June 24, 2016

People love to categorise, effectively putting items into neat boxes. This in turn enables the processor of these items to systematically deal with large quantities of whatever might be in a particular box, quickly and effectively by using the same set of rules and methodologies to deal with its entire contents in one go. 

In simplistic term...

June 20, 2016

A major global investment survey of Millennials, individuals aged 18-34, has proven this generation to be conservative when it comes to saving for the future and investing their hard earned cash. The largest asset in the average Millennial’s allocation in 2016 is cash savings. With this in mind, it’s no surprise that there is such a land gr...

June 17, 2016

In a bid to speed up innovation across the financial advice sector, last week the Financial Conduct Authority (FCA) launched an ‘advice unit’ to help advisers quicken the process of bringing robo-advice to market.

To be considered eligible, advice firms will need to produce a clear proposal outlining the consumer journey, and how regulations...

June 10, 2016

Research is being commissioned by financial planning firms in a bid to gauge what level of planning is being undertaken by individuals in preparation for retirement. This research is being undertaken with good reason as the results are proving that consumers are wildly under prepared for this milestone.

One survey revealed that the majority...

June 1, 2016


The Government is consulting on the introduction of a Pension Advice Allowance. If agreed, the allowance will grant pension savers the right to withdraw up to £500 tax free from their defined contribution pension up to 10 years early and redeem this against the cost of financial advice.


The raft of changes relating to pensions that have ta...

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