Savvy News

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The Budget 2017 – Posted 22 November 2017

The 2017 Budget was announced on the 22nd November by the Chancellor of the Exchequer, Philip Hammond. We hope this brief summary helps you gain a quick grasp on the key points delivered by the Chancellor from the dispatch box… Read more

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banksBanks more trusted than pensions Posted 19 October 2017

Following a survey carried out by consumer group Which? Less than a quarter of consumers, 23%, said they trusted long-term financial products, such as pensions… Read more

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Intergenerational Planning for IHTIntergenerational Planning for IHT Posted 26 September 2017

The ‘Baby Boomer’ generation is approaching retirement age and therefore means the next ten to twenty years will be decisive for the fortunes of families in the UK… Read more

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Inherited money from ISAs Posted 19 September 2017

Recent figures from HMRC showed that in April 2016 there was £518 billion in adult ISAs with more than half of this held by over 65s. That is a very large amount of wealth which will be changing hands over the coming years… Read more

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General election womenWhat are the 3 main political parties offering Women? Posted 05 June 2017

With the election a matter of days away I thought it would be interesting to see what each of the main parties were offering to make the lives of working women easierRead more

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ISAWe all like guarantees… How about guaranteed growth on your ISA? Posted 30th May 2017

What if you could invest into an ISA that offered a guarantee? A guarantee of better potential growth than cash while providing certainty for your capital or future income… Read more

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Mortgage Life InsuranceDoes your Life Insurance cover your Mortgage Debt Posted 25 May 2017

An analysis by Aegons latest protection claims statistics has suggested people are likely to be under-protected for the amount of mortgage debt they have… Read more

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The Spring Budget 2017 Posted 08 March 2017

The Spring Budget was a announced on 8th March by the Chancellor of the Exchequer, Philip Hammond… Read more

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Safe tax planning – the avoidance of doubtPosted 21 February 2017

HMRC’s latest weapon in the battle against tax evasion and avoidance is the introduction of new penalties against ‘enablers’ of unacceptable tax avoidance schemes… Read more

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Retirement £13.6bn more fun than 10 years ago! Posted 11nd October 2016

A typical retired household has increased its spending on essentials just 38% in the last ten years – meanwhile spending on having fun has increased by 56%… Read more

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Why the next wave of claims is never far away Posted 23rd September 2016

Advice firms are in the business of providing valued services to clients: financial planning, managing investments tax-efficiently, and for some firms, helping clients to achieve their life goals… Read more

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Administrator Vacancy Posted 3rd August 2016

The Administrator provides both clerical and administrative support to the Company Directors, either as part of a team or individually. The role plays a vital part in the administration and smooth-running of the business… Read more

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The Pension Regulator enforcement action quadruples Posted 11th May 2016

The number of actions used against employers rose from 1,947 in 2014/15 to 8,812 in 2015/16… Read more

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The Budget 2016 Posted 16th March 2016

The 2016 Budget was a announced on 16th March by the Chancellor of the Exchequer, George Osborne… Read more

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Spending Review & Autumn Statement Posted 25th November 2015

The Autumn statement was made on 25th November by the Chancellor of the Exchequer, George Osborne… Read more

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Paul Lewis: FCA must rethink ‘restricted’ advice rulesPosted 10th September 2015

Less than three years since the RDR there is to be another review of financial advice. Here is my two penn’orth. At the moment anyone can call themselves a financial adviser. Even me (*ducks*)… Read more

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Pensioners promised 8% returns in unregulated car park scheme Posted 5th August 2015

Pensioners are being offered Gatwick car parking spaces with investments of £25,000 as part of an unregulated investment scheme… Read more

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Paul Lewis: Unfair FSCS levy punishes honest advisers Post 30th July 2015

I got a tweet from a financial adviser last month. “Why has my levy for the Financial Services Compensation Scheme gone up 529 per cent?” he asked. Others joined in: “up £2,000,” said one. “Pretty much tripled,” said another. And so on… Read more

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How the Chancellor has given you a one time only opportunity to add extra to you pension Posted 20th July 2015

Well the chancellor threw in a few surprises, sat on the fence and deferred to a later date some decisions, especially on pensions and pleased and upset individuals in equal measure… Read more 

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Pensions Freedom – the 7 things you need to know Posted 30th April 2015

 Whether you are saving for your retirement, or about to retire, the changes announced in the 2014 Budget will give you more freedom, choice and flexibility than ever before… Read more

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Personal Tax & Allowances Posted on 20 April 2015

2015/16 Income Tax, Capital Gains Tax & National Insurance… Read more

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Woman less prepared for Retirement Posted 13 April 2015

A recent global survey by Aegon has exposed the difficulties women face in preparing for their retirement and that Financial Advisers should help promote pension strategies that take into account those savings barriers men do not face… Read more

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