Blog

Auto enrolment ‘duties checker’ from the Pensions Regulator

The Pensions Regulator has produced an animation to provide information about its ‘duties checker’ tool and what it’s asking clients to do. The ‘duties checker’ helps employers work out what they need to do and by when, and ensures they only complete the tasks relevant to their duties. In... Read more

Demand increases for new state pension statements

The number of people accessing their new state pension statement has increased by almost 40% in the last 6 months to around 400,000. This is an increase on the previous year when there were 400,000 requests in total. Anyone over the age of 18 can access information about their state... Read more

New Pension Tracing Service website launched

A new DWP website has been launched by the Pension Tracing Service to help people find their lost workplace or personal pension savings. There is currently an estimated £400 million unclaimed. The new service is simple to use and provides trace results immediately. Individuals enter their former... Read more

Do Life Insurance and Critical Illness Policies Pay Out?

Protection claims statistics 2015 According to the latest ABI data, 97.2% of overall protection claims were paid out in 2015 (a slight decrease from the year before) but the percentage of critical illness claims that were paid out increased. When claims were declined this was usually due to... Read more

Taking the jargon out of pensions

A new guide to pension’s language (consultation and draft guide published on 27th April 2016) could see the end of terms such as ‘uncrystallised pension funds lump sum’ and ‘flexi-access drawdown’ which have been used since the pension freedoms were introduced. Co-ordinated by the ABI, with... Read more

Testimonials

My Advisor was excellent and went through all the options with me to insure I invested my funds in the best possible fund to suit my requirements.

Colin and Sue of Milton Keynes

I was really pleased with the amount of time my Advisor took in explaining the proposals. I was also pleased that he was so patient with my questioning - trying to understand financial matters when One isn't as familiar with them as the Advisor can be challenging but Paul has been great, listened to us and answered all our queries clearly

Chris of Milton Keynes

CALL US NOW T: 03452 411102 T: 01908 380505

Alternatively send an email enquiry

Request a Call Back

Data protection
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. For more information on how we protect and deal with your personal information, please refer to our Privacy Notice. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.