allow all pension information to be held in one place. It’s a big project and requires the integration of […]
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Robo Advice grows alongside Independent Financial Adviser clients. According to Boring Money, the number of clients using robo advice has reached 20% which is 2 million out of the almost 10 million savers with DIY investment platforms. These now hold £360 billion in investments Robo advice is the use of digital services to plan investment […]
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June news from your financial advisor near Burnley: The number of advice firms reduced by 7% in April. But the number of regulated advisers rose by over 1,000. Suggesting a move towards bigger firms. But is bigger better? A record £9 billion was invested into ISAs in April. In a novel green initiative Curtis Banks […]
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The tax burden continues to increase warn Financial Consultants. New figures have emerged which show that more than 20% of taxpayers will pay higher rate tax by 2027. That’s nearly 8 million people. Four times more than in 1990. To give an example of what this means. Over 25% of teachers will pay higher rate […]
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