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.
Personal Financial Planning
Thursday, May 17th, 2012
Back to the basics of personal financial planning ISAs, SIPPs, SSASs, VCT, EIS… It’s enough to make your head and eyeballs spin. Judging by the amount of acronyms the financial services has, there’s some justification of the view that the industry is awash with abbreviations and jargon. No wonder it’s easy for people to view [...]
Tags: financial planning, independent financial advice
Posted in Get it right, Weekly Articles | No Comments »
Take the strain out of financing your business
Friday, May 4th, 2012
Does your business need finance or are you considering a refinance package? Probably for many people, the answer is ‘yes’ to one or the other. Finance, whether it’s for starting up or to fund expansion is a vital part of any business, meaning it’s crucial to get it right. So where do you start? The [...]
Tags: banks, business finance, commercial finance, commercial mortgage, commercial property, independent financial advice
Posted in Business Finance, Commercial Finance, Get it right, Weekly Articles | No Comments »
Planning for your future? Take action!
Monday, April 23rd, 2012
Pensions are in the news again and with so many legislation changes over the last few years on private pension provision, it’s always useful to have a look over all the options available to you. Pension and retirement planning now needs a multi-dimensional approach and with many choices available, it can seem daunting and quite [...]
Tags: independent financial advice, pensions
Posted in Get it right, Pension, Retirement, Weekly Articles | No Comments »
Investment Portfolio
Friday, April 13th, 2012
New tax year, same old investment portfolio? Now the new tax year has dawned, it seems a good time for some financial spring cleaning and reorganisation. With that in mind, we thought we would share the question one of our clients asked us recently: how can I be confident that I’ve got a suitable mix [...]
Tags: banks, commercial property, funds, independent financial advice, investments
Posted in Get it right, Investment, Investment, Weekly Articles | No Comments »
Buying Corporate Bonds – Is Now a Good Time?
Thursday, March 29th, 2012
With Bank of England interest rates remaining at a record low, we’ve been asked by a few of our clients whether they should be buying corporate bonds. In short, there’s no simple answer to this. As with many things, it depends on your circumstances and what you want from your investments. Your best starting point [...]
Tags: corporate bonds, equities, investing, investment
Posted in Get it right, Investment, Investment, Weekly Articles | No Comments »
Abolition of Protected Rights
Monday, March 26th, 2012
RIP Protected Rights 6th April 2012… and yet another tax rise! We’re afraid the politicians are at it again with yet more changes to pension rules. This time it’s the abolition of protected rights. For pensions geeks (like those at Worldwide) these constant changes provide interesting challenges to be overcome when helping clients plan their [...]
Tags: budget, pensions, protected rights, retirement
Posted in Get it right, Pension, Retirement, Weekly Articles | No Comments »
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 »
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