Blogs & News

3 protection products to help you protect your family if the worst should happen Each year close to a million people in the UK find themselves unable to work due to a serious illness or injury (ABI ). And it’s not uncommon to confuse the cover...

This blog focuses on a case study which we hope will paint a picture of what financial [caption id="attachment_6198" align="alignright" width="300"] Clive Barwell, Independent Financial Adviser and Head of Later Life Advice[/caption] planning is really about. In this example, I’ll illustrate how financial advisers create a bespoke,...

3 protection products to help you protect your family if the worst should happen It can be possible to get combined Life Insurance and Critical Illness Cover (CIC), for less than the cost of two individual policies – but check the small print as these policies...

3 protection products to help you protect your family if the worst should happen We insure our cars, our homes, and even our holidays – but very few of us protect ourselves and our families against illness or death. Could your family pay your mortgage or...

[caption id="attachment_6183" align="alignright" width="300"] Neil MacGillivray of James Hay Partnership[/caption] Neil MacGillivray of James Hay Partnership is relieved that the Chancellor decided to leave pensions and ISAs alone in his recent budget. He explains why a combination of the two is essential for retirement planning. James...

If you’re ready to decide what to do with your pension or you just want to understand what your options are when you turn 55, this blog has been written to help you.With new pensions freedoms in effect, you may not be aware of what’s...

HMRC has been working on updating its Pension Schemes Online (PSO) system and have decided to bring forward transferring existing scheme administrator data onto their new Pensions Online Digital Service to April 2018. This is to allow existing pension scheme administrators to register new schemes...

Wren Sterling has appointed Carolanne Robinson as its new Chief Operating Officer. Robinson joins Wren Sterling from Tilney where she was a senior member of its operations team for thirteen years. Robinson replaces outgoing COO, Jonathan Merry, who has been in place since the buyout of...

Venture Capital Trusts (VCTs) offer investors a number of tax benefits in return for taking the risk of investing in UK smaller companies. VCTs were once considered ‘niche’ investments, but recent events have put them on the radar of a much greater number of UK...

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