Lifetime pension planning might be about to get a boost. In the Autumn Statement (22/11/23) the Chancellor announced that there would be a consultation on the so called “pension pot for life” scheme. This is a proposal to allow individuals to nominate a particular pension provider for their employer contributions. They would continue to use […]
November 23 news from your local Wealth Manager According to the latest market research local female wealth managers and financial advisors now earn more on average than their male counterparts for the first time. In the same research the number of financial advice firms fell in 2022 to just over 5,000, but the number […]
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Twitter to take over financial planning advice In a not unexpected development, Elon Musk has announced that his X social media platform (formerly and still well known as Twitter) intends to enter the financial services market and may even provide financial planning advice. (30/10/23 FT Adviser). Musk says that he expects the platform to be […]
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Local Pension planning advice needed We know from almost every piece of research that we see that more local pension planning advice is badly needed to help people achieve their retirement goals. But the latest survey from Standard Life (reported in Financial Planning 19/10/23) shows just how much help is needed. According to the survey: […]
As we know from the latest October news figures from the Investment Association showed a record £500 million in withdrawals from ESG investment funds. That’s funds which meet Environmental, Sustainable and Governance benchmarks. Although the benchmarks are not formally set in stone anywhere and vary from country to country and fund to fund, which is […]
Latest research from Boring Money shows that the self-employed need pension transfer advice now more than ever. 34% of self-employed workers currently have no pension Despite making up 13% of the overall workforce. Of those who have a pension 76% don’t pay anything in. Only 18% actively pay into their pension every month. Auto enrolment […]
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