Here’s a brief summary of some of the latest news from January 2022: UK Finance has issued a warning about the latest scam texts doing the rounds. The texts are linked to parcel deliveries and provide a link to a realistic website to re-arrange deliveries requiring the disclosure of personal financial data. Please be aware […]
New research by Open Money has found that access to advice is getting worse not better across the UK. Their latest study looked at the “advice gaps” first identified by the Citizens Advice Bureau back in 2015. These were: The affordable advice gap – where people want to get advice but can’t or won’t because […]
Finally the Government has announced that it will be taking action to control cryptocurrency advertising in the UK by bringing it into line with the financial promotions rules controlled by the Financial Conduct Authority (FCA). They have been threatening to do this for a while now. The FCA rules mean that adverts will have to […]
The Financial Conduct Authority (FCA) has announced (21/12/21) that its 10% depreciation notification exemption is to be extended until 31st December 2022. This “exemption” first came into force back in March 2020 on the back of the pandemics effect on the financial markets. Basically, under a complicated piece of European legislation called Mifid II, firms […]
How are people feeling about retirement and their pension plans? Not great according to the latest survey of over 40’s by My Pension Expert (December 2021). The survey asked a range of questions and here are the results: Over half are concerned that the government will cut pension benefits in the next 12 months – […]
Making a Will has always been very important part of any financial planning solution for many reasons as we highlight in our website, including: Making provision for the care of children- through a guardian clause Gifting jewellery or other possessions to specific individuals Arranging donations to Charities Making provision for the care of pets Setting […]
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