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Archive

Avellemy Reaches Milestone AUM

It’s been a busy year for our sister company, Avellemy, with performance figures going from strength to strength since our launch almost three years ago.

 

 

 

Posted: 16/08/2017
  • Client News
How to Find New Income Streams in Retirement

For today’s retirees, it’s no longer sufficient just to rely on traditional pension products in the hope they will deliver a prosperous retirement. Low savings rates and poor annuity returns, alongside longer, more active lifestyles and less generous workplace pension schemes, mean the way we manage our finances for old age has changed forever.

Posted: 16/08/2017
  • Client News
How Cash Flow Forecasting Can Help Steer Your Financial Future

No one can be sure what the future holds, but with the help of good financial planning it is still possible to secure peace of mind in our retirement or lifestyle choices. For example, we can gain reassurance that there will be sufficient cash to fund our old age or to take that dream holiday without feeling regret later on.

Posted: 16/08/2017
  • Client News
Understanding your Duties and Expectations as a Trustee

Being a trustee bestows an important responsibility, but how clear are you on the duties and obligations of being a trustee if you were ever asked to be in that position.

Posted: 16/08/2017
  • Client News
IHT and Gift Exemptions; Planning Early Pays

Planning your investments early can really make a difference to mitigating Inheritance Tax (IHT). Recent data from the Office for National Statistics reported that HMRC have gathered a record breaking £1.6bn of IHT in the 2016-17 tax year; the highest ever level of IHT paid in a single year.

 

Posted: 16/08/2017
  • Client News
Don’t Fall Foul to the Pension IHT Trap

In some cases, it’s accepted wisdom that Inheritance Tax (IHT) does not apply to pensions plans because they are typically held in trust and are considered outside of the member’s estate.

Posted: 16/08/2017
  • Client News
Case Study: Retirement Planning in Practice

For most of us, saving for retirement – or even at retirement planning is all about ensuring that when the time is right, there is enough money set aside for the lifestyle to suit your requirements.

Posted: 15/05/2017
  • Client News
Revisiting the Residence Nil Rate Band

The 6 April 2017 represented the dawn of the new financial year, with many previously announced measures now well in force. One of these changes is the government’s introduction to provide savers with an additional allowance called the Residence Nil Rate Band (RNRB).

Posted: 15/05/2017
  • Client News
Living To Age 75 Can Be Taxing!

Protecting your pension pot couldn’t be more important in recent times following the government’s decision last year to reduce the Lifetime Allowance (LTA*) to £1 million. Although funds within your pension pot can grow tax-free, the limit means that the total amount you can save before you suffer a penalty charge has been reduced.

Posted: 15/05/2017
  • Client News
The Benefits of Regular Rebalancing

The current investment climate appears to be fraught with uncertainty, however, despite this, it has been well publicised that some developed market stock indexes, such as the Dow Jones Industrial Average in America and the FTSE 100 here in the UK have recently reached new all-time highs.

Posted: 15/05/2017
  • Client News
‘What Should I Do with My Pension Pots and What Options Could Be Available to Me?’

The start of the new tax year is well underway and auto enrolment is fully in force for most UK employers. In fact, latest figures from The Pensions Regulator have revealed that there are now 503,178 employees set up for auto enrolment and all but the smallest of employers complying with the legislation. This means that most UK employees will be paying a pension contribution in the current tax year.

Posted: 15/05/2017
  • Client News
Review Profile: Avellemy 2016

Bellpenny’s sister company Avellemy, which provides our mutual clients with risk targeted, platform based, discretionary model portfolios has been following on from its successful year in 2015, by providing clients with outstanding service through the application of its key principles.

Posted: 30/01/2017
  • Client News
Let’s Talk About Tax...

The countdown is on; changes to tax thresholds for 2017/2018 are scheduled for April 2017. New tax rates mean a new set of allowances, but don’t panic there’s still time to utilise your existing ones. In fact the start of 2017 is the perfect time for a financial overhaul, but we urge to act now to avoid missing out.

Posted: 30/01/2017
  • Client News
How Tax Efficient Are Your Investments?

Pension investors now have much greater freedom over how they can take their benefits once they reach the age of 55, including lump sum withdrawals.

Posted: 30/01/2017
  • Client News
Beware The Tax Trap On Pension Freedom Top-ups

Pension freedoms are now well established, with 300,000 lump sum payments and one million drawdown payments made in the first year alone.

Posted: 30/01/2017
  • Client News
ISAs and Tax: What you should know...

Getting your finances in check at the start of the year can be a great way to set yourself up for the months ahead. With changes to ISA allowances due in April 2017, were you aware that there are a number of tax benefits to ISA investing?

Posted: 30/01/2017
  • Client News
Why The Discretionary Approach Is Time Well Spent

Most investors lack the time, knowledge and confidence to manage their own portfolio, let alone understand how best to react to market-moving global events such as Brexit or Donald Trump’s election as U.S. President.

Posted: 30/01/2017
  • Client News
Self-Employed Guide To Saving For Retirement

Good news - savings for retirement are on the up. A Scottish Widows’ Retirement report in September 2016 revealed that 56% of people across the country are now setting aside enough money to provide adequately for their retirement income, compared to just 45% in 2013.

Posted: 01/11/2016
  • Corporate News
Case Study: How Do I Know If My Pension Is IHT Free?

Savers wanting greater access to their pensions were given the go-ahead for increased flexibility by the government in the 2014 Budget. Savers can now withdraw their retirement pot should they wish to do so (the 25% tax-free lump sum remains and any pension withdrawn is taxed at a marginal rate).

Posted: 01/11/2016
  • Client News
Risk versus Reward – an Equity ISA

As interest rates stand at a record low, savers who have previously invested their money in a Cash ISA may now be looking to move their money to an alternative home – if they can afford the risk that comes with it.

Posted: 01/11/2016
  • Client News
The Benefits Of A Falling Pound

You either love it or hate it, but if there’s one thing that the Marmite war between Tesco and Unilever has revealed, it’s that a weak pound is highly likely to push up inflation. News reports have focused heavily on the negative impacts of a weak pound but there are a number of positives for investors.

Posted: 01/11/2016
  • Client News
Pension Freedoms Could Be Tempered For 11m Final Salary Savers

The government is believed to be in favour of allowing cash-strapped employers to reduce workers’ pension by tens of thousands of pounds without first going through the courts, reports the Telegraph.

Posted: 19/08/2016
  • Client News
Mortgage Interest Rate Falls; what does this mean for homeowners and new borrowers?

For the first time since 2009, the Bank of England (BoE) has officially announced its decision to cut interest rates from 0.50% to 0.25%.  For many mortgage holders, their monthly repayments have been cut, but what does Mark Carney’s decision really mean for existing homeowners or people looking to take a mortgage loan? 

Posted: 18/08/2016
  • Client News
Live Long and Prosper – but what if you don’t?

For most of us, saving for a pension is all about putting money aside from your current income to provide funds for the future to enjoy the ‘longest holiday of your lifetime’ – your retirement.

Posted: 16/08/2016
  • Corporate News
DON’T PANIC, Mr Mainwaring!

The recent outcome of the EU referendum may have made you more aware of the way your money is performing but there is no need to panic.

Posted: 16/08/2016
  • Client News
Take Advantage of the Tax Break that Rewards Marriage

If the taxman offered you £432 for free you wouldn’t turn it down, would you?

Posted: 15/08/2016
  • Client News
‘Don’t set AE contributions too high,’ warns Treasury

Setting auto-enrolment contribution rates too high risks people “taking the simple choice” and opting out completely, the Treasury has warned.

Posted: 12/08/2016
  • Corporate News
Millennials Predicting the Demise of the State Pension

Younger generations are not convinced there will be a state pension by the time they retire – but they’re not exactly planning for this outcome.

Posted: 11/08/2016
  • Client News
Brexit and Pensions: Now is the time for a savings health check

For pension savers confronted on a daily basis by Brexit headlines, forecasts and doom-laden scenarios, the most important advice at the moment is don’t panic.

Posted: 10/08/2016
  • Client News
It’s a Mystery? The £1 million IHT exemption explained…

When the conservative government pledged to increase the Inheritance Tax nil rate band to £1 million from the 6 April 2017, it brought good news to many, but how far do you understand the rules?

Posted: 08/08/2016
  • Client News
One in Ten Estates to be Subject to IHT by 2018/19

The number of estates subject to inheritance tax will more than double in the period between 2013/14 and 2018/19, reaching 54,500 – or 10% of deaths – according to forecasts by the Office for Budget Responsibility. 

Posted: 27/07/2016
  • Client News
Majority of ‘Class of 2016’ Retirees Not Expecting to Leave an Inheritance

Little more than a quarter (28%) of those people retiring this year think they will be in a position to be able to leave an inheritance, according to a new survey.

Posted: 27/06/2016
  • Client News
'Bank of Mum and Dad' Financing 25% of British Mortgages

The so-called Bank of Mum and Dad will help finance 25% of UK mortgage transactions this year, with parents set to lend their children £5 million to get them on to the property ladder, according to research.

Posted: 31/05/2016
  • Client News
Savers’ Retirement Funds Threatened By Riskier Pension Investments

Concerns have been raised over the decision taken by some of the UK’s major pension providers to switch savers’ money into higher risk investments in a bid to improve their retirement prospects, the Telegraph reports.

Posted: 27/05/2016
  • Client News
The Impact Of Rearranging Your Investments

Planning your allowances could provide a number of long and short-term tax benefits. Most people don’t realise that by taking retirement income solely from pensions, they could be wasting up to £22,100 of tax-free allowances, which could reduce the amount of wealth left to their beneficiaries on death.

Posted: 23/05/2016
  • Client News
How To Smooth Your Returns With Regular Investing

Choosing the right time to invest is a skill that not even the best fund manager can perfect. We can all sense when conditions are in our favour but that’s still no guarantee of a successful outcome.

Posted: 20/05/2016
  • Client News
Understanding Capital Gains Tax And When It Applies

The Government’s planned cut to Capital Gains Tax (CGT) announced in the Budget 2016 has been welcomed by investors looking to sell assets and make a gain, including those who may be considering a sale other than residential property.

Posted: 17/05/2016
  • Client News
High Earners To Face Impact Of Annual Allowance Changes

Pension provision might have escaped this year’s Spring Budget unscathed but higher earners could still be impacted by the changes to the Annual Allowance announced last year.

Posted: 13/05/2016
  • Client News
Lifetime ISA Or Pension: Which Option Is Right For You?

Efforts to boost Britain’s savings culture are continuing after the Chancellor raised the tax-free ISA allowance to £20,000 and gave younger generations an added incentive to build a nest egg.

Posted: 10/05/2016
  • Client News
Savers Still Unsure On Benefits Of Pension Freedoms

UK savers are split on whether the pension freedoms, introduced in April last year, are a good thing. 

Posted: 29/04/2016
  • Client News
Pension Pots Withdrawals Tapering Away

The Financial Conduct Authority has provided an update on the number of customers taking their whole pension pot as cash – with the figures revealing a gradual decline. 

Posted: 27/04/2016
  • Client News
Workers Not Saving Enough for Retirement Despite Automatic Enrolment

Despite the government making it compulsory for employers to provide a workplace pension for employees, some workers in the UK still face working to the age of 81 to sustain their current lifestyles, according to a new report.

Posted: 31/03/2016
  • Corporate News
Millennials React to Claims That They Need to be Saving £800 a Month

Millennials have no idea how much they need to save to ensure a comfortable retirement. That was the damning verdict dealt by the Chartered Institute for Securities and Investments (CISI), which revealed that today’s 25-year-olds need to save the equivalent of £800 a month over the next 40 years to retire at 65 with an income of £30,000 a year.

Posted: 30/03/2016
  • Client News
Seminar 14 April 2016: Don't Fall Foul of the Auto Enrolment (Pension) Duties

Bellpenny Corporate is hosting its auto enrolment seminar on Thursday 14 April. To book your place, follow the instructions in the link included. 

Posted: 29/03/2016
  • Corporate News
The Budget 2016 Highlights

The Budget 2016 was delivered by Chancellor George Osborne on Wednesday 16 March. Read the highlights here. 

Posted: 18/03/2016
  • Client News
The Budget 2016: Anti-Avoidance Measures

Read more about the changes to anti-avoidance measures here. 

Posted: 18/03/2016
  • Client News
The Budget 2016: Value Added Tax

Read more about the changes to Value Added Tax here. 

Posted: 18/03/2016
  • Client News
The Budget 2016: Business Tax

Read more about the changes to Business Tax including coporation tax, capital allowances, business rates and more. 

Posted: 18/03/2016
  • Client News
The Budget 2016: Capital Taxes

Read more about the changes to Capital Taxes including entrepreneurs relief, employee shareholder status, stamp duty land tax and non-residential SDLT

Posted: 18/03/2016
  • Client News
The Budget 2016: Pensions, Savings and Investments

Read more about the changes to your pension, saving options and investments here. 

Posted: 18/03/2016
  • Client News
The Budget 2016: Personal Taxation

Read more about the changes to personal taxation here. 

Posted: 18/03/2016
  • Client News
ABI Commends Government Plans to Reform the System of Pension Tax Relief

A flat rate of UK pension tax relief would encourage people to save and ensure they have a pension pot large enough for retirement, says the Association of British Insurers (ABI).

Posted: 03/03/2016
  • Client News
Savers Turning Their Backs On Private Pensions

Investment hub The Share Centre says we could “be seeing the beginning of the death of the private pension” after finding a quarter of wealthy investors now favour Stocks and Shares ISAs over private pensions.

Posted: 01/03/2016
  • Client News
Breaking the Ice; accessing your ‘frozen pension’

While it is not against the norm to change jobs throughout your working lifetime, in how many do you evaluate your monthly pension contribution, where it is being paid into, and how you can access at it once you reach age 55? Were you also aware that once you begin a new employment you could potentially be paying into an entirely new pension scheme, leaving your previous pension funds without continuing contribution? 

Posted: 29/02/2016
  • Client News
Small Employers Uncertain of Auto Enrolment Costs

Small businesses in the UK are still unclear on the costs of auto enrolment and many have yet to set up a workplace pension; almost half need to comply before the impending deadline, according to research commissioned by the Federation of Small Businesses (FSB). 

Posted: 11/02/2016
  • Corporate News
Savers Using Pension Freedoms to Full Effect

When the pension freedoms first came into force last April, there were fears that the extra flexibility could lead many retirees into making over-ambitious investment choices or frivolously spending their retirement pots. Those concerns have only been exacerbated with the news that nearly nine in ten savers who have took advantage of the freedoms are using new flexible arrangements. 

Posted: 09/02/2016
  • Client News
Inheritance Tax Figure at 35 Year High

It’s never been more important to take adequate steps to cut inheritance tax (IHT), with the number of families paying IHT at a 35-year high, reports the Financial Times.

Posted: 08/02/2016
  • Client News
Inheritance Tax and ISAs: How can they help?

Rules on ISAs and IHT have changed. Are you aware that you can now inhert your husband, wife or civil partner's ISA investments and tax-free status? 

Posted: 01/02/2016
  • Client News
Year End Tax Planning

With 2016 well underway, you might be counting down towards the end of the tax year and in the run up to 5 April 2016, now is the perfect opportunity to ensure you have utilised all of your tax allowances. Most people are comfortable in the knowledge that you can fund up to £15,240 into an ISA, but did you know there are a number of other allowances that can be utilised too?

Posted: 01/02/2016
  • Client News
How to Save and Invest for Your Children: Junior ISAs

Finding a decent home for your cash continues to present a major challenge for beleaguered savers in this era of record low interest rates. Financial planning for children needs to start earlier than ever these days, especially when the average deposit for a first-time buyer is now £30,000 and the cost of attending university more expensive than ever before.

Posted: 29/01/2016
Tax-free Cash in Retirement

Recent pension reforms have thrown a spotlight on the options facing savers hoping to secure the best possible income for their retirement in a tax-efficient and sensible way.

Posted: 29/01/2016
  • Client News
The Benefits of a Stocks and Shares ISA

Finding a decent home for your cash continues to present a major challenge for beleaguered savers in this era of record low interest rates.

Posted: 29/01/2016
  • Client News
Bellpenny sister firm appoints former Old Mutual boss
Bellpenny sister firm appoints former Old Mutual boss

Old Mutual boss to join Bellpenny sister firm, Avellemy. 

Read the full story in Financial Planner Today by clicking on this heading.

Posted: 27/01/2016
  • Client News
  • Corporate News
  • In The Press
Avellemy appoints high-profile Investment Committee Chairman

Bellpenny’s sister company, Avellemy; provider of risk-targeted portfolios, today announced it has secured the services of Stewart Cowley as Chairman of its Investment Committee. The appointment will see him responsible for chairing quarterly investment meetings and implementing strategies to drive efficiencies within Avellemy’s portfolios.

Posted: 26/01/2016
Avellemy appoints Investment Committee Chairman
Avellemy appoints Investment Committee Chairman

Avellemy appoints new Investment Committee Chairman, Stewart Cowley. 

Read the full story in IFA magazine by clicking on this heading. 

Posted: 26/01/2016
  • In The Press
Ex-OMGI bond manager Cowley joins Bellpenny
Ex-OMGI bond manager Cowley joins Bellpenny

Ex-OMGI bond manager, Stewart Cowley, joins Bellpenny's sister company, Avellemy, as Chairman of the Investment Committee. 

Read the full story in New Model Adviser by clicking on this heading. 

Posted: 26/01/2016
  • In The Press
Stewart Cowley takes Chairman role at Avellemy
Stewart Cowley takes Chairman role at Avellemy

Stewart Cowley has been appointed as Chairman of the Investment Committee at Avellemy, Bellpenny's sister company. 

Read the full story in Investment Week by clicking on this heading.

Posted: 26/01/2016
  • In The Press
Bellpenny set to enter robo-advice market
Bellpenny set to enter robo-advice market

Bellpenny has announced it is to enter the robo-advice market in Q2.

Read the full story in Citywire by clicking on this heading. 

Posted: 13/01/2016
  • In The Press
Bellpenny to launch investment robo-adviser
Bellpenny to launch investment robo-adviser

Learn more from Dominic Rose, Marketing and Acquistions Director, on Bellpenny's plans to enter robo-advice market. 

Read the full story in Professional Adviser by clicking on the link in this heading. 

Posted: 13/01/2016
  • In The Press
Over 55s Turn To Property Before Pensions

Nearly a third of those planning retirement said they would prefer to use property wealth to fund retirement before using their pension fund, according to new research.

Posted: 12/01/2016
  • Client News
Government to Allow Pensioners to Sell their Annuities from April 2017

The five million annuity holders who were left out of the new pension legislation introduced in April will be able to swap their guaranteed income for a cash lump sum from April 2017, the Treasury has announced.

Posted: 11/01/2016
  • Client News
The Case for Protection, By David Brunning

It is a pleasure to see the positive outcomes for the clients I have worked with during twenty five years of financial planning. This year alone, I have seen clients celebrate a comfortable retirement with a world cruise, whilst others have settled their mortgage or paid for their children’s university fees or weddings. Aside from these life events, planning is there to help clients achieve and maintain a comfortable standard of living and peace of mind.

 

Posted: 21/12/2015
  • Corporate News
Couples Reluctant to Talk Money

UK couples are shying away from conversations about their finances, potentially jeopardising their plans for a comfortable retirement, according to new research from Prudential. 

Posted: 09/12/2015
The Big Change: Dividend Tax and Personal Allowances

Directors and company owners are facing complex changes to their incomes as the taxation of dividends is changing.

Posted: 08/12/2015
  • Client News
Workers Struggling to Turn Saving Desires into Reality

The long term savings gap in the UK threatens to turn into a “financial time bomb”, with almost two-thirds of workers having made no financial provision for their future, according to Equiniti.

Posted: 08/12/2015
  • Client News
The Real Financial Benefit of Advice

Benefits of financial advice can outweigh the cost by nearly 6,000 per cent, according to the adviser search site Unbiased.co.uk.

Posted: 30/11/2015
  • Client News
Autumn Statement 2015: The Highlights

In the first combined Spending Review and Autumn Statement since 2007, the Chancellor’s emphasis was on expenditure. More information on the Autumn Statement and Spending Review can be found here. 

Posted: 26/11/2015
  • Client News
Autumn Statement 2015: Economic Background

In July, George Osborne presented his post-election Budget against a background of an economy that had grown at 3.0% in 2014 and was enjoying zero inflation. The revenue-raising measures he announced then allowed the Office for Budget Responsibility (OBR) to reduce its projection for net government borrowing in 2015/16 to £74.1bn, a 20.9% drop from the previous year.

Posted: 26/11/2015
  • Client News
Autumn Statement 2015: Capital Taxes

More information on capital taxes including stamp duty, SDLT, annual tax, non-UK residents with UK propert, CGT payment on account on residential propert, inheritance tax and deeds of variation can be found here. 

Posted: 26/11/2015
  • Client News
Autumn Statement 2015: Savings and Pensions

More information on savings and pensions including auto enrolment, tax relief, dependent scheme pensions, bridging pensions, secondary market for annunities, ISAs and the starting rate of savings tax can be found here. 

Posted: 26/11/2015
  • Client News
Autumn Statement 2015: Personal Taxation

More information on personal taxation including salary sacrifice, company car tax diesel supplement, taxation of sporting testimonals and employment intermediaries can be found here. 

Posted: 26/11/2015
  • Client News
Autumn Statement 2015: Business Taxes

More information on business taxes, including the apprenticeship levy, small business relief, extending averaging for farmers, business investment relief, venture capital schemes and employee share schemes can be found here. 

Posted: 26/11/2015
  • Corporate News
Autumn Statement 2015: Tax Administration and Simplification

More information on tax adminstration and simplification including making tax digital, review of employment status and simple assessment of tax can be found here. 

Posted: 26/11/2015
  • Corporate News
Autumn Statement 2015: Main Income Tax Allowances and Rates

More information on main income tax allowances and rates available here.

Posted: 26/11/2015
  • Client News
Autumn Statement 2015: Income Tax Rates and Bands

More information on the income tax rates and bands available here. 

Posted: 26/11/2015
  • Client News
Autumn Statement 2015: National Insurance Contributions

More information on National Insurance Contributions from the Autumn Statement can be found here. 

Posted: 26/11/2015
  • Client News
New State Pension: an opportunity or a caveat?

Amidst a welter of changes to the pension system made in the Summer Budget, there is one opportunity and one caveat. The government announced, in the Summer Budget, a plan that would allow pensioners to increase their retirement income by making voluntary National Insurance Contributions. 

Posted: 19/11/2015
  • Client News
Preparing for the Impact of April’s National Living Wage

Employers are being urged to plan ahead for April’s National Living Wage in order to avoid fines and back-dated payments - even if their pay levels are well above the minimum threshold. 

Posted: 16/11/2015
  • Corporate News
Unlocking Your Assets; why equity release could work for you

The pensions industry has been turned on its head by recent reforms but for those approaching, or in retirement, the challenge of securing a decent quality of life remains just as pressing. 

Posted: 11/11/2015
  • Client News
Delay in Pension Protection Applications Prompts Concern

Pension savers who want to apply for transitional protection on their lifetime allowance on pensions drops to £1 million and face a six-month wait, HMRC has confirmed.

Posted: 06/11/2015
  • Client News
Pension ISAs Will Prove Counterproductive, Say Employers

Two-thirds of companies believe that a move to an ISA system would prove counterproductive and lead to employees saving less into their pension, according to a new survey.  

Posted: 06/11/2015
  • Client News
IHT Planning Goes Much Further Than Reducing the Tax Bill

Most people think of inheritance tax (IHT) planning as a means to pay a smaller tax bill when a person dies. But effective, long-term IHT planning goes much further.

 

Posted: 03/11/2015
  • Client News
Book here for our free Bellpenny Seminar in Birmingham: Don't fall foul of the Auto-Enrolment (Pension) duties

Bellpenny's Auto Enrolment Seminar is coming to Birmingham. Book your place and join John O'Sullivan at our office in Birmingham to find out more. 

Posted: 30/10/2015
  • Corporate News
Bellpenny launches new Facebook page

Bellpenny is delighted to announce the launch of its new Facebook Page – Bellpenny People, bringing you the latest Bellpenny news and industry updates on the topics that matter to you the most. 

Posted: 28/10/2015
Record-low ISA rates present quandary for savers

New data from the Bank of England show the returns on tax-free savings have fallen to a record low, presenting savers with a question about whether or not their money is in the best place.

 

Posted: 27/10/2015
  • Client News
Book here for our free Bellpenny Seminar in London: don't fall foul of the Auto-Enrolment (pension) duties

Bellpenny's seminar on Auto-Enrolment (pension) duties is taking place in London on Tuesday 1st December 2015 and will be hosted by Bellpenny's very own Corporate Financial Planner, Nick Oram. Book your place to avoid missing out. 

 

Posted: 27/10/2015
  • Corporate News
Just one in four UK households have life insurance

Life insurance gives people reassurance that their dependants will be looked after in the event of a tragedy, yet only a quarter of UK households are covered, according to new statistics. 

Posted: 22/10/2015
  • Client News
Savers look to pension pot to become mortgage-free

Home owners have been cautioned against using their pension to repay their mortgage, with the state pension only offering a “very basic safety net”, says Partnership.

 

Posted: 21/10/2015
  • Client News
Anthony Palmer, one of Bellpenny’s Employee Benefits Consultants, reviews the ONS’ recent pension statistics

The Office of National Statistics (ONS) has recently published a dozen separate data sets to enable employers to compare their pension scheme contribution rates, for employees eligible for automatic enrolment, with median (average) contribution rates using a whole host of variables such as; industry sector, employer size, employee age, employee sex, earnings bands, pension scheme type and so on.

 

 

Posted: 21/10/2015
  • Corporate News
Bellpenny go beyond pension duties supporting SNAP fundraiser golf day

[06] October 2015. A team of Bellpenny golfers will be supporting longstanding clients Special Needs and Parents (SNAP) at its fundraiser golf event at Thorndon Park Gold Club in Essex on Friday 9th October.

 

Posted: 21/10/2015
  • Corporate News
Savers still pondering pension options

Pensioners have made a mockery of fears over Lamborghini pension fund withdrawals, with only a small minority of over-55s having accessed their pension pots, according to a new study.

 

Posted: 21/10/2015
  • Client News
Employees crave financial guidance

Since the introduction of auto-enrolment within medium-sized businesses, more than half (52%) of employees are now saving adequately, according to a new report. However, the findings from Scottish Widows suggest that workers are still not entirely confident they are able to make all the right decisions about their financial future.

 

Posted: 21/10/2015
  • Client News
Record year for tax-free savings accounts

Individual savings accounts (ISA’s) are flourishing following the government’s “savings revolution” implemented in last year’s Budget, with savers seemingly making the most of the increased annual savings limit, the Financial Times reports.

Posted: 21/10/2015
  • Client News
Rising life expectancy brings pension implications

Savers are being reminded to ensure they are accruing enough savings to cover ever-longer retirements, after official data showed another rise in life expectancy, the Telegraph reports.

 

 

Posted: 21/10/2015
  • Client News
Bellpenny completes two more IFA deals, increasing FUM by over £150m

National wealth manager Bellpenny announced today that it has completed two more transactions involving IFA businesses. The deals bring combined funds under management of over £150m and more than 500 active clients. This takes Bellpenny’s total number of acquisitions since launch to 32.

The acquisition of Cambridge-based IFA, Ashton KCJ Financial Planning LLP, encompasses around £60m of funds under management. The business was jointly owned by Ashton KCJ Solicitors and Price Bailey LLP.

The second purchase is that of Horsham-based IFA, Principals in Practice Limited (PIP) and involves £90m of funds under management.

Posted: 13/10/2015
  • IFA News
Rising life expectancy brings pension implications

Savers are being reminded to ensure they are accruing enough savings to cover ever-longer retirements,

Posted: 21/09/2015
  • Client News
Over 10m pension pots go unwatched, survey finds

Savers are struggling to make sense of their pension pots, leading to them going unmonitored, a new survey

Posted: 09/09/2015
  • Client News
Why Financial Planning Matters – for People and for Nations

If citizens planned for their own future properly, with an eye to the long term, they may be less likely

Posted: 07/09/2015
  • Client News
Baby boomers' wealth less than perceived, says age charities

An interesting debate has emerged surrounding the perceived selfishness of the over-55s in Britain, with

Posted: 03/09/2015
  • Client News
Experts cast eye over Osborne's £1m IHT giveaway

Few would argue that George Osborne’s £1 million inheritance tax (IHT) threshold changes

Posted: 01/09/2015
  • Client News
HMRC urged to find an alternative to tax-returns for pensioners

For some pensioners, the thought of filling in tax return forms is what nightmares are made of, but tens

Posted: 25/08/2015
  • Client News
Interest rate rises won't guarantee higher returns for savers

A rise in interest rates has been mooted for some time, but rate watchers suggest it won’t be until

Posted: 25/08/2015
  • Client News
Bellpenny sponsors young talent at Glasgow UDO World Street Dance Championships

Bellpenny has announced it will be sponsoring all-girl street dance troop, NuVibe, at the UDO World Street

Posted: 25/08/2015
Inspiring Confidence In Pensions

It is certainly not surprising that large numbers of UK savers have little faith in pensions. But consumers

Posted: 06/08/2015
  • Client News
Strategies To Help Directors Under Summer Budget Changes

The Summer Budget has brought some striking changes to the way company directors must account for income.

Posted: 06/08/2015
  • Client News
The IHT 60% Tax Trap

Many of us are aware of the income tax trap, in which those earning in excess of £100,000 a year

Posted: 06/08/2015
  • Client News
Parents Owed Thousands Of Pounds By Their Adult Children

With retirement should come the freedom to enjoy life without the burden of work and money worries. However,

Posted: 22/07/2015
  • Client News
Summer Budget 2015: High Earners, Young Savers In Chancellor’s Thinking

One of the most interesting announcements in last week’s Budget was the Chancellor outlining a

Posted: 22/07/2015
  • Client News
Savers Grossly Underestimating The Cost Of Retirement

Calculating the cost of retirement is far from straightforward, as it often requires a good understanding

Posted: 22/07/2015
  • Client News
Savers Struggling To Fully Understand Their Pension Options

Public understanding of financial concepts and products remains very low, which makes the case for life-long

Posted: 22/07/2015
  • Client News
Bellpenny Summer Budget Guide - What is the Impact For You?

Summer Budget – 8 July 2015 We’ve been waiting for this Budget with bated breath since

Posted: 09/07/2015
  • Client News
Summer Budget 2015 - We Take A Closer Look At The Tax Changes

Personal Allowance and Income Tax Thresholds The personal allowance will be increased to £11,000

Posted: 09/07/2015
  • Client News
Passing on your pension

Efficient management of inheritance tax is important for those who wish to leave large sums to their

Posted: 08/07/2015
  • Client News
The truth about taking funds tax free from your pension

Chancellor George Osborne’s pensions announcement last year, which came into force on April 6th, offers

Posted: 08/07/2015
  • Client News
'London-based IFA is latest Bellpenny acquisition'
'London-based IFA is latest Bellpenny acquisition'

"National wealth manager Bellpenny has acquired London-based IFA Cranfield Financial Services for

Posted: 06/07/2015
  • In The Press
'Protection Gap' Fuelled By Under-Insurance, Study Suggests

When commentators refer to the ‘protection gap’ they are primarily talking about the gap

Posted: 02/07/2015
  • Client News
Concerns About Government’s New IHT Proposals

Many may argue that inheritance tax (IHT) planning couldn’t get much more complicated, but that

Posted: 02/07/2015
  • Client News
State Pension A Relative Unknown To Savers

A “shocking” lack of understanding around eligibility for the state pension is making life

Posted: 02/07/2015
  • Client News
High Earners Urged To Seek Pre-Budget Pension Advice

Pensions have barely had time to adjust since the new reforms in April, yet the government is expected

Posted: 02/07/2015
  • Client News
Tax Planning: Ensure You’re Paying The Right Amount In Tax

Nearly all commentators would agree that the UK tax system is extremely complex. This means that it is

Posted: 10/06/2015
  • Client News
Balancing Risk And Reward Via Asset Allocation And Diversification

Diversification is without doubt the secret to consistent and steady investment performance. History

Posted: 10/06/2015
  • Client News
Growing Our Own

Here at Bellpenny we are delighted to announce that for the first time in the company’s history, we

Posted: 10/06/2015
Bellpenny continues acquisition spree with double swoop (Citywire)
Bellpenny continues acquisition spree with double swoop (Citywire)

Bellpenny has completed two more acquisitions, bringing the total up to 28 in three years. The wealth

Posted: 08/06/2015
  • IFA News
  • In The Press
'Picking a purchaser' (Financial Adviser)
'Picking a purchaser' (Financial Adviser)

Bellpenny's Dominic Rose talks about some of the options open to IFA owners who are considering selling

Posted: 29/05/2015
  • In The Press
‘Death Tax’ Cut Has Little Effect On Savers’ Attitudes

It’s 'as you were' for savers in terms of how much they intend to pay into – or extract

Posted: 27/05/2015
  • Client News
Welcome to Lynn Healy and our new clients from Caledonia Edinburgh Ltd.

After 30 very successful years in the Financial Services Industry we would like to wish George a very

Posted: 11/05/2015
  • IFA News
A warm welcome to our clients joining us from Rawson Steele

We would like to take this opportunity to welcome our new clients that have joined us from Rawson Steele. 

Posted: 11/05/2015
  • IFA News
Bellpenny completes double acquisition (Citywire)
Bellpenny completes double acquisition (Citywire)

Bellpenny has completed two buys as part of a drive to increase its presence in Scotland and

Posted: 10/05/2015
  • IFA News
  • In The Press
Pension Freedoms: To Buy-to-Let Or Not To Buy-to-Let?

The new pension rules that came into force on the 6th April clearly provide much greater choice and flexibility

Posted: 08/05/2015
  • Client News
Why Making A Will Is Something You Should Do Today

Raising the topic of Estate Planning can prove difficult, as it means people have to come to terms with

Posted: 08/05/2015
  • Client News
We are growing…

We are pleased to announce that this month will see Bellpenny open two new regional hubs in Glasgow and

Posted: 08/05/2015
Advisers Still Reliant On Trail Commission New Survey Finds

Trail commission continues to be an important aspect of business income for 93% of advisers, despite

Posted: 29/04/2015
  • IFA News
Wealth manager relocates for 'big' Glasgow opportunity
Wealth manager relocates for 'big' Glasgow opportunity

Bellpenny has relocated its Scottish headquarters and moved into a new office in Glasgow. The wealth

Posted: 20/04/2015
  • In The Press
Advisers Face Yet Another Hike In Regulatory Costs

March was a challenging month for IFAs concerned about the knock-on effect of regulation on their profession,

Posted: 20/04/2015
  • IFA News
New Research Shows Evidence Of 'Advice Gap' in UK

The majority of UK adults say they see the value of financial advice, but less than half of all people

Posted: 14/04/2015
  • Client News
Bellpenny announces takeover of financial advisory firm
Bellpenny announces takeover of financial advisory firm

  National wealth manager Bellpenny has announced this morning that it is taking over a Winchester

Posted: 13/04/2015
  • In The Press
New Rules Affecting IHT Planning

The late, great Roy Jenkins famously described Inheritance Tax (IHT) as: “a voluntary levy paid

Posted: 10/04/2015
  • Client News
Avellemy launches platform based models portfolios

 Bellpenny’s sister company Avellemy launches three sets of platform based models portfolios after

Posted: 10/04/2015
Pension Pot Data Sales: Another Mis-Selling Scandal In The Making?

While many pension holders were eagerly awaiting 6 April 2015, the day when they could apply to draw

Posted: 08/04/2015
  • Client News
Working A Little Longer Can Make A Big Difference To Your Pension Income

It goes without saying that most people would like to retire while they are still young enough to enjoy

Posted: 31/03/2015
  • Client News
Budget highlights 2015

  Budget highlights Click here to download our Spring Budget Guide (PDF) Some of the key

Posted: 19/03/2015
  • Client News
Bellpenny acquires IFA with £40m FUM (Financial Reporter)
Bellpenny acquires IFA with £40m FUM (Financial Reporter)

National wealth manager Bellpenny announced today that it has acquired Farnham-based IFA Legal &

Posted: 16/03/2015
  • In The Press
Bellpenny Supports Calls For Independent Pensions Commission

A newly published report from the demographics think-tank the International Longevity Centre UK (ILC-UK)

Posted: 09/03/2015
How Prepared Are Baby Boomers For Retirement?

Having been born between 1946 and 1965, Baby Boomers have arguably been an extremely fortunate generation:

Posted: 05/03/2015
  • IFA News
Will the government announce a rise in the IHT threshold before the 2015 Election?

As what promises to be the closest general election in decades approaches, Prime Minister David Cameron

Posted: 10/02/2015
  • IFA News
Living it up

With many of us expected to live for longer, what does it mean for your savings? The Office of National

Posted: 05/02/2015
  • IFA News
What The Pension Changes Mean For You

This year will see the implementation of the previously announced radical shake-up of the UK’s

Posted: 05/02/2015
  • IFA News
What is cashflow forecasting

Most of us like to get an idea of how much money we have and how we’ll be spending it in the future.

Posted: 05/02/2015
  • IFA News
Could wage stagnation hinder the government's Automatic Enrolment programme?

While recent figures show that the UK economy is growing strongly again, wages are yet to catch up, leaving

Posted: 03/02/2015
  • Corporate News
New Bellpenny offices in Glasgow city centre (BQ)
New Bellpenny offices in Glasgow city centre (BQ)

'Bellpenny expand offices in Glasgow city centre' Wealth management firm Bellpenny, a national

Posted: 02/02/2015
  • In The Press
Are more big changes to pensions rules on the way?

Following the pension changes announced in last year’s budget, whereby those retiring in the future

Posted: 30/01/2015
  • Client News
How ISAs Are Changing

      Since they were introduced in 1999, Individual Savings Accounts (ISAs) have proved

Posted: 05/01/2015
  • Client News
Happy New (Tax) Year!

      Just like the end of the calendar year, the end of the tax year is the perfect

Posted: 05/01/2015
  • Client News
January Introduction

Dear Bellpenny Client, It is that time of year when we all make our resolutions for the coming 12

Posted: 05/01/2015
Bellpenny completes £330m FUM Unizone purchase (media release)

1 December 2014. National wealth manager Bellpenny announced today that it has acquired Essex-based Unizone

Posted: 01/12/2014
  • IFA News
Millions Of Brits Are Facing Pensions Timebomb

Millions of Britons are facing severe financial hardship in later life due to an inadequate retirement

Posted: 28/11/2014
  • Client News
Women Closing Retirement Planning Gender Gap

The number of women who are putting aside adequate savings for their retirement has recorded its first

Posted: 20/11/2014
  • Client News
Advisers Struggling To Complete Transition Before 'Sunset Clause' Deadline

Recent research suggests that there is "widespread doubt" that independent financial advisers (IFAs)

Posted: 11/11/2014
  • IFA News
Over Half Of Britons Unaware Of State Pension Reforms

New research has revealed that 27% of over 55s are not aware of the impending changes to State Pensions,

Posted: 06/11/2014
  • Client News
One In Five Over 50s Expect To Have To Sell Home To Pay For Care

Almost one in five (18%) of over-50s may be forced to sell their home in order to cover the costs of

Posted: 30/10/2014
  • Client News
Full effects of RDR changes 'may only now be surfacing'

'The hunted: Fresh trends in adviser acquisitions' The adviser acquisition market is booming, according

Posted: 29/10/2014
  • Corporate News
The High Cost Of Most Brits’ Failure To Make A Will

A nationwide study has revealed that more than 175,000 people every year are experiencing difficulty

Posted: 24/10/2014
  • Client News
Most UK Couples Are Unprepared For ‘Golden Years’

A recent study conducted by Prudential of over 1,800 adults living with their spouse or partner has revealed

Posted: 16/10/2014
  • Client News
British Families Are Overlooking Critical Illness Cover

A recent study by Legal & General has revealed that, of the 1.5 million people who bought life insurance

Posted: 03/10/2014
  • Client News
More UK Families Facing Inheritance Tax Bill

With house prices continuing to rise, more and more families in the UK are having to pay inheritance

Posted: 19/09/2014
  • Client News
Lack of trust still a big issue for UK advice sector

Much still needs to be done to move away from the mis-selling culture in the financial services industry

Posted: 17/09/2014
  • IFA News
 IFA succession planning (Money Management)
IFA succession planning (Money Management)

Many independent financial advisers spend the majority of their professional lives working painstakingly

Posted: 11/09/2014
  • In The Press
Mixed news on auto-enrolment impact

Almost two years on from the start of auto-enrolment, half of UK employees on incomes of between £10,000

Posted: 11/09/2014
  • Corporate News
Bellpenny buys £100m Scottish firm (Citywire)
Bellpenny buys £100m Scottish firm (Citywire)

Bellpenny has acquired a Glasgow-based firm with £108 million of funds under management. The

Posted: 01/09/2014
  • In The Press
Money Marketing Profile: Bellpenny CEO Kevin Ronaldson

Money Marketing Profile: 'Bellpenny chief Kevin Ronaldson on recent deals and corporate politics' - full

Posted: 21/08/2014
FCA Investigating More Advisers And Brokers

The Financial Conduct Authority (FCA) is investigating 44% more financial advisers and mortgage brokers

Posted: 13/08/2014
  • Client News
FCA Investigating More Advisers And Brokers

The Financial Conduct Authority (FCA) is investigating 44% more financial advisers and mortgage brokers

Posted: 13/08/2014
  • IFA News
Pensions Regulator Uses Powers To Enforce Compliance With Auto-Enrolment

The Pensions Regulator (TPR) has used its formal powers 23 times to ensure that employers comply with

Posted: 07/08/2014
  • Corporate News
FCA Decides Not To Introduce 'Regulatory Dividend' For Advisers

The Financial Conduct Authority (FCA) has dismissed a proposal made by the Association of Professional

Posted: 24/07/2014
  • Client News
FCA Decides Not To Introduce 'Regulatory Dividend' For Advisers

The Financial Conduct Authority (FCA) has dismissed a proposal made by the Association of Professional

Posted: 24/07/2014
  • Client News
Pension Age Could Rise To 70 By 2064 - OBR

By 2064 UK citizens will need to stay in work until the age of 70 before they can draw their state pension,

Posted: 21/07/2014
  • Client News
Three In Five UK Women Have No Protection Cover

Almost three in five women aged 25 and over in the UK are not covered by any form of protection insurance

Posted: 10/07/2014
  • Client News
Savers Given Vital Boost With Super ISAs

Savers in the UK have been given a solid boost with the launch of a new type of individual savings account

Posted: 03/07/2014
  • Client News
More Small Firms Could Quit The Advisory Industry - APFA

More small firms could exit the advisory industry, the Association of Professional Financial Advisers

Posted: 01/07/2014
  • IFA News
FCA Unveils Enhanced Supervision Process, Goes After Poorly-Run Firms

A new intensive supervisory framework is designed to target financial services firms with serious failings

Posted: 24/06/2014
  • IFA News
Annual cost for regulation of financial advice industry approaches £500m

The annual cost for regulation of the financial advice industry has reached nearly £500 million, leading

Posted: 11/06/2014
  • Client News
UK Families Risk Facing Huge IHT Bills Due To Overseas Assets Confusion

Many families in the UK risk being liable to hefty insurance tax (IHT) bills due to misunderstanding

Posted: 29/05/2014
  • Client News
Over 60% Of IFA Owners Ready To Sell Early At The Right Price

Most owners of independent advisory firms would be keen to sell their business if they are offered the

Posted: 27/05/2014
  • IFA News
Hardening Insurance Market Might Prompt Advisers To Become Restricted

The increasing number of restrictions being placed on professional indemnity insurance policies (PII)

Posted: 14/05/2014
  • Client News
Saving Into A Pension More Attractive Following Budget Says New Research

The proposed changes to pension rules announced by Chancellor George Osborne in the 2014 Budget have

Posted: 09/05/2014
  • Client News
Firms Urged To Bring Advice On Pension Transfers Into SIPPs Up To Scratch

Advisers are being urged to take great care to ensure the advice they provide on pension transfers to

Posted: 06/05/2014
  • Client News
Investment Advisers To Face Higher FSCS Levy Bill In 2014-2015

Investment advisers will pay a higher-than-expected levy to the Financial Services Compensation Scheme

Posted: 24/04/2014
  • IFA News
Taxman To Impose Harsher Penalties For Offshore Tax Evasion

People who haven't disclosed information with HM Revenue and Customs (HMRC) about any income they generate

Posted: 22/04/2014
  • Client News
Advisers Identify Compliance Reporting As Their Top Challenge

Compliance/RMAR reporting is the requirement that challenges advisers the most, adviser software firm

Posted: 16/04/2014
  • IFA News
What happens when you get bought out by an acquirer?
What happens when you get bought out by an acquirer?

'The selling game: What happens when you get bought out by an acquirer?' Bellpenny's Acquisitions

Posted: 10/04/2014
  • In The Press
Advisors Failing To Communicate Fees Threatened With Enforcement Action

The Financial Conduct Authority (FCA) has warned that advice firms that are yet to start adequately communicating

Posted: 08/04/2014
  • IFA News
Regulator To Investigate Investment Advisers' Due Diligence

Investment advisers will soon be subject to an investigation to be launched by the Financial Conduct

Posted: 02/04/2014
  • IFA News
Pension Providers Fear Steep Contraction In Annuity Market Following Overhaul

The UK individual annuities market will likely contract by roughly 75% by 2015 after the government decided

Posted: 27/03/2014
  • Client News
Bellpenny's summary of the Spring Budget 2014

Budget highlights:- Radical reform of pensions, effectively introducing flexible drawdown for all defined

Posted: 21/03/2014
  • Client News
New European Regulation Might Prove Challenging For UK Advisers

The Retail Distribution Review (RDR) forced many advisory firms to revisit their business models to bring

Posted: 18/03/2014
  • IFA News
New European Regulation Might Prove Challenging For UK Advisers

The Retail Distribution Review (RDR) forced many advisory firms to revisit their business models to bring

Posted: 18/03/2014
  • Client News
Bellpenny boosts assets by £21m with 16th acquisition (Citywire)
Bellpenny boosts assets by £21m with 16th acquisition (Citywire)

Bellpenny's deal with Personal & Corporate Financial Solutions is its 16th acquisition... Read

Posted: 17/03/2014
  • In The Press
More Couples Choose Marriage To Counter IHT

Rising property prices and the fact that the current size of the inheritance tax (IHT) threshold looks

Posted: 13/03/2014
  • Client News
FCA Cautions Smaller Advisory Firms Over Mis-Selling Risks

The Financial Conduct Authority (FCA) has warned that smaller advisory firms with self-employed staff

Posted: 12/03/2014
  • IFA News
'Business growing and greener'

In-spite of advancing technology and the promise of the Paperless office, the average office worker still

Posted: 11/03/2014
Government accused of rushing pension reform plans

Under new proposals, pension savings of £10,000 or less would move with an employee when they switch

Posted: 28/02/2014
  • Client News
Clarity of vision needed if consolidators are to endure: Bellpenny
Clarity of vision needed if consolidators are to endure: Bellpenny

Not all those on the acquisition trail will survive, and the evidence of this may happen sooner than

Posted: 27/02/2014
  • In The Press
Firms Obliged To Disclose Total Cost Of Investment Under MiFID II

UK financial intermediaries will be required to inform clients about the total cost of their investments

Posted: 25/02/2014
  • IFA News
Buying An Annuity? You Only Get One Chance

An annuity is a complex product that is usually among the major financial decisions in a person's life,

Posted: 21/02/2014
  • Client News
Net Reduction of 145 adviser Firms Since RDR Launch

The UK advisory industry has shrunk by almost 150 firms since December 2012, the month which saw the

Posted: 19/02/2014
  • IFA News
Bellpenny teams up with Charles Stanley for MPS access (Citywire)
Bellpenny teams up with Charles Stanley for MPS access (Citywire)

Bellpenny's advisers can now access a suite of low-cost model portfolios through a partnership

Posted: 17/02/2014
  • In The Press
Diary of an adviser: Penny Speller of Bellpenny
Diary of an adviser: Penny Speller of Bellpenny

Bellpenny's Penny Speller is featured in Financial Adviser's 'Diary of an adviser' slot.

Posted: 13/02/2014
  • In The Press
Advisers Required To Provide More Credible Evidence For Pension Transfers

A series of decisions upheld recently by the Financial Ombudsman Service (FOS) has suggested that advisers

Posted: 11/02/2014
  • IFA News
Watermark 'Volume' Document Management Case Study

Almost 20,000 active clients are now managed with support from Watermark’s Volume document management

Posted: 11/02/2014
  • Client News
Advisers Face New Rules On Payments From Discretionary Managers

The Financial Conduct Authority (FCA) has introduced a ban on referral payments coming from discretionary

Posted: 04/02/2014
  • IFA News
Advisers Continue To Face Challenges Post-RDR

The impact of the Retail Distribution Review (RDR) has been broadly beneficial to the adviser industry,

Posted: 28/01/2014
  • IFA News
Effective Planning Helps Reduce IHT On Property

The increasing price of residential property is pulling more and more people into inheritance tax (IHT),

Posted: 23/01/2014
  • Client News
IFAs Concerned Over Ability To Meet Demand For Auto-Enrolment Advice From SMEs

As the staging date for introducing a pension scheme for thousands of small and mid-sized enterprises

Posted: 21/01/2014
  • IFA News
Prime Minister Pledges To Keep Triple Lock Mechanism In Place

Prime Minister David Cameron is committed to increasing the state pension by at least 2.5% a year until

Posted: 13/01/2014
  • Client News
Bellpenny boosts assets by £187m with double acquisition
Bellpenny boosts assets by £187m with double acquisition

IFA consolidator Bellpenny has acquired a combined £187 million in funds under management from

Posted: 09/01/2014
  • In The Press
RPC Says Pensions Charge Cap Assessment Is “Not Fit For Purpose”

The Regulatory Policy Committee (RPC), an independent authority responsible for scrutinising regulatory

Posted: 03/01/2014
  • Client News
Workers Over 40 Face Dimmer Retirement Prospects Than Previous Generation

Britons born after 1960 will only have a better lifestyle in their post-work life if they have additional

Posted: 24/12/2013
  • Client News
Financial Advisers Upbeat About UK Equities Performance In 2014

UK equities are the asset class expected to deliver the best performance in the new year, a view shared

Posted: 23/12/2013
  • IFA News
Britons To Pay £3bn More In IHT By 2018

According to updated figures published as part of George Osborne's Autumn Statement, the proceeds to

Posted: 20/12/2013
  • Client News
Acquisition frenzy: biggest adviser buys of the year (via Citywire)
Acquisition frenzy: biggest adviser buys of the year (via Citywire)

A great summary of 2013's post-RDR acquisition activity by New Model Adviser. And what a busy first

Posted: 19/12/2013
  • In The Press
Reforms spur wave of wealth manager takeovers (FT)
Reforms spur wave of wealth manager takeovers (FT)

Takeovers of wealth management companies have reached “fever pitch” this year with more than

Posted: 18/12/2013
  • In The Press
Will consolidation speed up in 2014?

Wealth managers have polarised into two distinct categories during 2013: those who believe a regional

Posted: 17/12/2013
  • Client News
Londoners Have Lowest Average Savings Balances

Londoners have the lowest average savings in the UK, which account for just 22% of their annual income,

Posted: 12/12/2013
  • Client News
Uncertainty Surrounds IFAs After Scottish Vote On Independence

With a referendum on the way for Scotland that could see it become an independent country, a number of

Posted: 10/12/2013
  • IFA News
Number Of Homeowners Caught In The IHT Net On The Rise

According to a poll conducted by Financial Times Publishing, over half of advisers believe that homeowners'

Posted: 06/12/2013
  • Client News
Majority Of UK Clients Happy With Financial Advice

Fund manager Vanguard's newly launched Value Index, which monitors the value that advisers deliver to

Posted: 03/12/2013
  • Client News
69% Of Advisers Say Annuities No Longer The Most Viable Option For Clients

The latest Adviser Insight Survey from long-term savings and investments solutions provider Skandia reveals

Posted: 19/11/2013
  • IFA News
Advisers Concerned About Future Of Profession

A new study from the Personal Finance Society (PFS) highlights a growing concern over the education system's

Posted: 12/11/2013
  • IFA News
Equity Funds Most Preferred Investment Source For Sixth Month Running

Equity funds are the most popular asset class that Britons use to maximise their investments, data from

Posted: 07/11/2013
  • Client News
Two In Five Advisory Firms Say RDR Has Not Changed Their Working Practice

Two in five advisers in the UK say that the introduction of the Retail Distribution Review (RDR) at the

Posted: 05/11/2013
  • IFA News
More advisers quitting than predicted post-RDR

A greater number of advisers are looking to leave the sector post-RDR than first expected, Kevin Ronaldson

Posted: 31/10/2013
  • IFA News
Bellpenny acquires £100m accountancy client book
Bellpenny acquires £100m accountancy client book

Spofforths Financial Planning sells off client book in response to the increasing burden of regulation.   Acquisitive

Posted: 31/10/2013
  • In The Press
Bellpenny completes GBP100m FUM deal with Spofforths Financial Planning
Bellpenny completes GBP100m FUM deal with Spofforths Financial Planning

Bellpenny, the national wealth manager and IFA acquirer, has completed a client bank and funds under

Posted: 31/10/2013
  • In The Press
Many Young Workers Could Face Retirement Difficulties

The Pensions Policy Institute (PPI) has warned that millions of young workers face tough financial times

Posted: 31/10/2013
  • Client News
Bellpenny picks Voyant to provide planning software

IFA consolidator Bellpenny has selected Voyant to provide financial planning software for its advisers.As

Posted: 31/10/2013
Over Half Of Brits Consider Financial Advice Beneficial

Pensions, mortgages, and stocks and shares ISAs are areas in which the nation would most like professional

Posted: 29/10/2013
  • Client News
Many Advisers Positive About Post-RDR Environment

The latest survey from insurer Aviva, which examines advisers' attitudes towards the post RDR-environment,

Posted: 22/10/2013
  • IFA News
Current Accounts Good Option For Savers

People that are not paying into an older savings account that provides reasonable interest rates could

Posted: 17/10/2013
  • Client News
Demand For Financial Advice Remains Intact Post-RDR

The latest Big Money Index from insurer AXA shows that the Retail Distribution Review (RDR) has not brought

Posted: 15/10/2013
  • IFA News
FCA Uncovers Evidence Of Inducement Creating Conflicts Of Interest Between Advisers And Providers

The Financial Conduct Authority (FCA) has released findings from its latest investigation into whether

Posted: 30/09/2013
  • IFA News
OFT Moves To Protect Pension Savers

Plans to overhaul the UK's defined-contributions pensions market have been announced by the Office of

Posted: 24/09/2013
  • Client News
Older Britons Turn To Equity Release

Equity release is becoming a key arrangement for Britons aged over 55. They now consider it a means to

Posted: 19/09/2013
  • Client News
Advisers Divided On Growth Potential Post-RDR

New research from Foster Denovo suggests that about eight months after the introduction of the Retail

Posted: 17/09/2013
  • IFA News
28% Of Britons Unaware Of The Size Of Their Pension Pot

A new study from Fidelity Worldwide Investment points to UK adults' unawareness of the real size of their

Posted: 03/09/2013
  • Client News
IFA Clients Rate Communication Skills Highest

he amount people pay for services is undoubtedly an important factor when choosing a provider. But when

Posted: 02/09/2013
  • IFA News
Number Of Retirement Age Britons Still In Employment Surges

Between 1998 and 2013, the number of working Brits aged 65 and over has risen nearly threefold. Some

Posted: 28/08/2013
  • Client News
National advisory firm Bellpenny has selected insurer Zurich as its lead integrated platform provider.

The firm said it was keen to work with a provider that could offer comprehensive adviser support and

Posted: 27/08/2013
Bellpenny picks Zurich as platform provider
Bellpenny picks Zurich as platform provider

IFA consolidator Bellpenny has chosen Zurich  as its preferred platform provider. To read the

Posted: 27/08/2013
  • In The Press
National firm in northern expansion after Glasgow buyout
National firm in northern expansion after Glasgow buyout

National wealth manager Bellpenny reveals latest purchase will allow it to expand up north. To read

Posted: 27/08/2013
  • In The Press
5% More Advisers Since RDR Introduction

Since the start of 2013, when the Retail Distribution Review (RDR) took effect, the number of advisers

Posted: 20/08/2013
  • IFA News
How To Soften The Impact Of Low Interest Rates

Interest rates in the UK will not see an increase until the country's jobless rate drops to 7%. This,

Posted: 19/08/2013
  • Client News
There Is Never A Wrong Time To Become An Investor

It's hard to be an investor given the current uncertain macroeconomic landscape. The continuing low interest

Posted: 09/08/2013
  • Client News
Investors Feel Worried About Financial Decisions Post-RDR

The 2013 Investor Confidence Survey prepared by TD Direct Investing shows that half a year after the

Posted: 07/08/2013
  • Client News
Adviser acquisitions: our pick of this year's biggest deals
Adviser acquisitions: our pick of this year's biggest deals

New Model Adviser magazine's pick of this years biggest acquisition deals see's Bellpenny

Posted: 05/08/2013
  • In The Press
Savers Thrown Into Turmoil As Long-Term Interest Rates Touch Nine-Year Low

Cash-strapped savers across Britain who still manage to put aside some money for a rainy day could see

Posted: 01/08/2013
  • Client News
Research Shows UK Needs 5,000 More Advisers

Savings and investment company Standard Life has estimated that the UK needs around 5,000 more financial

Posted: 31/07/2013
  • IFA News
Recession Dents Britain's Saving Culture

New research from Now Pensions shows that 53% of Britons are upbeat that auto-enrolment will play a key

Posted: 31/07/2013
  • Client News
Bellpenny acquires £100m FUM IFA, Entire Wealth Management Ltd

Bellpenny, the national wealth manager and IFA acquirer, announced today that it has completed the acquisition

Posted: 25/07/2013
  • IFA News
Number Of Pension Scheme Members Hits All-Time Low

The number of Britons saving into a pension scheme has hit an all-time low, figures published by the

Posted: 25/07/2013
  • Client News
Financial Services Industry Needs Better Regulation

The UK financial services industry could create 250,000 more jobs and contribute to economic growth by

Posted: 25/07/2013
  • IFA News
Firing Line: Kevin Ronaldson
Firing Line: Kevin Ronaldson

Melanie Tringham talks to Kevin Ronaldson, chief executive of IFA consolidator Bellpenny, about the changes

Posted: 23/07/2013
  • In The Press
Post-RDR Demand For Advice Remains Buoyant

The first four months of the year saw a buoyant demand for market advice; more consumers went online

Posted: 17/07/2013
  • Client News
HSBC pulls plug on workplace pension arm

HSBC has confirmed the withdrawal of its adviser-facing Workplace Retirement Services proposition less

Posted: 17/07/2013
  • Client News
IFA consolidator eyes simplified advice and targets £1.3bn assets
IFA consolidator eyes simplified advice and targets £1.3bn assets

IFA consolidator Bellpenny is eyeing the launch of a possible simplified advice service for clients with

Posted: 09/07/2013
  • In The Press
Household Saving Dips to 4.2% Of Disposable Income In Q1

Figures from the Office for National Statistics (ONS) reveal that British households set aside just 4.2%

Posted: 04/07/2013
  • Client News
FCA Confirms 13% Increase In Regulatory Costs For Advisers

The combined annual funding for the Financial Conduct Authority (FCA) and the Prudential Regulation Authority

Posted: 04/07/2013
  • IFA News
Many Britons Concerned Over Inability To Work Into Old Age

Over 50% of people working in Britain are concerned they will lack physical or mental ability to perform

Posted: 24/06/2013
  • Client News
Consolidators predict more quality sellers after RDR lull

Consolidator continues spreeBellpenny Acquisitions and Sales Director Dominic Rose expects to continue

Posted: 24/06/2013
  • Client News
New Pensioners To Receive 40% Less Than Working Wage

A report from retirement experts Partnership suggests that UK workers may see their incomes decline by

Posted: 12/06/2013
  • Client News
Advisers Still Heavily Reliant On Commission, Research Finds

Legacy commission remains a key driver of revenue for most advisers in the UK despite reports predicting

Posted: 11/06/2013
  • IFA News
Number Of Chartered Financial Planners Grows 24%

More financial planners are choosing to obtain a chartered status, as both companies and individuals

Posted: 05/06/2013
  • IFA News
State Pension Reforms Slammed By Labour

The government's plan to reform the state pension system has been contested by Labour's shadow work and

Posted: 31/05/2013
  • Client News
Bellpenny assets hit £850m with eighth acquisition
Bellpenny assets hit £850m with eighth acquisition

IFA consolidator Bellpenny has boosted its assets under advice by £200 million through the acquisition

Posted: 29/05/2013
  • In The Press
Bellpenny acquires The County Partnership
Bellpenny acquires The County Partnership

IFA acquirer, Bellpenny, has completed the purchase of Cheltenham-based Financial Planning firm, The

Posted: 29/05/2013
  • In The Press
One In Seven UK Retirees Will Rely On Basic State Pension

Many Britons risk spending their post-working life on the brink of poverty as the only income they will

Posted: 24/05/2013
  • Client News
Advisers' Progress In RDR Implementation Still A Cause For Concern - FCA

The Financial Conduct Authority (FCA) is concerned that some financial services providers are failing

Posted: 24/05/2013
  • IFA News
Public Sector Pension Reforms To Cut Benefits By Over A Third

The Pension Policy Institute (PPI) is concerned that the planned changes in public sector pension legislation,

Posted: 22/05/2013
  • Client News
IFAs See Asset Allocation As Top Area For Outsourcing

A recent study conducted by FE Research among independent financial advisers (IFAs) showed that asset

Posted: 21/05/2013
  • IFA News
Advisers Invited To Share Best Practices To Improve Britons' Well-Being

The Money Advice Service (MAS) is asking individuals and businesses operating in the financial services

Posted: 21/05/2013
  • IFA News
Advisers Consider Low Interest Rates Top Opportunity

Advisers in the UK remain broadly optimistic about their businesses four months after the Retail Distribution

Posted: 16/05/2013
  • IFA News
Tax Advantages Would Stimulate People To Buy Protection

Insurance provider Zurich recently conducted research among 588 UK advisers to find out more about the

Posted: 15/05/2013
  • Client News
Over 300,000 UK Workers Auto-Enrolled Since July 2012

Since July 2012, the number of UK employees who have been automatically enrolled into an occupational

Posted: 15/05/2013
  • Corporate News
Price Bailey sells £150m regional IFA arm to Bellpenny
Price Bailey sells £150m regional IFA arm to Bellpenny

The deals sees 1,700 of Price Baileys active £150m worth of clients and funds under management

Posted: 13/05/2013
  • In The Press
Deal hungry Bellpenny homes in on accountany firms RDR fatigue
Deal hungry Bellpenny homes in on accountany firms RDR fatigue

The first of its successes in this area was announced today, with the purchase of Foot Davson’s

Posted: 09/05/2013
  • In The Press
Bellpenny acquires IFA arm of accountancy firm Foot Davson

Bellpenny expects the £60m FUM deal to be the first of several acquisitions of accountancy practice

Posted: 09/05/2013
  • IFA News
Auto-Enrolment Dedicated Website To Go Online In May

The National Employment Savings Trust (NEST) aims to raise awareness about automatic enrolment, among

Posted: 09/05/2013
  • Corporate News
Bellpenny features in first of its kind exhibition with young up and coming artist

This month saw Bellpenny feature in ‘Parallel’, a collaboration between creative agency The Beautiful

Posted: 02/05/2013
'Distortion Of The RDR' Review Due To Launch Later In 2013

The Financial Conduct Authority (FCA), which took over from the Financial Services Authority (FSA) on

Posted: 01/05/2013
  • Client News
Small Pensions To Follow Workers When Changing Jobs

The government has proposed new regulations under which pension pots worth a maximum £10,000 will move

Posted: 30/04/2013
  • Client News
Half Of UK Savers Don't Review Pension Plans

New research, conducted by YouGov on behalf of Duncan Lawrie Private Bank, has shown that more than 50%

Posted: 23/04/2013
  • Client News
Advisers Upbeat On Income Prospects But Profitability Concerns Remain

UK advisers are broadly upbeat about their incomes, but they still worry about their capacity to retain

Posted: 22/04/2013
  • IFA News
Outsourcing Reasonable Option For Small Firms Post-RDR

Small advisory firms and individual advisers may still have the ability to run their businesses efficiently

Posted: 22/04/2013
  • Client News
Price-Related Enquiries Soar Five-Fold Post-RDR

Consumer comparison website VouchedFor.co.uk has found that since the launch of the Retail Distribution

Posted: 18/04/2013
  • Client News
23% Of UK Adults Have Misplaced A Pension Pot

Age UK has just released the results of its latest study showing that 23% of adults living in the country

Posted: 17/04/2013
  • Client News
12% Of Britons Go To IFAs For Advice In 2012

The share of Britons using the services of an independent financial adviser (IFA) stood at around 12%

Posted: 15/04/2013
  • IFA News
FCA Yet To Assess Post-RDR Advice Gap

The Financial Conduct Authority (FCA) is yet to identify whether the Retail Distribution Review (RDR),

Posted: 15/04/2013
  • Client News
DB Schemes' Deficit Widens To £236.6Bn In March

In just one month, the deficit of private sector final salary pension schemes went up by £35 billion

Posted: 11/04/2013
  • Client News
New 'Twin Peaks' Regulatory System To Cost £646.3m

The Financial Conduct Authority (FCA) has estimated that the combined annual costs of establishing the

Posted: 10/04/2013
  • Client News
FCA Could Amend RDR Legislation Earlier Than Planned

The Financial Conduct Authority (FCA), one of the two bodies that assumed the powers of the Financial

Posted: 10/04/2013
  • Client News
Advisers To See Up To 30% Rise In Regulatory Costs

Advisers are likely to see a surge of up to 30% in regulatory costs in the 2013/14 financial year under

Posted: 10/04/2013
  • IFA News
FCA Fees Should Reflect Decline in Advice Firm Numbers - APFA

The Association of Professional Financial Advisers (APFA) has insisted that the fees that will soon be

Posted: 04/04/2013
  • IFA News
Female Retirees Expect A £6,500 Lower Income Than Men

Women across the UK who are due to retire this year expect their annual retirement income to be 36% lower

Posted: 04/04/2013
  • Client News
Advisers To See Up To 30% Rise In Regulatory Costs

Advisers are likely to see a surge of up to 30% in regulatory costs in the 2013/14 financial year under

Posted: 02/04/2013
  • IFA News
More Britons Find It Difficult To Make Pension Choices

About one in four Britons find it more difficult to make their pension choices as they feel confused

Posted: 27/03/2013
  • Client News
FCA To Examine Advice Market Competition

The Financial Conduct Authority (FCA) plans to make the best use of its new role as a competition watchdog

Posted: 27/03/2013
  • IFA News
‘Bellpenny bags Bronze in Transform Awards’

Tuesday 19th March saw Bellpenny win bronze at the Transform awards – a culmination of the best branding

Posted: 21/03/2013
RDR To Result In £1.5bn Of One-Off Costs To Sector Firms

Firms operating in the retail investment market are expected to incur as much as £1.48 billion in one-off

Posted: 19/03/2013
  • Client News
Number Of Advisers Declined 10% In Run-Up To RDR

The Association of Professional Financial Advisers (Apfa) published this week its report summarising

Posted: 18/03/2013
  • IFA News
Investment Directors Generally Upbeat On RDR Impact Said AIC

One in eight directors of investment companies considers that the Retail Distribution Review (RDR) will

Posted: 15/03/2013
  • IFA News
IFAs Better Informed About Auto Enrolment Than Pension Consultants

Independent financial advisers (IFAs) feel more prepared to answer clients' questions about automatic

Posted: 14/03/2013
  • Corporate News
RDR Labelled Most Significant Change In 2013 In The Global Advice Sector

The Retail Distribution Review (RDR), introduced in the UK at the start of the year, along with a similar

Posted: 13/03/2013
  • Client News
Number Of Chartered Financial Planners Passes The 3,500 Mark

The number of financial planners with a chartered status grew to 3,505 at the end of February from 2,832

Posted: 05/03/2013
  • IFA News
E-Petition Against Freezing Tax Allowance For Pensioners Attracts Over 100,000 Signatures

Last month, the National Pensioners Convention (NPS) launched an online petition against the government's

Posted: 04/03/2013
  • Client News
Regulators And Advisers Across The Globe Learn From UK's RDR

The Retail Distribution Review (RDR), which was introduced by the Financial Services Authority under

Posted: 28/02/2013
  • Client News
Only 46% of Workers Were Pension Saving Scheme Members In 2012 Said ONS

The share of Britons saving into a workplace pension scheme touched its lowest level in 2012 and was

Posted: 27/02/2013
  • Client News
Most Small Advisers Unsure Of RDR's Impact On Their Business

As many as 85% of financial advisers don't feel certain about the consequences the Retail Distribution

Posted: 26/02/2013
  • IFA News
Bellpenny announces Synaptic Fusion technology deal

IFA acquirer and wealth management company, Bellpenny, today announces that it is to take on the Synaptic

Posted: 25/02/2013
Over Half Of The Global Population Deems Retirement Savings Insufficient

More than 50% of the global working-age population considers that the savings they make will not be sufficient

Posted: 25/02/2013
  • Client News
Pension Providers Could Soon Start Communicating With Savers Online Only

The UK government has proposed to give pension providers the opportunity to scrap paper-based communication

Posted: 22/02/2013
  • Client News
Some 32% Of Advisers Expect More Value From Retirement Income Planning After RDR

Just under a third of financial advisers think that the value of retirement income planning business would rise with the Retail Distribution Review (RDR).

Posted: 20/02/2013
  • IFA News
Adviser Numbers Slip 11.5% Ahead Of RDR

There were 35,899 retail investment advisers (RIAs) in the UK late last summer, which is down 11.5% from

Posted: 18/02/2013
  • IFA News
Over Half Of Low-To-Middle Income Families Have No Savings

Some 55% of families with low to middle incomes do not have any savings, the Resolution Foundation's

Posted: 14/02/2013
  • Client News
IFP Chief Sees Cautious Optimism About 2013 Amongst Advisers Following The RDR Launch

There are signs of cautious optimism about the year ahead amongst advisers following the introduction

Posted: 11/02/2013
  • IFA News
Adviser Charging May Require Credit Licence Said OFT

Advisers using retainers to charge clients may need to have a consumer credit licence, FTAdviser reported

Posted: 08/02/2013
  • IFA News
One Quarter Of Brits Travel Abroad Without Insurance Said ABTA

Some 24% of British travellers do not have travel insurance when they go on holidays abroad, new data

Posted: 07/02/2013
  • Client News
Self-Employed Advisers Enjoy Strong Rise In Earnings In 2012 Said BWD

Self-employed financial advisers saw their overall earnings, including salary and bonus, jump to £60,533

Posted: 06/02/2013
  • IFA News
Bellpenny shortlisted for Transform Awards: Best brand in the Financial Sector

National Wealth Management Company, Bellpenny has been shortlisted for best brand in the financial sector

Posted: 06/02/2013
A Third Of Unpensioned Workers Aged Below 30 Said NEST

Nearly one third of unpensioned workers in the UK private sector are aged below 30, National Employment

Posted: 05/02/2013
  • Client News
CII Sees Record Growth In Chartered Advisers In 2012

The number of advisers with chartered status grew at a record pace in 2012, according to the latest figures

Posted: 04/02/2013
  • IFA News
Thousands Of Advisers Yet To Get SPS

Thousands of advisers are yet to be given the mandatory statement of professional standing (SPS), IFAonline.co.uk

Posted: 04/02/2013
  • IFA News
PPI Complaints Exceed 145,000 In Oct-Dec 2012 Said FOS

Complaints related to payment protection insurance (PPI) amounted to 145,546 in the three months to December,

Posted: 31/01/2013
  • Client News
Investment Advisers And Fund Managers To Pay £31 Million FSCS Levy

Investment advisers and fund managers are to pay a total levy of £31 million for 2010/11, according

Posted: 30/01/2013
  • IFA News
Advisers Could Close Post-RDR Gap Thanks To Workplace Saving

Advisers and providers could use workplace saving, which could have a growth potential for the industry,

Posted: 28/01/2013
  • Client News
Some 57% Of Advisers To Stop Providing Investment Advice

Over 50% of advisers plan to no longer offer investment advice to customers, according to a survey by

Posted: 25/01/2013
  • IFA News
Nearly 70% Of IFAs Need More Information On Capacity For Loss

Some 69% of advisers said that they need more information to understand the implications for their business

Posted: 23/01/2013
  • IFA News
More sales of adviser arms to come

The building society sector could see more sales of advisory arms to national financial advisers and

Posted: 23/01/2013
  • IFA News
Most UK Homeworkers Lack Employer's Liability Insurance

Less than 5% of homeworkers in the UK have employer's liability insurance, even though 16% of them employ

Posted: 22/01/2013
  • Client News
Opinion: RDR Should Apply To Mortgage And Insurance Advice As Well

Jasmine Birtles, who is in charge of consumer finance website Money Magpie, believes that the Retail

Posted: 16/01/2013
  • Client News
Pension Reforms To Have Unfavourable Impact On Most Britons, IFS Said

The UK government yesterday presented plans to introduce a flat-rate pension from 2017 in a move intended

Posted: 15/01/2013
  • Client News
FSA To Conduct Regular Checks On Advisers' Progress In RDR Implementation

The Financial Services Authority (FSA) said last week that it plans to regularly examine advisers' progress

Posted: 14/01/2013
  • IFA News
MPs Limit Rise In Benefits To 1% Until 2016

The government's proposal to cap annual hikes in working-age benefits at 1% until 2016 was endorsed by

Posted: 10/01/2013
  • Client News
Bellpenny acquires four IFA businesses with combined assets under advice

Bellpenny has completed the purchase of four IFA businesses, with combined funds under management in

Posted: 10/01/2013
  • IFA News
16% Of Britons Don't Know How To Save Money

A recent survey conducted by comparison website MoneySupermarket.com revealed that 16% of Britons have

Posted: 08/01/2013
  • Client News
Over 5,400 Advisers Receive SPS Said CISI

As many as 5,421 existing advisers had received statements for professional standing (SPS) from the Chartered

Posted: 07/01/2013
  • IFA News
New EU Regulations To Cost Male Pensioners £10,000

British men approaching retirement are expected to lose a maximum £10,000 in income as a result of the

Posted: 21/12/2012
  • Client News
Advisers Finally Accept RDR Reality - Nick Cann

Advisers have finally accepted the Retail Distribution Review (RDR) reality after wasting time discussing

Posted: 19/12/2012
  • IFA News
APFA Calls For Greater Transparency For FCA

The Association of Professional Financial Advisers (APFA) on Friday welcomed many of the proposals from

Posted: 17/12/2012
  • Client News
Under 8% Of Advisory Firms Lack Qualification Ahead Of RDR

Less than 8% of advisory firms have advisers that do not yet have the QCF Level 4 qualification required

Posted: 14/12/2012
  • Client News
UK Long-Term Retired Draw Down On Savings To Maintain Standard Of Living

More Britons over 75 are resorting to using their savings to keep their standard of living at the level

Posted: 13/12/2012
  • Client News
Nearly 20% Of UK Landlords Without Insurance

Some 18% of landlords in the UK have not taken out specialist landlord insurance, according to new research

Posted: 11/12/2012
  • Client News
Life Insurance Premiums For Women Jump 20% Ahead Of Gender-Neutral Rules

Life insurers have increased premiums for women by about one fifth ahead of the 21 December deadline

Posted: 06/12/2012
  • Client News
Predicting Private Pension Income Is Hard For One Third Of Older Brits - IFS

One third of Brits aged over 52 are unable to predict how much income they would receive from their private

Posted: 04/12/2012
  • Client News
Nearly 60% Of Advisers Do Not Outsource Investment Decisions

More than half of advisers do not use outsourcing for any investment decisions, according to data from

Posted: 30/11/2012
  • IFA News
One Third Of Brits Are Without Private Pensions

Some 31% of UK adults do not have a private pension, a new study for the charity Age UK showed on Thursday.

Posted: 30/11/2012
  • Client News
Advisers See Low RDR Awareness Among Consumers Said Defaqto

Most financial advisers believe that an awareness of the Retail Distribution Review (RDR) and its implications

Posted: 28/11/2012
  • IFA News
Advisers Find It Hard To Communicate RDR Reforms To Clients

For 41% of advisers, one of the biggest challenges that they face when preparing for the Retail Distribution

Posted: 26/11/2012
  • IFA News
Some 5% Of Advisers To Exit Industry After RDR

The industry is to see the departure of about 5% of advisers after the Retail Distribution Review (RDR)

Posted: 22/11/2012
  • IFA News
Some 27% Of Brits Expect A Pension Savings Deficit

Almost 30% of UK adults think that their pension savings would not prove sufficient enough to enable

Posted: 20/11/2012
  • Client News
Keeping Clients' Trust Remains An Asset For Advisory Community

The fact that financial advisers have maintained clients' trust represents a great advantage for the

Posted: 19/11/2012
  • Client News
TPR Needs Advisers' Help On Auto-Enrolment

The Pensions Regulator (TPR) is looking to engage independent financial advisers (IFAs) in automatic

Posted: 16/11/2012
  • Corporate News
Advisers Should Seriously Consider Choice Of Annuity Partners

Advisers should put more effort and thought into their selection of annuity provider partners, in order

Posted: 09/11/2012
  • IFA News
Almost Two-Thirds Of Advisers' Clients Unaware What Income Protection Is

Some 63% of advisers polled by Cirencester Friendly said that their clients did not know what income

Posted: 08/11/2012
  • IFA News
Advisers Suffer From Skill Shortage - CII

A skills deficit is affecting the business performance of advisory companies in a number of ways, new

Posted: 08/11/2012
  • IFA News
Older Britons Concerned Over Sufficiency Of Retirement Funds

Some 29% of people aged over 60 in the UK are concerned that their retirement funds may prove insufficient

Posted: 06/11/2012
  • Client News
Bellpenny Employee Bolts Ahead

Andy Mutton, part of the Bellpenny Operations team stormed ahead in the Amsterdam Marathon in a time

Posted: 02/11/2012
IFAs Handle Complaints Better Than Banks - FOS Chief

Independent financial advisers (IFAs) are better at complaints handling than bigger institutions such

Posted: 02/11/2012
  • IFA News
Some 4 Million Britons May Miss Out On Pension Saving

Four million UK workers may not have access to a workplace pension, according to a new study by the Trades

Posted: 01/11/2012
  • Client News
High-Earning IFAs To Pay More In Regulatory Fees

Independent financial advisers (IFAs) with higher earnings are likely to see an increase in regulatory

Posted: 31/10/2012
  • IFA News
Some 59% Of Britons Without Life Insurance

Some 59% of people in the UK do not have life insurance in place, a new survey by Confused.com revealed

Posted: 30/10/2012
  • Client News
Most IFAs Plan Outsourcing For Below 50% Of Clients After RDR

Two-thirds of advisers intend to turn to a third party to help them with less than half of their clients

Posted: 29/10/2012
  • IFA News
More UK Adults Advised by IFAs Than Banks

Some 16% of UK adults have been advised by independent financial advisers (IFAs) over the past five years,

Posted: 25/10/2012
  • IFA News
Over Half Of Clients Expect IFAs To Advise On Environmental Issues

Some 58% of investors think that independent financial advisers (IFAs) should be able to offer advice

Posted: 22/10/2012
  • IFA News
Aifa Criticises Objectives Set For FCA

The Association of IFAs (Aifa) has attacked the objectives set by the Financial Services Authority (FSA)

Posted: 22/10/2012
  • Client News
Nearly 70% Of Young Britons Yet To Buy Life Insurance

Some 67% of Britons aged between 18 and 39 do not yet have life insurance, according to a survey published

Posted: 18/10/2012
  • Client News
IFAs Express Concern Over Lack Of Clarity On Stationery Requirements

Concerns have been voiced as the Financial Services Authority (FSA) has not yet decided what IFAs will

Posted: 18/10/2012
  • IFA News
Churning On The Rise Ahead Of RDR Deadline

There has been an increase in the number of cases of product churning as the implementation of the retail

Posted: 16/10/2012
  • Client News
MAS To Refer Customers To IFAs

Money Advice Service (MAS) is to turn to independent financial advisers (IFAs) to fill the gap left by

Posted: 12/10/2012
  • IFA News
UK State Pension Costs To Top £120 Billion In 20 Years

The basic state pension will cost Britain over £120 billion in 20 years' time, according to data from

Posted: 12/10/2012
  • Client News
Over 20% Of Advisers Resort To Outsourcing Of Clients' Investments

More than 20% of financial advisers in the UK have turned to discretionary fund managers for the outsourcing

Posted: 12/10/2012
  • IFA News
Complaints Against Financial Firms Jump 59% In H1 - FSA

The number of complaints against financial services companies in the UK surged 59% to 3.6 million in

Posted: 12/10/2012
  • Client News
FSA Says Firms May Be Evading RDR Rules With Certain Payments

In a letter recently sent to 24 life insurers and independent financial advisers (IFAs), the Financial

Posted: 12/10/2012
  • Client News
New national wealth management firm Bellpenny announces FSA Authorisation

Initial £400m (FUM) of acquisitions already agreed, with a further £600m under negotiation4 October

Posted: 04/10/2012
Artist Andy Singleton brings the Bellpenny brand to life

Bellpenny appointed brand agency, Beautiful Meme to develop the Bellpenny brand. The challenge; to develop

Posted: 25/09/2012
It’s official!

Investors and trusted partners joined Bellpenny on the 25th of September to celebrate its official launch.

Posted: 25/09/2012