29 Jul 2010
Almary Green senior adviser Fiona Sharp recalls how a store card was flogged to a vulnerable pensioner...
15 Jul 2010
A long-term fixed mortgage range has been launched by Platform...
15 Jul 2010
IFA firms are being offered the opportunity to be actively involved in portfolio management and build a close relationship with their fund manager...
10 Jul 2010
Now is as good a time as any for people to get their finances sorted out and leave themselves well positioned for when mortgage repayments start going up again... Reproduced by kind permission of the EDP/Archant.
08 Jul 2010
Differing views from our panel on the knock-on effects on investment from the capital gains tax rise set out by Chancellor George Osborne in the emergency Budget...
25 Jun 2010
The FSA's proposed removal of grandfathering has moved the goal posts again for the developing market, according to Francis McGee, head of corporate affairs for Aegon...
22 Jun 2010
Take the right steps to protect yourself properly when investing in life cover... Reproduced by kind permission of the EADT/Archant.
17 Jun 2010
Advisers have called on the FSA to ensure advised and non-advised platforms have a level footing for regulation...
13 Jun 2010
Continuing low interest rates are forcing savers to consider new ways to generate the income they need and returns of up to 14% have put purchased life annuities firmly on some savers' agenda...
10 Jun 2010
Regulatory changes mean there will be more strategic relationships between product providers and advisers as they pick and choose their IFA partners...
03 Jun 2010
Concerns have been raised about the very future of BP and the knock-on effect on our pension funds. But don’t panic just yet, says personal finance editor Adam Aiken... Reproduced by kind permission of the EDP/Archant
25 May 2010
When it comes to planning our financial future, just how many of us fully understand how much risk is involved. And how much is right for us..? Reproduced by kind permission of the EADT/Archant.
22 May 2010
The Keydata story has reverberated around the financial services industry. It has demonstrated just how vulnerable both advisers and investors can be... Reproduced by kind permission of the EDP/Archant
13 May 2010
Toscafund is offering mortgage holders a golden goodbye if they remortgage with a new lender...
13 May 2010
Networking sites are changing the face of financial advice...
29 Apr 2010
Take a straw poll across the UK today and I would suggest you would find 80 per cent of people who hold insurance and pension policies do not have them written in trust...
29 Apr 2010
Employees are expecting to take more personal responsibility for their pensions as the recession dents many peoples' retirement plans...
27 Apr 2010
Did you know that by having a health issue, you could see your pension income boosted significantly..? Reproduced by kind permission of the EADT/Archant.
15 Apr 2010
‘There must be a better way forward’ has long been the cry of IFAs, discretionary fund management offers an alternative...
15 Apr 2010
The open market option is proving a great success however some people still need help...
15 Apr 2010
Female advisers are predicting that increased professionalism under the retail distribution review will encourage more women to join the IFA sector...
12 Apr 2010
So now you know how to get a mortgage, what else should you watch out for...?
08 Apr 2010
Nearly half of Britons receive a pre-inheritance gift from a relative or loved one before the person dies, according to research by life and pensions provider Aviva...
03 Apr 2010
When it comes to planning our financial future, just how many of us fully understand just how much risk is involved and how much risk is right for us? Reproduced by kind permission of the EDP/Archant
01 Apr 2010
Can annuities cater for a changing demographic? Are pensions fit for a twenty-first century purpose?
30 Mar 2010
Is an ISA better than a pension? That’s a question Independent Financial Advisers are often asked by clients... Reproduced by kind permission of the EADT/Archant.
25 Mar 2010
The Mortgage Works has launched limited and full liability guarantor mortgages...
25 Mar 2010
Retirement planning remains the number one request for support by consumers, according to Unbiased.co.uk’s latest Advice Drivers report...
18 Mar 2010
Not all Equitable Life policies are bad, in fact those holding retirement annuity policies and executive pension plans are onto a good thing...
17 Mar 2010
Advisers should be encouraging all staff to climb the qualifications ladder as financial advice is set to become more professional and increasingly specialised...
15 Mar 2010
The debate over the need for advisers to obtain qualifications under the retail distribution review (RDR) rumbles on but in my view there is no debate...
02 Mar 2010
With so many ways in which to invest money, how do independent financial advisers judge what’s best for clients..? Reproduced by kind permission of the EADT/Archant.
28 Feb 2010
Will I have to join the new government pension scheme being introduced in 2010..?
25 Feb 2010
The news came out recently that unemployment levels in the UK have officially fallen, although the truth would appear to be the opposite...
20 Feb 2010
Did you know that by having a health issue, you could see your retirement income boosted significantly..? Reproduced by kind permission of the EDP/Archant
16 Feb 2010
Norwich-based independent financial adviser Almary Green Investments has partnered with discretionary fund manager Principal Investment Management and the Skandia Investment Solutions platform to offer a managed portfolio service to clients...
02 Feb 2010
IFA Almary Green has linked up with Principal Investment Management and Skandia Investment Solutions to launch six risk-rated model portfolios...
02 Feb 2010
A friend keeps telling me I should think about investing in corporate bonds... Reproduced by kind permission of the EADT/Archant.
01 Feb 2010
Last week the Office of National statistics published its latest figures on divorce. While not the happiest of subjects, for some it is a fact of life and therefore part of financial planning...
31 Jan 2010
I am going through a divorce. I have a substantial sum in a savings account that my wife knew nothing about until our building society let it slip...
26 Jan 2010
It's not just Angelina Jolie and Brad Pitt who are rumoured to be planning a split. January is notorious for being the busiest time of the year for divorce lawyers...
26 Jan 2010
An independent financial adviser from Norfolk has reached one of the highest levels of professional excellence in UK financial services...
21 Jan 2010
Cofunds increased its net sales by nearly 20 per cent last year compared with 2008, as advisers make increasing use of platforms...
16 Jan 2010
“Is an individual savings account better than a pension?” is a question that I have been asked on many occasions... Reproduced by kind permission of the EDP/Archant
09 Jan 2010
Difficulties in reaching an amicable financial settlement make divorce an even more painful process...
07 Jan 2010
Almary Green is writing to all its clients affected by the change in the minimum retirement age, encouraging them to seek professional advice before committing to early pension release...
05 Jan 2010
JIM BARR, Independent Financial Adviser, explains why ticking the Gift Aid box is important...Reproduced by kind permission of the EADT/Archant.
04 Jan 2010
January is renowned as the busiest time of the year for divorce lawyers as Christmas proves the last straw for many squabbling couples...
04 Jan 2010
IFAs must warn their clients of the potential pitfalls in releasing their pension early to make the most of the change in retirement age in April, according to Almary Green...
15 Dec 2009
As the year draws to a close, Richard Eagling considers whether financial advisers and their clients will be toasting 2009 or keeping the champagne on ice...
09 Dec 2009
As women are increasingly turning to female experts for that all-important advice on their finances, one highly successful East Anglian firm – Almary Green Investments – is making sure it can meet the demand...
08 Dec 2009
None of us likes to think about the inevitable, but it is an unfortunate part of being on this planet that one day we will leave it...Reproduced by kind permission of the EADT/Archant.
03 Dec 2009
In my former life, I was an air traffic controller...
01 Dec 2009
They have spent years serving their Queen and country and now a group of ex-soldiers are raising money for wounded servicemen and their families...
28 Nov 2009
The term Gift Aid has been around since 1990, but just what is it...? Reproduced by kind permission of the EDP/Archant.
17 Nov 2009
Buyers of life insurance are being warned to think twice before signing up to superficially attractive direct or online offers that may fit poorly into a sensible financial strategy...
19 Nov 2009
Signs of recovery in the financial industry are materialising but it would be unrealistic to assume the wider economy is starting to heal, according to industry experts...
10 Nov 2009
Although the pensions industry is in an almost constant state of turmoil, millions of people are still pinning their hopes on a decent state pension when they reach their sixties...Reproduced by kind permission of the EADT/Archant.
04 Nov 2009
There is set to be further consolidation in the world of financial advice as the sector gears up for proposed changes to the way the industry works...
31 Oct 2009
Like 007, corporate bonds are seen as safe hands in times of turmoil. But just what is a corporate bond..? Reproduced by kind permission of the EDP/Archant.
26 Oct 2009
Almary Green Investments has merged with Hopkinson Financial Consultancy, to complete the latest deal in its expansion strategy across East Anglia and the south east...
15 Oct 2009
Axa's decision to pull its stakeholder pensions is the beginning of the end for the product, an adviser has warned...
26 Sep 2009
Divorce is rarely a happy experience, and for some couples it can be the most upsetting thing they ever do. But using mediation or collaborative law can often soften the blow during a difficult time...
12 Sep 2009
Death. There – that cheered you up, didn’t it..? Reproduced by kind permission of the EDP/Archant.
01 Sep 2009
Paying school fees and all the extras that go with it may not be as out-of-reach as you think...
08 Aug 2009
Should I worry about pensions? They seem so dull... reproduced by kind permission of the EDP/Archant.
18 Jun 2009
Negative charge - we need a liquidity boost and help for trapped borrowers...
15 Jun 2009
A positive long-term track record and keeping a lid on losses in the downturn persuade our adviser panel to keep a thumbs up on this fund...
05 Jun 2009
The decision by several major employers to scrap their final salary scheme is a huge blow to thousands of members of staff. With a wave of other companies likely to follow suit...
16 May 2009
Money Matters asked ROBERT CLARKE, of Norwich based Almary Green, to take a closer look at the finances of the Sanderson family and give them a money makeover...
25 Apr 2009
So what is inflation / deflation? Reproduced by kind permission of the EDP/Archant.
28 Mar 2009
Footsie is not just something that happens under the dinner table. The Footsie we all read and hear about so often these days is the popular name of the Financial Times Stock Exchange index in London...
21 Mar 2009
They were born of Victorian philanthropy - local lending kitties to help people pay their way out of difficulty. But today credit unions are seeing a surge in popularity...
24 Feb 2009
Growing numbers of middle class parents in East Anglia are using their savings to help buy homes for their children, it emerged last night...
11 Feb 2009
Businesses are being urged to start acting now over radical changes that are planned for workplace pensions. Firms will be compelled to make pension provision for all staff from 2012 as part of the government's drive to encourage long-term savings and tackle the rising number of pensioners nationally...
07 Feb 2009
Unless you work in the public sector or are lucky enough to be in one of the dwindling number of private-sector final salary pension schemes, the monthly income you receive in retirement will be provided by an annuity. But although you may have saved for years with one pension company, you do not have to buy your annuity – using those savings – from that same firm...
06 Dec 2008
Low earners who are saving for their retirement could be hit by a freeze on the limit for pension contributions. The current lifetime allowance – the maximum size of a pension pot – is £1.65m at the moment, and it usually rises in line with price inflation. However, chancellor Alistair Darling used last week’s pre-budget report to announce that the limit will be frozen at £1.8m from 2010 until 2015...
01 Oct 2008
People who are unable to work because of illness or injury will face a change in the way they receive their state benefits. And a warning has been sounded that the changes could have a significant effect on household budgets. As of Monday, incapacity benefit will not be available to new claimants...
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