Financial Planning News
Tax matters: HMRC seeks Swiss bank name lists
Thursday, February 18th, 2010
A disk containing 1,500 names of Swiss bank account holders is being sought by Her Majesty’s Revenue Commissioners, to home in on UK citizens who may be guilty of tax evasion.
Babygloomers botched financial planning for their Yuckies
Wednesday, February 17th, 2010Almost 3 in 10 parents are forced to remortgage their homes, due to a lack of financial planning for a growing generation of Yuckies (Young Unwitting Costly Kids), according to a new report from The Children’s Mutual. These are the parents of the ‘Babygloomers’ generation.
Barclays investment funds: risk level altered without notifying clients
Monday, February 8th, 2010
Barclays has revealed that it did not advise its clients of changes to the risk profile of some of its investment funds, following a review of its funds products during 2007. The news has emphasised the need for funds investors to constantly and regularly review their funds investments, with the help of an independent financial adviser.
OFT highlights need for financial advice on life insurance, critical illness insurance
Monday, February 8th, 2010An Office of Fair Trading study into ’small print’ in contracts is likely to focus on life insurance and critical illness insurance, emphasing again the value of independent financial advice.
Investment advice needed? Online investing advice now an option.
Saturday, February 6th, 2010Investment advice is still a service that only the minority is availing of, warns Principle First. “Only 20% of consumers in the UK are seeking financial and investment advice, shocking statistics for something that should be so important.”
With the lack of investing advice, many people have poor-performing ISA’s or bonds, and have not adequate pension provisions [...]
Consumers demand independent financial advice on pensions, savings and investments
Thursday, February 4th, 2010Consumers draw most on quality independent financial advice when setting up or re-investing their pensions, or managing savings and investments, new data shows.
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