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 […]
http://www.bbc.co.uk/news/uk-england-37017254 Planning for this kind of event can often be a forgotten activity. Call or email us to look at protection costs, you’ll be surprised at how affordable peace of mind is. 01543 440300 enquiries@acuityfinancial.co.uk
Did you know that on average, families would only be able to manage to pay for help for 18 days before they ran out of savings or had to borrow money? LV= have been researching the true value of a homemaker, but they are so often overlooked and unprotected. Read more at LV=
With so much going on, it’s easy to simply file those pension and investment statements without a second glance, as surely the provider will be making sure that your nest egg is performing as effectively as possible. Well, think again. In many circumstances, unless you make a conscious effort to review performance and change your […]
In their 13th Annual Report on the yearly cost of a child LV Report that the headline cost of raising a child to 21 is now £231,843 making it more expensive than the average house. Also included in the report is the cost of childcare and babysitting, which now accounts for a staggering 30% of […]
Legal and General’s Deadline to the Breadline report shows that on average people could be on the breadline in just 29 days, if they suffered a critical illness, injury or the death of the main breadwinner. This reduces to just 14 days for working age families (18-64 years old). Read more here Acuity can help […]
One of our long standing clients approached us for advice as his mortgage product was ending. We reviewed his options, and agreed he would like to take out a 5 year fixed rate. Having reviewed the market we concluded his best option was to take an offer from his existing well known high street lender. […]
