
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

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

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

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 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.

Two-fifths of larger employers may review their company pension scheme and cut costs, in preparation for the launch of the National Employment Savings Trust in 2012.
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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.

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
Pensions savers may be losing out on 20-30% of potential pension income, by buying their pensions annuity without taking unbiased financial advice. Many pensions companies fail to clearly explain to savers their right to shop around – the so-called ‘open market option’.

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
Those who go online for independent financial advice are most concerned with pensions and retirement. Second most popular choices are savings and investments, with mortgages taking only 3rd place in a lukewarm climate for lending
















