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 […]
One of our jobs as your financial adviser is to make things as easy as possible for you, by dealing with everything behind the scenes so you don’t have to. Recently, a client was completely unaware that a provider had mismanaged their money during a pension transfer. We dealt with everything behind the scenes, so […]
According to Bank of England Governor Mark Carney, a rise in interest rates could be happening in the “relatively near term”. The Bank of England will next review the current interest rate on the 2nd November, so there is no time to lose. Contact us now to secure a fixed rate mortgage whilst rates are […]
New research sponsored by Royal London shows those customers who receive financial advice can be better off on average by £40,000. Read the full article here. For more information on how we can help why not contact us on 01543 440300 or enquiries@acuityfinancial.co.uk
The government has today announced that the predicted rise of the state pension age to 68 will now happen in 2037, 7 years earlier than was planned. This affects about 6 million people born between 6 April 1970 and 5 April 1978. We would not be at all surprised if the state pension age were […]
Happy Easter To All Our Clients! We will close for business on Thursday 13th April @ 5pm, and reopen on Tuesday 18th April.
A client approached us as she had received a pre-retirement pack from an old company pension scheme, from a very well known high street name. This was for a relatively small plan value, and the pension offered was very small, at about only £70 a year. Our client asked if we could arrange for her […]
May we wish season’s greetings to all our clients, old and new! We will close on Thursday 22nd December @ lunchtime, and reopen for business on Tuesday 3rd January.
The FCA is going to force annuity providers to tell customers how much they can gain from shopping around. Providers will need to give customers personalised information on their options, and they will need to show how much the highest quote available on the open market differs from their own. This is a welcome step […]
We advised our client to delay taking his pension a few years ago, as it had special benefits. We’ve today set up an annuity for him, which is 159% higher than he could buy on the open market. Why not make an appointment with us TODAY on 01543 440300 to review your finances, and see […]
