Congratulations to Jenna!

Congratulations to Jenna!

Congratulations to Jenna Huartson on passing her investment exams; R02 Investment Principles and Risk, J10 Discretionary Fund Management and AF4 Investment Planning. Having worked very hard, Jenna sat and passed all three exams in October, 2015 – a fantastic...
Summer Budget 2015

Summer Budget 2015

In his Summer Budget on Wednesday 8th July 2015, The Chancellor, George Osborne, announced many changes to the UK tax system, and pensions. Trying to work out how they will impact on your circumstances, both now and in the future, can be a complicated task....

Automatic Enrolment for Employers

  Automatic enrolment is a Government initiative designed to ensure that more people save for their retirement through a pension scheme at work. Currently, not all employers provide a pension scheme for their workers and where they do, not all employees choose to join...