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Category: Pensions

GDPR – General Data Protection Regulation

Category: Company Planning, Equity Release, Investments, Mortgages, Pensions, Protection, Wealth, Wills, Trust and Powers of Attorney

The aim of the GDPR is to protect all EU citizens from privacy and data breaches in an increasingly data-driven world that is vastly different from the time in which the 1995 directive was established. The General Data Protection Regulation (GDPR), was introduced in April 2016 by the Information Commissioner’s Office (ICO), and by May 2018 companies must comply with this regulation. Please read through the attached Customer Privacy Notice and E-Marketing Customer Consent Form to familiarise yourself with the…

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Simply Money Newsletter Summer 2017

Category: Pensions, Protection, Uncategorized

Working for yourself has never been so popular. According to figures from the Office for National Statistics, there are around 4.8 million self-employed workers in the UK. Whilst many of this number are young people seizing the opportunity to go it alone, some are in their 50s, 60s and even 70s. Being your own boss has many advantages, including the freedom to choose what type of work you do and when and where you do it. But it does mean…

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THE GENERAL ELECTION JUNE 2017

Category: Company Planning, Investments, Mortgages, Pensions, Protection, Wealth

THE RESULT IS IN After seven weeks of campaigning and two electioneering suspensions, due to the tragic Manchester and London terror attacks, the jury – in the form of the electorate – has delivered its verdict. After a tense night, the Conservative Party has emerged as the largest party, however they have failed to reach the magic 326 seat mark which would give them a majority. Theresa May’s gamble has not paid off, this general election has failed to deliver…

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SAVERS LOOKING TO MIX LISAS WITH PENSIONS

Category: Investments, Pensions

Savvy savers are planning to save both in their pension plan and in the Lifetime Individual Savings Account (LISA), following its launch this April. The new LISA has been designed as a savings vehicle for those aged 18 to 40 who want to save up to £4,000 a year. The government offers a big incentive by adding a 25% bonus, meaning that for every £4 saved, the government adds £1. The money can be used to buy a first home…

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ECONOMIC REVIEW FEBRUARY 2017

Category: Company Planning, Investments, Pensions, Protection

Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your individual requirements. We hope you will find this review to be of interest. STRONG UPTURN INWORKPLACE ACTIVITY SEEN In the latest ‘Household Finance Index’ from IHS…

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HOW YOUR INCOME NEEDS CHANGE OVER TIME, AND HOW TO PLAN FOR WHEN THEY DO

Category: Pensions

Will your need for income change during your retirement years, and if so, by how much? This can be a difficult question to answer and the response is likely to differ from person to person. It will depend on factors that are personal to you such as the age at which you retire and your state of health in your later years. Stock market performance and the impact of inflation also need to be taken into consideration when planning your…

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