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Pensioner Bonds

The Government has made £15 billion of pensioner bonds available to the over 65 public paying 2.8{677d09a4efbb15fa2071f70b399e2da7420a8ab894c50422b3cd4dbcb24abd32} for one year fixed and 4{677d09a4efbb15fa2071f70b399e2da7420a8ab894c50422b3cd4dbcb24abd32} for three year fixed. These bonds are available through National Savings & Investments ‘(NS & I)’ either …




What are the new pension rules?

The tax rules are to be changed to allow individuals aged 55 and above to access their defined contribution pension as they wish from April 2015. As part of the Taxation of Pensions Bill 2014, which was published in mid-October, …




Charity Cycle Success!!

  We successfully completed our 60km charity ride on Saturday morning and it went really well. The weather was very kind to us and after battling up the last major climb at Doddiscombsleigh we both successfully crossed the finish line! Tim the Managing Director …




Financial Conduct Authority visits Exeter

Last week I chaired a meeting at the Exeter Golf Club with the head of Investment and Platforms Supervision, Clive Gordon of the Financial Conduct Authority (FCA). I had organised this in my role as Chartered Champion for the area …




Alzhiemer’s Society bike ride

Following on from our very successful fundraising last year this year will see me take on a 60 kilometre circular bike ride from Haldon Forest via Dawlish, Teignmouth and the Teign Valley on Saturday the 6th September for the Alzheimer’s …




Budget 2014 – good news for savers

This year’s Budget was aimed at Britain’s “makers, doers and savers” and there was certainly a few bombshells in what has been called the best-guarded Red Book in years. The Chancellor announced tax changes affecting defined contribution pension arrangements, which …




Client survey results!

Following the survey sent out at Christmas time we are delighted to announce the results. We were very pleased with the response rate of about 50{677d09a4efbb15fa2071f70b399e2da7420a8ab894c50422b3cd4dbcb24abd32} and with the very positive comments received. A few headline statistics that arose from …




£1,900 raised for Hospiscare!

We did it! Fantastic! Tim and his assistant Emma, as well as Tim’s son Mark and Emma’s husband Brett all completed the Great West Run in October 2013. We lined up ready to race full of nervous energy, apprehension and excitement. The …