About Admin

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Entries by Admin

Old Pensions and Coffee

Our client asked us to review a number of pension schemes from old employers, with one of the schemes run by a well-known Scottish insurer dating back to the 1980’s. As part of our review of any pension scheme we write for detailed information on the scheme, and we look at the charges on the […]

Acuity Financial and The Alrewas Show

We are pleased to announce that we are supporting the Alrewas Show this Saturday, 20th July. Get yourself down there and show your support. There are a wide variety of activities and shows on offer, and it is sure to be a great day for all.

We are now members of the Equity Release Council!

Equity Release is a subject that has become prominent in the news recently, as more and more people are looking to raise funds through their property. Equity Release is one way of doing this, and we are now proud to say that we are members of the Equity Release council! To become a member of […]

If it seems too good to be true it probably is!

A company which offered ISAs and bonds online, has gone bust owing £237 million to over 11,000 people.  These bonds and ISAs were advertised online on a comparison site and tempted investors by indicating a return of 8% per year. The serious Fraud Office are now investigating. An 8% return on a low risk investment […]

Office Move

We have now moved offices! Our new office address and telephone number is: Lombard House, Cross Keys, Lichfield, WS13 6DN 01543 410512 Please note, if you are visiting our offices, there is a small car park at the office for you to park in if there is space. If there are no spaces available, please […]

Should we expect a Bank of England rate hike?

The Bank of England’s inflation report is due on 2nd August. The current level of CPI inflation is running at 2.3% which is higher than the Bank of England’s target of 2%.  This means there is a strong possibility that the Money Policy Committee could decide to increase the Bank of England base rate at […]

Proudly Supporting The Lichfield Festival!

We are proud to be supporting the ongoing Lichfield Festival, which is running at the moment until this coming Sunday, 14th July. With a number of events still to come in the following few days, it is sure to continue to be one of the highlights of the summer for this wonderful city. While your […]

An Extra £700 Income Per Year? Yes Please!

Our client had several older style pension plans with guaranteed annuity rates and asked us to look at these, to obtain the best income available for him. We obtained quotations from the provider, and these showed an annuity rate of only 7.07%. This was less than we expected from our knowledge of this type of […]

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