Some disturbing news from the latest research from My Pensions Expert about the perception of financial advisers. Apparently the survey found that: 57% did not trust financial advisors. 13% thought they had lost money by following adviser recommendations in the past. Many of these were through the Bank mis selling schemes of the past. 75% […]
We’ve looked at the performance of Claims Companies (CMC’s) many times before and as you’re probably aware we don’t hold them in particularly high regard! So, it’s no surprise that the latest research continues to highlight this. A Freedom of Information request by Money Marketing has revealed that over the last 3 years only […]
We have often looked at this topic. Why use a financial adviser, what can they do for you, how much money can they make you, All good questions. Let’s try to take them in turn. Why use a financial adviser? We can break this down into two parts. Firstly, the financial benefits and secondly the […]
We have been warning about the uptake in scams and scam activity over the last few years and increasingly since the lockdowns started. But now there is a new kid on the financial crime block “the Money Mule”. Money Mules are willing or sometimes “unwitting” individuals who allow criminals to use their legitimate bank accounts […]
The Financial Conduct Authority (FCA) has finally come to a decision about the regulation of pre-paid funeral plans sales. As most people expected the FCA have decided that the sale (or more accurately the recommendation) of a funeral plan will come under the banner of “advice” which means that it will fall under the umbrella […]
We’ve recently looked at the value of a pension tracing service, but why do people lose track of their pensions? One obvious reason is the failure to notify your pension provider when you move address which happens lot. But the number of “lost” pensions, in particular small pots, is likely to increase because of auto […]
Awards and Accreditations
Mr & Mrs W
Mr & Mrs P
Mrs L