Taking advice early and developing a personal nancial plan is crucial to meeting long-term goals Succession planning may be one of the most challenging experiences facing any leader, especially an entrepreneurial business person who has built a family business from scratch, so it is crucial to get right. For a family business, transition is a…
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We are delighted to be a nominated finalist in the Professional Adviser Awards 2018 for the categories ‘Best Support Services for Advisers’ and ‘Best Adviser Website’. Last year, more than 200 advisers, firms and providers were under consideration for the awards, which seek to reward excellence within both the financial advice community and among the…
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This week saw Truly Independent host our 6th Affinity Meeting. Hosted 2 or 3 times a year these events allow us to get all of our Independent Financial Advisers and Head Office Staff together for the day. It also provides an opportunity to deliver important updates on the business progress, deliver some training and have…
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How will it affect your retirement plans? Will you be one of the millions of workers who will have to work an extra year before retiring after the Government announced that it would be extending the retirement age to 68? New plans announced in July this year mean that the rise in the State Pension age to…
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‘The Happy Financial Adviser’ book, by Andrew Goodwin, has recently become an Amazon #1 Bestseller. Launched in 2017 the book has also gone onto receive many 5 star reviews. The book focuses on embracing happiness in order to achieve greater success for financial advisers and their clients. Advisers are encouraged to connect with more people,…
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How certain innate behavioral traits influence our decision-making With historic ultra-low interest rates on savings, many investors over the past decade have turned to income-paying funds as an alternative to cash-based savings. Changing life plans and priorities mean we now encounter varying income needs and goals throughout our life and, when investing, certain innate behavioral traits will influence…
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Consumers lost £130 million by sticking with the same pension provider in 2016 New research finds consumers could be missing out on thousands of pounds in retirement by not shopping around for their pension product. This means their pension pot may not stretch as far as they hope it will, yet a significant proportion of people expect…
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Protecting your portfolio from the ups and downs of investing. No particular investment consistently outperforms other investments. One of the most effective ways to manage investment risk is to spread your money across a range of assets that, historically, have tended to perform differently in the same circumstances. This is called ‘diversification’. While it cannot…
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Dad’s putting their family’s financial security at risk if the unexpected were to happen. What would happen to you and your family in the event of unforeseen circumstances, such as the diagnosis of a serious illness or premature death? Worryingly, research from Scottish Widows reveals that more than half (53%) of men in the UK…
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Managing your pension savings effectively and efficiently from a single pot. If you’ve worked for two or three different employers, it’s possible you could have a workplace pension from each of them. You might also have set up a personal pension, so they can add up quickly. Pension consolidation lets you simplify your pension arrangements and…
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Taking advice early and developing a personal financial plan is crucial to meeting long-term goals Succession planning may be one of the most challenging experiences facing any leader, especially an entrepreneurial business person who has built a family business from scratch, so it is crucial to get right. For a family business, transition is a…
Read more
Dads putting their family’s financial security at risk if the unexpected were to happen What would happen to you and your family in the event of unforeseen circumstances, such as the diagnosis of a serious illness or premature death? Worryingly, research from Scottish Widows reveals that more than half (53%) of men in the UK…
Read more
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