Do I Need Life Insurance for My Family?

Life insurance for your family is a foundation of good financial planning, and can be critical in hard times. Read on to find out more, and how we can help.

Pros and Cons of a Pension Transfer

Should you transfer your pension? In this post we cover the important pros and cons.

Trust Registration Service

All UK resident trusts must be registered with HMRC by 1st September 2022.

Read on for more details and a guide on how to register yours.

How to Discuss Life Insurance With Your Partner

Life insurance for couples can be a difficult and emotive subject. Here we cover some of the challenges and offer some practical tips.

My day job is managing the best financial planning firm in the UK*. My hobby is writing the best sci-fi books in the UK**. There’s not nearly as much difference between the two as you might think. Financial planning and writing fiction both involve stories. They each have a main character who makes choices and […]

Your income drawdown plan: A reminder of your options

While annuities offer a lifetime-guaranteed income, the income they provide is often less than many people want. Income Drawdown plans provide an attractive alternative with the potential for higher income and death benefits outweighing the limitations of an annuity. But money in a Drawdown plan is still invested, and there are no guarantees. That means […]

Coronavirus Business Interruption Loan Scheme

Our parent company, BBi Berns Brett, is a commercial insurance broker. They have created the attached document in order to aid their commercial clients during this difficult time. We have uploaded a copy to our website to assist any clients who may be interested. For further information, please contact your regulated financial provider, accountant, or […]

How BBi Financial Planning is responding to Covid (updated 27/03/2020)

Introduction If you need to call us please use 0330 133 2130 while we have limited office access. The Coronovirus outbreak currently affecting the UK means all firms will have to take precautions to help limit the spread of the virus. You can be reassured that the BBi Group already has in place a tested […]

Merry Christmas from BBiFP

We’ve had another wonderful year and we couldn’t do it without our clients and all the professional support we receive, so thank you. Now as Christmas is almost upon us, enjoy your food, festivities presents and families, and remember which of those is most important. See you in 2020! – The BBi FP Team