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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Reaping the Harvest: Pension Simplification

This is a guest post by Jon Hogg of Old Mutual Wealth. Jon is kindly speaking at our next Technical Club event on 20th September 2018 titled: Reaping the Harvest. 6th April 2006 heralded the introduction of “Pension Simplification”! I think it fair to say that this premise was not delivered with successive Chancellors tinkering […]

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Getting the team back together

We are very excited to introduce our newest team member, Charlotte Curd! Charlotte previously joined us as an apprentice and quickly gained several financial planning qualifications. After a brief time with Old Mutual Wealth, she has now completed her studies and has obtained her Diploma in Regulated Financial Planning which makes her (we believe) the […]

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Pension transfers may have peaked

Transfers out of private sector final salaries boomed in 2017 but have slowed since. There was a dramatic increase in the value of number of transfers out of defined benefit (usually final salary) pension schemes in 2017. A recent Freedom of Information (FoI) request to the Financial Conduct Authority (FCA) revealed that the value of […]

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Even the government thinks tax is too complicated!

The Office of Tax Simplification (OTS) is looking at ways to simplify tax on savings. The OTS is looking at the way in which savings and investment income is taxed, which can be very complicated. Its May 2018 paper states, the interactions between the [tax] rates and allowances is sufficiently complex at the margins that […]

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Technical Club May 2018 – The Winning Formula

Our second Technical Club of 2018 kicks off on the 17th May and we would love to see you in the stands (pie optional).   fa-users  Who?This is an invitation-only event for selectclients and professional connections.      fa-location-arrow  Where?Our prestigious office atThe Old Court House, 191 High RoadSouth Woodford, London, E18 2QF    fa-calendar  When?Thursday 17th May 2018Kick-off at 10:00 am. […]

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How to find your state pension forecast

How much will your state pension be? Most working people in the UK will be eligible for the state pension eventually. How much you get and when will depend on your personal circumstances. You need to have contributed 35 years of full national insurance contributions to qualify for the full state pension, but you can […]

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