Technical Club March 2019 – Brexit!
Technical Club March 2019 – Brexit! Our first technical club event of 2019 takes place on the 21st March. Brexit is almost here (or is it?). What are the risks? What are the opportunities? We are delighted to invite you to our Brexit Special – 1 ½ hours free CPD, key note speakers, free parking, […]
Pensions are for the self-employed too!
The Department for Work and Pensions (DWP) wants to increase pension savings among self-employed workers. Since it was launched seven years ago, pension automatic enrolment has been a great success with almost 10 million people joining a workplace pension arrangement to date. Take-up rates have been much higher than some pundits had forecast – the […]
New auto enrolment changes are on the horizon
Early in December 2018, the Department for Work and Pensions (DWP) published the thresholds that will apply to automatic enrolment pension contributions with effect from April 2019 (subject to final approval from the Secretary of State). The three key changes to be aware of are: The Earnings Threshold This is the trigger level of earnings […]
What our clients say about us
In this blog post https://bbifp.com/2018/12/28/ten-years-of-feedback/ , we discussed the data from a decade of client feedback forms. We are extremely pleased with the results of our ongoing surveys and will do our best to maintain these standards. What we were not able to do there was show all the wonderful comments we have received over […]
Ten years of feedback
We’ve just updated our process for collecting client feedback (read more about this here), and it was while updating this that we realised we have been asking clients to fill in our post-sale questionnaires for ten years. Our very first form was issued on 26th October 2009….and has not yet been returned. Plenty of others […]
We’ve updated our client feedback form
Feedback from our clients is a valuable and important part of our relationship. Clearly we only ever want to hear good things, but the bad is important too. We’re not perfect, although we try to be. For ten years we have been sending these forms in the post with policy documents and over the last […]
One of our advisers has joined the PFS London committee
Some more good news to round off a brilliant 2018. Our newest adviser, Charlotte Curd, has been welcomed into the Personal Finance Society as the Young Member Secretary for London. Charlotte was voted on to the committee on 14th December 2018. The Personal Finance Society exists to ‘lead the financial advice community towards higher levels […]
Our Core Values
BBi Financial Planning is committed to professionalism. To us, this means we want to do the best things by our clients. We have demonstrated this over the years by our fierce commitment to independence (because our only concern is our client) and to our status as a Chartered firm (which was one of our first […]
Inheritance tax reporting changes are coming
The Office of Tax Simplification (OTS) has published the first part of its inheritance tax (IHT) simplification review. If you are concerned about inheritance tax and how it might affect you, give us a call on 020 8559 2111. This new report highlights a variety of issues with the current IHT system: IHT returns are […]