Financial planningFor individuals Grandparents can make a grandchild a millionaire from just £240 per month According to data produced by Skandia, if grandparents put just £240 a month (which equates…Diane PhillipsOctober 22, 2012
BlogFinancial planning The pension planning failure risk The lack of effective pension planning by a significant number of UK adults has been…Diane PhillipsOctober 10, 2012
Financial planningFor individuals Why you need help in drawing your Personal Pension benefits (more…)Diane PhillipsSeptember 25, 2012
Financial planning Higher rate pension savers missing out on tax relief Figures from HMRC show that 55 per cent of the estimated 900,000 higher rate taxpayers…Diane PhillipsAugust 29, 2012
Financial planningFor individuals Salary Exchange – what it is and how you can use it In these economic times why would you ask your employer to pay you less?! Salary…Diane PhillipsJuly 4, 2012
Financial planning Diagnosed health conditions and access to higher pension income According to MGM Advantage, in a study conducted by Research Plus with 2,086 UK adults…Diane PhillipsJune 21, 2012
Financial planningFor businesses Pension reform Auto enrolment has become a buzz word in the pension’s world. It is bandied around…Diane PhillipsJune 19, 2012
Financial planning Huge numbers of workers may be missed out of Auto-Enrolment The Pensions Regulator published guidance earlier in the year warning employers preparing for Auto-Enrolment (AE)…Diane PhillipsJune 7, 2012
BlogFor businessesOur news Holroyd appoint Cullen Financial Planning We're delighted to announce that we were recently appointed to look after the corporate pension…Diane PhillipsApril 12, 2012
Financial planning Protected Rights – new possibilities from April 6th Historically, many people chose to contract out of the State Earnings Related Pension Scheme using…Diane PhillipsMarch 28, 2012