Author Archive | admin

Pensions are for the self-employed too!

The Department for Work and Pensions (DWP) wants to increase pension savings among self-employed workers. Since it was launched seven years ago, pension automatic enrolment has been a great success with almost 10 million people joining a workplace pension arrangement to date. Take-up rates have been much higher than some pundits had forecast – the […]

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New auto enrolment changes are on the horizon

Early in December 2018, the Department for Work and Pensions (DWP) published the thresholds that will apply to automatic enrolment pension contributions with effect from April 2019 (subject to final approval from the Secretary of State). The three key changes to be aware of are: The Earnings Threshold This is the trigger level of earnings […]

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What our clients say about us

In this blog post http://www.bbifp.com/2018/12/28/ten-years-of-feedback/ , we discussed the data from a decade of client feedback forms. We are extremely pleased with the results of our ongoing surveys and will do our best to maintain these standards. What we were not able to do there was show all the wonderful comments we have received over […]

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Ten years of feedback

We’ve just updated our process for collecting client feedback (read more about this here), and it was while updating this that we realised we have been asking clients to fill in our post-sale questionnaires for ten years. Our very first form was issued on 26th October 2009….and has not yet been returned. Plenty of others […]

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We’ve updated our client feedback form

Feedback from our clients is a valuable and important part of our relationship. Clearly we only ever want to hear good things, but the bad is important too. We’re not perfect, although we try to be. For ten years we have been sending these forms in the post with policy documents and over the last […]

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Our Core Values

BBi Financial Planning is committed to professionalism. To us, this means we want to do the best things by our clients. We have demonstrated this over the years by our fierce commitment to independence (because our only concern is our client) and to our status as a Chartered firm (which was one of our first […]

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Inheritance tax reporting changes are coming

The Office of Tax Simplification (OTS) has published the first part of its inheritance tax (IHT) simplification review. If you are concerned about inheritance tax and how it might affect you, give us a call on 020 8559 2111. This new report highlights a variety of issues with the current IHT system: IHT returns are […]

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Inflation danger and Index-linked savings certificates

National Savings & Investments (NS&I) savings certificates will next year be indexed to inflation measured by CPI instead of RPI. This is a story about the dangers of inflation … NS&I certificates have not been on sale since 2011, but NS&I allow existing certificate holders to reinvest in new series of certificates when their old […]

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More people are working past 65

Did you plan on retiring at 65? According to the latest statistics from the Office for National Statistics, the trend of rising employment is not limited only to working-age people. The new data reveals a growing number of people are now working beyond what is still viewed as the traditional retirement age for men. During […]

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