Posts Tagged ‘Financial Planning Advice’

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.
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Financial planning advice in high demand

Thursday, August 19th, 2010

Demand for financial planning advice was strongly up in the first half of the year. Pensions and investments remain strongest drivers, but greatest growth was in demand for mortgage advice.

Financial planning with a good ring to it – use your spouse to save tax

Friday, August 6th, 2010

Financial planning with a good ring to it - use your spouse to save tax

Did you know that if your spouse is not working, they still have a tax-free allowance you can use as part of your financial planning? In a few simple steps, you can make up to £6,475 of income from your savings or investments tax-free. Who said marriage had to be taxing? Read More

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

June 2010 Budget cuts to cost households £3,000 per year

Thursday, July 22nd, 2010

Cuts and increases in tax and VAT in the June 2010 Budget will cost families £3,000 over the next 4 years, including £1,100 in 2011 alone, says economics watchdog Capital Economics.

Make financial advice routine for all – ABI

Friday, June 4th, 2010

Make financial advice routine for all - ABI

Financial advice should be taken up by all, to build a strong financial plan – but barriers still exist. One answer could be online financial advice, says the Association of British Insurers (ABI).

Shares investment advice – Funds report spots 90 serious underperformers

Friday, May 28th, 2010

The need for shares investment advice has been highlighted in a report which states that 90 well-known UK investment funds are now seriously underperforming. Collectively, these so-called ‘dog’ funds contain £14.25bn of investors money, up 96% since last year.

Financial advice ‘less important than good hairdo’

Thursday, May 27th, 2010

Financial advice 'less important than good hairdo'

Consumers who would never dream of cutting their own hair will happily ‘have a go’ at sorting their own finances, without expert financial advice. An ‘advice shy’ attitude can seriously damage your financial health, says a new study.

Financial planning advice – Regular Reviews could save you thousands

Wednesday, May 19th, 2010

Investors can save thousands with regular financial planning advice and financial reviews. Fine-tune your financial planning with regular reviews of your mortgage deal, funds investments, and pension planning.

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