Removing the need to annuitise by age 75

Removing the need to annuitise by age 75

As you may be aware the Government have confirmed an intention to end compulsory annuitisation at age 75. We know that this will be very good news for some of our clients. This article  is simply to keep you up to date with what is going on. INTERIM MEASURES In an...

Caroles year as president of the PFS

Carole Nicholls, outgoing president of the Personal Finance Society (PFS), has done much to raise the profile of the organisation and the level of professionalism in the industry. However, she has not gone quietly and has made it clear there are many issues that...

A true success story in Bristol

Jeff Prestridge of the financial times only has good words to say about Carole Nicholls  in this article. We are proud that Mr Prestridge believes as we do that the future of financial advice in this country is based on a model of professionalism, looking after your...