by Hannah | Mar 10, 2011 | Case Studies
Background Bob and Wendy own their own house, value £295,000 with no mortgage Bob is in receipt of a final salary pension benefit of £18,000 per annum plus his state retirement pension Wendy worked as a care assistant and has a small pension of £4,000 and her state...
by Hannah | Mar 10, 2011 | Financial Articles
This is an update for employers. Last week the Department for Works and Pensions confirmed a number of important points 1 Despite the change in Government – NEST will still be introduced in October 2012 2 Only employees earning...
by Hannah | Mar 8, 2011 | Resources
In your portfolio you will have a spread of investments. It is essential that you understand the risk involved. In general terms every single investment carries with it an element of risk. If you leave your money ‘under the bed’ you may have it stolen and at best it...
by Hannah | Jan 17, 2011 | Events
A series of workshops continuing throughout 2011 arming the employer with the essential facts. These workshops are suitable for employers, HR managers, Pension administrators, Managing directors, Company advisers. Pensions Update Seminar 1 You are invited to attend:...
by Hannah | Jan 1, 2011 | Financial Articles
January is traditionally a time when we look forward, make resolutions and attempt to put our house in order. It is very apparent from our clients that those who regularly review their investments, tend to achieve results which mirror their expectations. Life Plan...
