Daniel Stansall achieves the Certificate in Securities Advice and Dealing
Wednesday 24 June 2015
Daniel Stansall passed the Chartered Institute of Insurance J12 exam, and receives a Certificate in Securities Advice and Dealing.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
How will the Conservative manifesto policies affect your personal finances?
Wednesday 20 May 2015
We review the Conservative manifesto pledges and how they are likely to affect your personal finances if they are introduced during the next 5 years.
Pension Regulator recommends employers to plan ahead for auto enrolment
Thursday 30 April 2015
The Pensions Regulator has issued findings from an Employers Survey conducted in Autumn 2014, confirming that although more employers...
Trustees warned to keep accurate record keeping given new pension legislation
Tuesday 14 April 2015
Pension scheme trustees must make accurate record-keeping a priority given the increase in pension flexibility and minimum governance standards...
A Budget Round up – March 2015
Thursday 26 March 2015
Although no change was made to the annual pension savings allowance, the Chancellor has reduced the pension lifetime allowance.
How should trustees communicate new retirement choices to members?
Monday 9 March 2015
Pensions Regulator publishes draft guide which should allow pension scheme trustees to provide members with defined contribution retirement choices.
Simon Prestcote recognised by CISI as a Chartered Wealth Manager
Tuesday 3 March 2015
The CISI award this designation to ‘senior members in the retail sector at the pinnacle of their profession.
Information published to prepare trustees for new pension legislation
Tuesday 17 February 2015
On 12th February 2015 The Pensions Regulator issued an ‘Essential Guide’ that can be used by trustees of defined contribution pension schemes.
Small and micro businesses to receive Pension Regulator Auto Enrolment letter
Monday 2 February 2015
In January 2015 The Pension Regulator confirmed they will write to 1.5 million addresses across the UK from February 2015.
Government legislation to facilitate auto enrolment for smaller companies
Monday 8 December 2014
On December 1st 2014 The Department for Work & Pensions issued ‘Technical Changes to Auto Enrolment,’ a consultation on draft regulations.
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