The FCA and ASA both have their sights on so called “Finifluencers” claiming to be a financial expert. But their numbers continue to grow. Their rise stems from the seemingly never-ending growth of social media platforms and the time spent online. “Influencers” are now all over the internet, claiming to be a financial expert. They […]
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Defaqto have prepared a list of the top 10 pension review providers, based on a survey of experiences from financial advisor firms. Here’s the top 10: Royal London Aviva Quilter A J Bell Fidelity Prudential Aegon Transact Canada Life Aberdeen They obviously didn’t ask us because Royal London, Prudential and Aviva are on our “worst […]
Your IFA near me at Christina Clegg bring you a roundup of the financial news from March 2023: The Pension Regulator has started to crack down on pension funds who haven’t reported their ESG (Environmental, Sustainable Governance) credentials. Pension Schemes with over 100 members need to produce a statement of investment principles, including ESG. Pension […]
The number of empty houses has increased by 3.6% to over 675,000 according to Leeds Building Society. But will this affect Inheritance Tax advice? The government says that the economy needs to build another 300,000 house every year to keep pace with demand. So having twice that number unoccupied seems to be a waste of […]
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The Chancellor Jeremey Hunt announced in the Budget (15th March) that the pensions lifetime allowance would be scrapped. This has provided a lot of pension advisors help. Many had thought it might be increased, but no one anticipated its end. Introduced back in April 2006 the pension lifetime allowance created an additional tax charge for […]
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According to the latest research into long-term financial planning carried out by the Financial Services Compensation Scheme (FSCS) Half of those questioned thought that paying for financial advice was only for the wealthy. Two thirds of those who already had investment or savings products hadn’t spoken to a financial advisor in the last five years. […]
Read More… from FSCS Research finds lack of long-term financial planning.
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