Mind the gap between retirement and pension losses from lifestyle funds

Many of us with workplace pensions may be largely unaware as to the fund choice of those particular types of plans, with default being the fund selection choice for most arrangements. Such plans, that are often set up as workplace pensions are based upon a selection of “Lifestyle” or “Working Strategy” funds. Put very simply,…

The Consumer Duty- a practical approach to the changes required.

Why the Consumer Duty? Do a Google search into the use of UK financial advisers by the public and the general theme is one of scepticism; a questioning as to the value and integrity of advisers and a constant reassurance that they are not just for the wealthy. It doesn’t make for great reading and…

|

Struggled to get a mortgage as a business owner or a sole-trader? By Jonathan Myers

Quite often clients are turned down by large lenders as they only are able to offer their own restricted range of products. As we are independent mortgage advisers we can help find a product that suits your needs from a wide and diverse range of product providers. As a small practice we also pride ourselves…

End of content

End of content