Nicola Watts: ‘Financial Planners must guide clients through the maze’

Following on from my last article, it appears, that the Treasury select committee may not (and I can’t understand why they wouldn’t) have read my latest article – a simple request to stop messing with pensions and long term savings. Following the publication of the household finances report at the end of July, are we set for another raft of changes?

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Nicola Watts: Stop messing with pension tax relief

Once gain the question of whether there will be changes to pension tax relief raises its ugly head.

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Leading Planner shares secrets of finding the right clients

 

A Financial Planner has revealed her tips for finding and retaining the right clients to help her business flourish.

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Nicola Watts: Just flogging pensions is not enough

I read with interest the article online at Financial Planning Today which stated that the results of a recent Aegon study showed that 38% of respondents were not confident about their ability to retire comfortably and were unprepared in terms of pensions and saving to fund their retirement.

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