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01 Feb 2012
Couples may have to delay getting divorced to prevent the value of their pensions from plummeting in the high-inflation environment, an adviser for Almary Green has warned...
01 Feb 2012
Advisers explain what they are (or are not) doing to educate clients about certain changes due at the end of the year...
26 Jan 2012
IFAs are still shouldering an unfair share of the costs of the financial services compensation scheme, Carl Lamb, managing director and IFA of Almary Green Investment Limited, has said...
25 Jan 2012
The Financial Services Authority’s complaints-handling process change to a one-stage process will focus the minds of firms to resolve disputes fairly, but the regulator must include a process for dealing with “false claims”, industry experts have told FTAdviser...
22 Jan 2012
I have read that you might be able to plan better for inheritance tax if you own your own house as tenants in common. What exactly does this mean..?
19 Jan 2012
East Anglia-based independent financial advisers Almary Green, which includes offices in Ipswich, Bury St Edmunds and Newmarket, has been shortlisted under three different award programmes...
18 Jan 2012
Norwich-based Almary Green Independent Financial Advisers has been shortlisted for three different national industry awards...
13 Jan 2012
Norwich-based independent financial advisers Almary Green has been shortlisted for three national industry awards...
12 Jan 2012
Long-standing dame Richard Gauntlett has been confirmed to star in Norwich Theatre Royal’s next panto of Aladdin...
12 Jan 2012
A local firm is sponsoring Norwich’s 2012-2013 production of Aladdin at the Theatre Royal Norwich...
07 Jan 2012
The return to work after the Christmas break has become known in legal circles as D-Day - the day when more people start the divorce process than any other day in the year...
04 Jan 2012
Qualifications are important but don’t overlook experience...
03 Jan 2012
Sleeping Beauty has been a success at the Norwich Theatre Royal and the show’s sponsors, Almary Green Independent Financial Advisers, have been delighted at how it has helped to educate local children...
01 Jan 2012
Hayley Tink looks at some of the challenges facing our growing “third age” population, as more and more clients contemplate the future cost of living longer...
21 Dec 2011
People with disabilities can now learn to row in Norwich after a specially-adapted rowing boat was donated to Norwich Rowing Club...
13 Dec 2011
Certain pension plans could be hit hard by automatic transfers if the provider levies a market value adjustment, claims Almary Green...
09 Dec 2011
Advisers have described wrap platform Transact’s £3.5m FSA fine for failings in protecting client money as a ‘disturbing’ development...
04 Dec 2011
I have read articles explaining the level of protection offered for bank customers by the Financial Services Compensation Scheme...
01 Dec 2011
What should you do with your option to take a 25 percent tax free lump sum? In some instances it's not always a no-brainer...
01 Dec 2011
Almary Green's 10th anniversary as Norwich-based independent financial advisers received an added bonus with a major accolade...
17 Nov 2011
We asked four advisers what they found useful about their platforms, and what they found useless...
10 Nov 2011
The effect of inheritance tax on estates is often overlooked in financial planning. There can be the attitude that inheritance tax is “not my problem as I will not be here to worry about it” or that IHT planning is costly...
10 Nov 2011
Each week the mystery shopper seeks advice from independent and tied advisers in the UK. This week the shopper visits Ipswich in Suffolk...
27 Oct 2011
Advisers need to help their clients navigate the minefield of tax coding, after HM Revenue & Customs admitted nearly 6m people are due for repayment, according to tax experts...
24 Oct 2011
Minimising inheritance tax liability is a complex area that forms a core part of the financial planning service that today’s highly qualified IFA should offer their clients...
17 Oct 2011
Market volatility is nothing new for investors. However, 2011 has so far been littered with uncertainty. There have been concerns over sovereign debt in Europe, the US debt ceiling and the prospects of a global recession...
14 Oct 2011
The 2011 Good Advice Awards Winners...
13 Oct 2011
A youth football team, a community shop and a nursing home are among projects which have benefited from a company’s recent cash giveaway... Reproduced by kind permission of Archant/EADT.
13 Oct 2011
The row over women's state pensions is about to boil over again, with decisions looming that will impact on hundreds of thousands of women... Reproduced by kind permission of EDP/Archant.
10 Oct 2011
Today's IFA is expected to juggle a wide range of roles, from family confidante to cashflow analyst to investment manager. But, should an IFA attempt to be a jack of all trades..?
08 Oct 2011
Willard Foxton's wealthy father lost his fortune in Bernard Madoff's Ponzi fraud, he tells Leah Milner. Now he wants to get his finances in order...
06 Oct 2011
Removing the long-stop for the financial adviser industry was the right decision, a Norfolk-based IFA has claimed...
04 Oct 2011
A community project in one of Thetford’s most deprived estates has received a cash boost...
04 Oct 2011
Although only a fifth of advisers outsource investment, it could become an increasingly popular route...
03 Oct 2011
Almary Green Investments won the Good Advice Award in the Best Tax and Estate Planner category at the Investment Life & Pensions Moneyfacts Awards 2011 on Friday September 23...
30 Sep 2011
Life will be just swell on board the historic Lowestoft-based fishing smack Excelsior thanks to a fund set aside by the managing director of a Norwich business...
29 Sep 2011
A south Norfolk children’s hospice has received a financial boost, thanks to a donation from a Norfolk businessman...
29 Sep 2011
Air cadets from Wroxham will get a half-term experience to remember, thanks to the generosity of a grateful Norfolk businessman...
29 Sep 2011
A Norwich businessman has given away £10,000 to mark his company's tenth anniversary. The Almary Green Awards have been distributed to 18 community causes throughout Norfolk, Suffolk and Cambridgeshire, where the firm's independent financial advisers are based...
28 Sep 2011
People do not shop around prior to receiving retirement income because of the literature that is sent to them and because they "don't understand it", according to an IFA-firm...
28 Sep 2011
Thetford families who live on one of Britian’s most deprived housing estates have been given a helping hand by a generous Norfolk businessman...
28 Sep 2011
Norwich-based independent financial advisers Almary Green have won a major accolade at a prestigious industry awards ceremony... Reproduced by kind permission of EDP/Archant.
27 Sep 2011
A south Norfolk children’s hospice has received a financial boost, thanks to a donation from a Norwich businessman... Reproduced by kind permission of the NEN/Archant.
27 Sep 2011
A south Norfolk children’s hospice has spoken of its delight after receiving a financial boost from a Norwich business.... Reproduced by kind permission of the NEN/Archant.
23 Sep 2011
HUNDREDS more disabled and elderly people are set to experience the joys of life afloat on the Norfolk and Suffolk Broads, with the generous help of a grateful businessman...
23 Sep 2011
life will be just swell on board the historic lowestoft-based fishing smack excelsior thanks to a fund set aside by the managing director of a Norwich business...
23 Sep 2011
AIR cadets from Acle will get a half-term experience to remember, thanks to the generosity of a businessman...
23 Sep 2011
Eighteen East Anglian organisations are benefiting from a financial boost thanks to a fund which was set up by Carl Lamb, managing director of Almary Green Investments...
22 Sep 2011
East Anglian-based IFA firm Almary Green has marked its 10th anniversary by awarding grants to 18 regional charities...
22 Sep 2011
Financial adviser Carl Lamb has urged IFAs to raise awareness of the need for estate planning for clients as part of a long-term financial health check, rather than focusing on market turmoil...
22 Sep 2011
SAWTRY’S innovative self-help community support group, Caresco Ltd, has been presented with a welcome cash boost by a grateful businessman...
21 Sep 2011
SAWTRY’S self-help community support group Caresco has been presented with a cheque for £500 by a grateful businessman...
20 Sep 2011
Good causes across the region are receiving a financial boost thanks to a fund set up by a Norfolk businessman to celebrate his firm’s 10th anniversary... Reproduced by kind permission of the EDP/Archant.
19 Sep 2011
PRESENTS from a business celebrating its 10th birthday have been given to 18 local charities...
17 Sep 2011
A charity in Sawtry has benefited from a £10,000 giveaway by a business marking its 10th birthday...
16 Sep 2011
Eighteen East Anglian organisations are benefiting from a financial boost thanks to a £10,000 fund which was set up by Carl Lamb, managing director of Almary Green Investments... Reproduced by kind permission of the EEN/Archant.
15 Sep 2011
ATP, the Danish Pension Scheme touted as a potential rival to the National Employment Savings Trust, has launched Now Pensions, a UK multi-employer trust, which will be ready from early 2012 to coincide with the implementation of auto-enrolment...
28 Aug 2011
I was divorced in 1994. I got a settlement but my former husband's personal pensions were not included. I have only just read about pensions splitting. Is it too late to make a claim..?
22 Aug 2011
Exposure to private equity can give access to high-growth companies and good managers. But a lack of transparency and poor liquidity deter some advisers from considering the asset class for their retail clients...
19 Aug 2011
Norwich-based Almary Green has seen £30m invested in its range of risk-graded model portfolios, run by discretionary fund manager Principal Investment Management, since it launched 18 months ago...
06 Aug 2011
Breaking up is hard to do - and in many cases it can be extremely costly. This week sees the launch of the widest-ranging divorce insurance product yet on the market, as customers count the cost of marital failure...
01 Aug 2011
Absolute return funds came under heavy fire last week when a report from FE Analytics showed that half the funds have failed to even beat inflation during the past year...
28 Jul 2011
Advisers need to address client need for long-term care advice to increase client retention, a later life advice specialist has stated...
25 Jul 2011
The Money Advice Service website has raised much debate over the last few weeks. Free or not, it is here to stay and we probably need to find a way to embrace the positives rather than dismiss it out of hand - but this is not advice...
20 Jul 2011
A Norwich business has been named as the financial Fairy Godmother of this year’s Norwich Theatre Royal pantomime... Reproduced by kind permission of the EDP/Archant.
07 Jul 2011
The Commission on Funding of Care and Support’s report will bring greater clarity to consumers, providers and advisers, commentators across the industry have claimed...
04 Jul 2011
Advisers say if the recommendations in the Dilnot report are accepted by government it will mean "really good business" for advisers but warn of high premiums...
23 Jun 2011
The abolition of compulsory annuitisation – the rule forcing pensioners to take out an annuity by age 77 at the very latest – has added a further dimension to the choices available to pensioners in the UK. However, a closer look at the detail reveals that this may not be the holy grail it is being hyped up to be...
16 Jun 2011
Claims young people have a less-than-favourable view of financial advisers has sparked debate on whether appealing to teenagers and people in their 20s is in advisers’ interests...
01 Jun 2011
As the RDR looms, IFAs need to change their game. Carl Lamb discusses how...
26 May 2011
With funds taking more risk to find a suitable return, the cautious investor must be prepared to review and adjust the portfolio constantly...
20 May 2011
Community causes across Norfolk are invited to apply for a share of a £10,000 10th anniversary gift from thankful Norwich businessman Carl Lamb...
19 May 2011
A philanthropic mid-Norfolk businessman is giving away £10,000 to say thank you to people across the county...
13 May 2011
COMMUNITY causes across Suffolk are invited to apply for a share of a £10,000 grant... Reproduced by kind permission of the EADT/Archant.
13 May 2011
Knowing what people earn is part of my day job, but every now and then I see something that makes my jaw hit the ground at some speed...
10 May 2011
A Norwich businessman is giving away £10,000 to say thank you to the people around him... Reproduced by kind permission of the EDP/Archant.
21 Apr 2011
IFA firm Almary Green Investments has launched a local charitable awards scheme to mark its 10th anniversary...
05 Apr 2011
For too many years politicians of every hue have shied away from making fundamental changes to the state pension. They have tinkered around the edges but never tackled the biggest issues...
01 Apr 2011
Advisers explain why they outsource their investment to discretionary fund managers and how this strategy fits in with their business...
31 Mar 2011
Carl Lamb explains how he has been able to work alongside solicitors and mediators to develop another facet of his company’s services...
30 Mar 2011
Equitable Life is to give a one-off bonus to long-suffering policyholders who agree to leave from 1 April 2011 after the scandal-hit insurer, which caused a decade of misery for its policyholders, has rebuilt its capital base...
29 Mar 2011
JIM BARR, an independent financial adviser with firm Almary Green Investments,looks at options for funding when it comes to care fees... Reproduced by kind permission of the EADT/Archant.
20 Mar 2011
I have been awarded half of my husband's Civil Service pension rights after a divorce...
14 Mar 2011
Since its managing director Carl Lamb was interviewed for our cover star feature in 2007, Almary Green has gone from strength to strength. The firm, which is about to celebrate its 10th anniversary...
09 Mar 2011
The state pensions system is to be given a complete overhaul in a bid to make sure it pays to save for retirement... Reproduced by kind permission of the EDP/Archant.
09 Mar 2011
The state pensions system is to be given a complete overhaul in a bid to make sure it pays to save for retirement. Work and pensions secretary Iain Duncan Smith said the existing state pension was too complex... Reproduced by kind permission of the EDP/Archant.
07 Mar 2011
Norwich-based Almary Green has built a tool to calculate IFA capital adequacy requirements which has shown the firm will need to set aside £270,000...
03 Mar 2011
Major changes in financial planning and advice regulations could lead to a dramatic shake-up in the way the business operates...
01 Mar 2011
Later life can bring its challenges and more of us than ever will, at some stage, find ourselves in need of assistance with our daily living activities... Reproduced by kind permission of the EADT/Archant.
28 Feb 2011
When Carl Lamb decided his firm, Almary Green, needed a DFM service, he secured a unique triplicate agreement which involved the platform provider...
28 Feb 2011
Financial Services Authority (FSA) proposals for greater disclosure from personal pensions do not go far enough to stop providers selling basic pension wrappers with restricted investments as Sipps, according to Almary Green’s Carl Lamb...
27 Feb 2011
am due to retire this July, but have been asked to stay on by my firm. My wife paid only the married woman’s National Insurance 'stamp'...
24 Feb 2011
The abolition of compulsory annuitisation never looked like it was going to affect a big portion of the next generation of pensioners, by Carl Lamb - MD of Almary Green Investments...
24 Feb 2011
Is real estate the place to invest at the moment..?
18 Feb 2011
A major industry overhaul has been welcomed by Carl Lamb, boss of Almary Green Independent Financial Advisers, in Bury St Edmunds, who says it is ‘long overdue’ and will result in a better service from a smaller number of operators...
17 Feb 2011
Customers who previously received financial advice from Norwich and Peterborough will end up with restricted service once its advisers transfer to Aviva, according to an IFA...
11 Feb 2011
And the award for best client-facing website in the industry goes to...
11 Feb 2011
More banks and building societies can be expected to shut down their independent advice service ahead of a major industry overhaul according to the head of East Anglian financial planning firm Almary Green...
10 Feb 2011
The Retail Distribution Review – RDR – is bringing probably the most significant changes to the Financial Services industry ever. At last, real tangible moves are being made to make our industry fairer, more professional and more accountable – and they are long overdue...
08 Feb 2011
Plans by Norwich & Peterborough Building Society to transfer its financial advisers to Aviva could encounter resistance after reports that a number are considering jumping ship... Reproduced by kind permission of the EDP/Archant.
03 Feb 2011
Advisers should act fast to take advantage of income drawdown changes, so that clients can benefit from greater flexibility before the April 2011 deadline, Standard Life has urged...
03 Feb 2011
Multi-manager funds in the cautious managed sector have remained the most popular option for advisers using the Cofunds platform, according to its latest figures...
02 Feb 2011
It's getting tougher to get a mortgage," says Heather Sonnet, IFA at Almary Green Investments...
01 Feb 2011
The last century has seen huge improvements in healthcare and as a result we can generally expect to live longer than our grandparents did... Reproduced by kind permission of the EADT/Archant.
26 Jan 2011
There has been much wringing of hands and pulling of hair in our industry as the deadline for RDR compliance approaches. However, for Almary Green, RDR will simply mean business as usual...
21 Jan 2011
Two in five marriages in the UK now end in divorce. A split can have devastating ramifications for both partners' financial wealth, and with most couples sharing their finances...
08 Jan 2011
My wife and I are thinking of putting our bungalow in the names of our two daughters...
04 Jan 2011
The gloomy post festive days can be a time when unhappy couples decide to divorce. This year could be different, suggests independent financial adviser JIM BARR, of Almary Green Investments... Reproduced by kind permission of the EADT/Archant.
 
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