Video: I want to retire in 5 years. Please advise me.

Mar 27, 2015 No Comments by
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With the new world of pension freedom just around the corner, this humorous video created a few years back now, is worth a view.

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Generous Financial Advisers Bail Out Naive Investors Again

Mar 26, 2015 2 Comments by
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Financial advisers have announced that they will be bailing out naïve investors to the tune of £20 million this year. Advisers will be finding this money, at short notice, from the profits they have generated and paying it into a fund, called the FSCS, which helps those who have been the subject of bad advice […]

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Education, education, education and pensions…..

Mar 25, 2015 3 Comments by
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if we don’t educate the young then the problem gets worse and the ‘car crash’ becomes a pile up. The UK pension system (both private and state) has been in decline for many years and little has been done to reverse this. In recent years there have been calls to overhaul the system and the […]

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Why I’m investing in podcasting & videos

Mar 24, 2015 12 Comments
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I built a shed the other week. It’s a 3 x 3 potting shed, and I built it in the corner of a meeting room at my office. I’m aware that sheds usually go outside, but never one for convention, this one lives inside and it serves a very useful purpose. After building the shed […]

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In defence of BACK2Y-ers (and why you can’t trust Financial Journalists).

Mar 23, 2015 10 Comments
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“Journalism: A profession whose business is to explain to others what it personally does not understand.” Lord Northcliffe Imagine the situation. You’ve been sent to Poland by your Employer, to a Convention on Polish Architecture in the 17th Century. You don’t speak Polish, you don’t like Poland and you have no interest in architecture. But […]

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Spring Cleaning Your Client List

Mar 22, 2015 No Comments
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Shedding clients: one issue no business can sidestep Like it or not, letting some clients go is an essential step for success. It’s a bit like doing a spring clean at home. Every so often I need to clear out all of the stuff that I no longer want or need. The same principle applies to […]

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Politics, pensions and Don Quixote (what does he say?)

Mar 20, 2015 No Comments
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There was a budget this week. Seriously. We had Sam Dale taking a look at it just before and just after. His snap summary of Osbourne’s four pronged attack on savings policy is a good pocket sized commentary on the points that matter for advisers and their clients. More controversially, Sam suggested before the budget […]

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Budget 2015: Osborne stays focused with clear election message

Mar 18, 2015 No Comments
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In 2010 the Conservative party election campaign was a shambles with no clear consistent message to tell the country. One minute they were talking about deficit reduction then protecting the NHS before flitting to the nebulous Big Society. It was unfocused and the party did not know which voters it was trying to attract and how. […]

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‘Don’t mention advice’

Mar 18, 2015 4 Comments
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It would have taken a lot to top the surprise of the 2014 Budget, when ‘freedom and choice’ was announced.’ To a large extent, the changes announced to pensions in the 2015 Budget were already well trailed. The lifetime allowance will be reduced to £1m (from £1.25m) from April 2016, with plans to index it […]

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