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Previous 'Did you know?' Articles

Pension age changes for the over 50’s and income tax changes in the tax year starting April 2010

2009 Financial and Tax Planning Opportunities

New Year’s Savings Resolutions 2009

The 3’R’s….Being prepared!

ISO 22222 and what it means to you

All Change in April 2008! (tax year 2008/2009)

New Years Financial Resolutions (2008) - link removed as information is out of date

Drawing Pension Benefits/The Decision

Don't forget to use your Capital Gains Tax allowance! (tax year 2007/2008) - link removed as information is out of date

Why you should choose a Certified Financial PlannerCM Professional

The China Effect

Equities can go down as well as up!

Asset Allocation

Pensions A day - Top ten tips - link removed as information is out of date

Educating Children

Pension Sharing on Divorce (also see Independent Financial Advice and Resolution)

Spring Clean your finances - link removed as information is out of date

 

Other Articles

Independent Financial Advice and Resolution (also see Pension Sharing on Divorce)

Getting Financial Advice     What you should do before, during and after the advice interview?

 

Useful Links

BR19 form - State Pension Forecast Form

CA1543 form -Contracting Back into the Second State Pension Form

Premium Bonds -Premium Bonds (apply on line)

Flow Chart - What happens if you die without a will (under English and Welsh law)

R85 form - Getting your interest without tax being taken off

 

FSA Guides

Starting a pension

Review your pensions

Retiring soon - what you need to do about your pensions

Annuities and other Retirement Options

Income Withdrawal - a retirement option for you?

Checking your identity - the fight against money laundering, financial crime and terrorism

 

2010-07-14 You At Work
Employee benefits news: Govt''s pension plans will have ''huge effect''
Many workers may be interested to find out if the government''s proposed pension changes can put the onus on organisations to implement employee benefits...
2010-07-12 Investments.co.uk
Pensions to be affected by CPI decision
An investment expert has claimed that linking pensions to the consumer prices index (CPI) will have a significant impact upon retired individuals. The government recently announced that pension payments for final salary schemes will now be linked to the CPI instead of the retail prices index (RPI) With the.
2010-06-24 Money Marketing
Advisers back bank move but fear fee increases
Advisers welcome the Governments plans to move prudential regulation to the Bank of England but want the new Consumer Protection and Markets Authority to levy fairer...
2010-06-21 Modern Selling
GOOGLE AIMING TO TEMPT IFAs ONLINE
Daily internet usage in the UK is increasing by 22% year on year and there are strong adoption rates among older and more affluent demographics. These are key markets for the financial services community, according to Google, which is aiming to tempt more independent financial advisers (IFAs) into using the..
2010-06-02 MoneyNews
Culture of apathy exists in UK pension system, says expert
Savers are apathetic towards pensions in the UK, according to a sector analyst, who suggested the systems employed by other countries are more...
2010-06-02 Key Retirement Solutions
Could equity release help those who are apathetic toward pension saving?
The UK could be heading for a pensions crisis if something is not done about the lack of interest in pensions, it has been claimed. This could inspire those who have not been saving to look into equity release plans as a way of boosting their retirement finances through the value of their property...
2010-05-13 FT Adviser
Back in the game
Commercial property suffered a double digit drop almost overnight not so long ago. Some said the revaluation 18 months ago was inevitable while others were surprised by the dramatic plummet. Since then, in the last 12 months, commercial property funds have seen a slow but sustained...
2010-04-22 Citywire
Churchouse clashes with Virgin over business name
Virgin Money is applying for a trademark name which could conflict with the intellectual property rights of IFA-firm Churchouse Financial Planning. The Guildford-based firm, headed by Keith Churchouse (pictured), has owned the Churchouse trademark since 2007 but Virgin - which bought the west..
2010-04-16 IFAtalk.co.uk
New book by IFA Keith Churchouse
'Sign Here, Here and Here!...: Journey of a Financial Adviser' charts the journey of financial planner Keith Churchouse throughout his career in the financial services...
2010-04-14 Citywire
Advisory fees: the best way to get clients to pay
Cheque, standing order, or commission offset? Advisers Suzanne Allen, James Harvey, Phil Wise and Keith Churchouse discuss how they take their fees. Suzanne Allen Managing director, Heritage Financial Advisers We take the £1,700 plan fee by...