Welcome our blog. This is where we share thought-provoking, no-holds-barred opinions and commentaries on all things retirement income, financial planning and investing!
Top 7 Blog Posts in 2012
As we draw the curtains on 2012, I thought it would be good to thank everyone that read this blog during the past year. Without you reading, sharing and supporting us, we probably won't be here today, so thank you all very much. Here's a list to the most...
Happy New RDR Year
Today goes down in history as the day everything changes in UK’s retail financial services! Dinosaur insurers and providers are stripped of their power! It’s a brave new world. That unhealthy umbilical cord between advisers and providers is BROKEN! The balance of...
Weekend Digest for IFAs, Financial Planners & Paraplanners (15th &16th Dec)
Congrats to all those who passed their CII exams this week and for those who didn't keep going! It's been an exciting week for us at FinalytiQ HQ as we rejoice over our CII result, yours sincerely made a debut in NMA and our Adviser Survey on Paraplanning...
Survey: Adviser View of Paraplanning in a Post-RDR World
We'll be grateful if you can take 2 minutes to complete the survey below. (Please use this link if you have any problems the survey on this page.) ...
Weekend Digest for IFAs, Financial Planners & Paraplanners (8th & 9th Dec)
This week has been all about the Autumn Statement and it does take some time to digest the implications for clients especially those in a capped drawdown and those with decent-sized pension pots ( or DB entitlements). This is why we provide you a summary of all...
Autumn Statement 2012: Facts and Figures for Financial Planners/IFAs
Here's a quick snapshot of the relevant facts and figures in the Chancellor's Autumn Statement 2012 Amount Effective Date (Tax Year) Note Basic Personal Allowance £9,440 2013/14 previously expected to be £9205 Higher Rate Income Tax Threshold Increase of...
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