Get it right
In this section we aim to provide guidance on the financial advice given by advisers.
You can see below links to a range of advice that was given to customers on specific topics.
Our experts rate the advice within that particular topic and give guidance. We always exclude the customer’s name for confidentiality.
Investing In A UK SIPP
Wednesday, February 22nd, 2012
Which Retirement Road to Take? Given recent Government rulings about pensions, retiring in your mid-fifties might seem like a far-fetched dream. But is it possible to have a pension scheme flexible enough to allow you to retire at the age of 55? One of our readers asked us recently about what kind of pension scheme [...]
Tags: independent financial advice, investing, pensions, retirement, SIPPs
Posted in Get it right, Pension, Retirement, Weekly Articles | No Comments »
2012 Tax Allowances – Use Them or Lose Them!
Tuesday, February 21st, 2012
With Christmas now just a distant memory, what do we have to look forward to in the coming months until the Easter rabbit calls? But if you’ve already had too much of crème eggs and chocolate bunnies, how about looking forward to making use of your 2012 tax allowances. ‘Looking forward to’ and ‘tax’ are [...]
Tags: independent financial advice, ISAs, pensions, tax, tax relief
Posted in Capital Gains Tax, Get it right, Really Useful Money Stuff, Retirement, Weekly Articles | No Comments »
Draw Down Pension
Friday, February 10th, 2012
GAD Only Knows? Not a misquote of the famous Beach Boys hit, but three letters which are causing people with some types of private pension to suffer a near 20% drop in income.(1) The Government Actuary Department, or GAD as it is also known, sets the limits on the income people can take from their [...]
Tags: annuity, annuity rates, pensions, saving for retirement
Posted in Get it right, Pension, Retirement, Weekly Articles | No Comments »
Life Insurance Annuity
Friday, February 3rd, 2012
‘Annuities? I don’t think so!’ This was the reaction of one of our clients, when we were discussing their income in retirement. If you’ve not heard the term before, an annuity is a guaranteed income for life, which you buy from an insurance company with your pension fund. Most people who are not lucky enough [...]
Tags: annuity, annuity rates, life insurance
Posted in Get it right, Life Insurance, Pension, Retirement, Weekly Articles | No Comments »
Long Term Care Costs
Monday, December 19th, 2011
Long Term Care Costs – Why Where You Live Makes a Difference Two weeks ago we wrote about long term care costs and funding. One of the subjects we mentioned in our article was the contribution to nursing care costs that some people are eligible to receive. This is an area where many people who [...]
Tags: long term care, long term care costs, property
Posted in Get it right, Long term Care, Long Term Care, Weekly Articles | No Comments »
UK Pension Fund
Monday, December 12th, 2011
Doom, Gloom and Taxes, and your UK Pension Fund The days are short, the economic recovery seems uncertain and Christmas is fast approaching. Amidst all the gloom and bad news a discussion on death and taxes with one of our clients didn’t seem inappropriate and the proverb attributed to Benjamin Franklin one of the Founding [...]
Tags: funds, investments, pensions, retirement, saving for retirement, savings
Posted in Get it right, Pension, Retirement, Weekly Articles | No Comments »
Long Term Care Planning
Monday, December 5th, 2011
Protect Your Property from Long Term Care Costs The subject of long term care is an emotional one for many people. It’s also very much a financial subject. Long term care can be expensive. There is no getting away from that. However, by taking the right advice and having the facts, it doesn’t have to [...]
Tags: long term care, long term care costs, property
Posted in Get it right, Long term Care, Long Term Care, Weekly Articles | No Comments »
The Pension Geek’s Pop Quiz
Monday, November 28th, 2011
The Pension Geek’s Pop Quiz. Welcome to the Worldwide Pensions Pop Quiz! Want to know more about pensions? Worried about how you can fund yours? Test your knowledge of pensions, and pensions-related songs, against our Pension Geek’s and find out the facts along the way! “Will you still feed me when I’m 64?” In the [...]
Posted in Get it right, Pension, Retirement, Weekly Articles | No Comments »
Pension Funding
Friday, November 4th, 2011
Take a SIPP from the pension cup Pension funding… Probably not something you spend much time thinking about. But it’s something we think a lot about. Especially when one of our readers asked us recently how could an adviser add value to her pension fund? Traditionally retirement funds or policies have been built up over [...]
Tags: FTSE100, funds, independent financial advice, Independent Financial Advisers, Inheritance tax, pensions, tax
Posted in Get it right, Inheritance Tax, Investment, Pension, Retirement, Weekly Articles | No Comments »
Savings Accounts For Children
Friday, October 28th, 2011
Junior ISAs: kick-starting the savings habit? The Junior ISA launches on the 1st November, after much fanfare from the government. It all sounds good at first glance – a savings account for children which is a mini version of an Individual Savings Account (ISA), with a tax-free contribution allowance and access allowed when the child [...]
Tags: Inheritance tax, investing, investment, ISAs, offshore bonds
Posted in Financial News, Get it right, Investment, Investment, Weekly Articles | No Comments »
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