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The importance of pension scheme governance

Now that contributing to employee’s pension is compulsory to compliance, the importance is shifting to not only providing a workplace pension – but to providing a great workplace pension. Find out more about the importance of pension scheme governance.

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Best practice in running a business, key financial reports and cloud efficiencies

A growing trend in working life is for people to begin businesses later on in life, sometimes to phase their retirement or to earn extra income in retirement. Steve Blissett of Rodliffe Accounting outlines best practice for starting a new business and sheds light on the technology simplifying accountancy for business owners.

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The constraints of making gifts under a Power of Attorney

Can I make gifts as a Power of Attorney? It’s a common question, and the answer is yes – but there are strict rules to be adhered to. Neil MacGillivray, Head Of Technical Support at James Hay explains.

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What our clients say

Our values underpin our client relationships and we strive to make them evident in all we do.

UNCOMPROMISED

Uncompromised sums up the way we work and our dedication to getting the very best outcomes for our clients. Our advice is independent, so nothing comes between us and recommending the right mix of products for our clients to meet their financial goals.

APPROACHABLE

Regular contact benefits everybody. It builds our clients’ financial knowledge and deepens our understanding of their personal circumstances, because the better our understanding, the more precise our advice will be.

CLARITY

We make sure our clients are clear on their financial situation, so they feel in control. We communicate using plain English and take our time to explain our recommendations with clarity.

GENUINE

We know open and honest dialogue is crucial to successful client / adviser relationships, so we’ll always talk frankly with our clients about their financial goals.

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Money Matters Winter 2017