Posts Tagged ‘Financial Advice’

Financial Advice on the rise as Jump Money announce bumper profits

Friday, May 20th, 2011

Despite a global economic downturn it appears that companies offering financial advice are starting to see an upturn in fortunes as Jump Money have proved in their latest results.

Brian Sweeney plans his own financial planning academy

Friday, May 20th, 2011

Brian Sweeney, the former education director of the Institute of Financial Planning has revealed plans to create an academy for advisors who wish to build up their own lifestyle financial planning proposition.

Consumers choose independent financial advice

Friday, October 22nd, 2010

Consumers choose independent financial advice

Most consumers see the value of independent financial advice and make it their preferred choice over bank advisers or accountants, according to a new report by Axa. Read More

Financial planning could save your child benefits

Wednesday, October 20th, 2010

Financial planning could save your child benefits

If your are close to the level where a moderate salary increase could cost you your child benefits, some timely financial planning could save you thousands.
Read More

Planning never to retire also involves financial planning

Wednesday, September 29th, 2010

Planning never to retire also involves financial planning

Over 60% of those rich enough to retire tomorrow are ‘Nevertirees’ who plan never to stop working – but financial planning remains at the core of their future thinking, says Barclays Wealth. Read More

Falling pension income traps over-65s in work

Friday, September 3rd, 2010

Falling pension income traps over-65s in work

Nearly half of working over-65s are ‘trapped in work’ by falling pension income and inadequate pension planning. With plunging annuities rates, pension income is half what it was 15 years ago.Read More

Half of pension savers have never reviewed pension plans

Thursday, September 2nd, 2010

Half of UK pension savers have never reviewed their pension plans, and cannot say how their pension is invested. One in 5 actually make investment decisions without advice. Most of those prudent enough to review seek pensions advice from an independent financial adviser.

Over 40s keep partner in the dark on retirement pension plan

Wednesday, August 25th, 2010

Over 40s keep partner in the dark on retirement pension plan

A third of couples over the age of 40 know nothing of their partner’s retirement pension plan, and general finances. As a result, there is no coherent financial planning in place, with many ‘living in hope’ that they will have sufficient income in retirement.

Personal aspect of financial advice still No 1 with consumers

Thursday, July 29th, 2010

Personal relationships are the most valued part of taking financial advice for most consumers, according to Aviva. This bond of trust makes existing customers the best source of new business for advisers.

Unbiased financial advice more crucial in online world, says OFT

Thursday, July 22nd, 2010

Unbiased financial advice more crucial in online world, says OFT

The Office of Fair Trading is to look at consumer protection in relation to shopping online. One implication is the importance of unbiased financial advice and guidance on complex financial products, insurances and investments. Read More

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