What next for Auto-enrolment?
Seven million workers have said yes to Auto-enrolment, but what happens now? Automatic enrolment has reached a new landmark, but does success so far mean an easier path from 2017, or are there new challenges in store? When automatic enrolment (AE) into workplace pensions started in October 2012, there were some doubts about how successful […]
2016 was good year for sterling investors in the world markets. What about 2017?
At first sight, the results from the world’s main share markets in 2016 appear mixed, but that’s before currency effects are considered. World Index Changes in 2016 FTSE 100 +14.4% FTSE All-Share +12.5% Dow Jones Industrial +13.4% Standard & Poor’s 500 +9.5% Nikkei 225 +0.4% Euro Stoxx 50 (€) +0.7% Shanghai Composite -12.3% MSCI Emerging […]
2017 will be the last Spring Budget, so read this.
The Treasury has announced the date of the 2017 Budget. Shortly before Christmas the Treasury announced that the 2017 Spring Budget will be on Wednesday 8 March. In November 2016 Mr Hammond announced he would be moving the main budget announcements to the autumn, something that we have not seen since Ken Clarke was Chancellor […]
Moneyworks Winter 2016
Your new Moneyworks magazine is available. In this issue, Rough ride for annuities? Annuities used to be the most popular way to access your pension money, but times have changed. Don’t get caught out A person in the UK is scammed every 15 seconds. Don’t be the next one. Mind the gap A look at […]
Chartered Status – Not just a badge
The Chartered Insurance Institute yesterday awarded BBi Financial Planning the coveted status of Chartered Financial Planners. So now we get to update our logo, slap a gold badge on our paperwork and carry on business as usual, right? Well, yes and no. Yes, because in a very real sense nothing has changed. We are the […]
BBi FP awarded Chartered status
The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to BBi Financial Planning Ltd, one of London’s leading providers of financial advice. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of […]
Well Done Charlotte!
A big congratulations to Charlotte who has succesfully passed her apprenticeship in the shortest possible time of one year! Charlotte has also passed two exams since joining us in October 2015 and now officially holds the title Cert CII (FS). Charlotte has made a big and welcome contribution to the company since she joined and […]
Moneyworks Autumn 2016
Your new Moneyworks magazine is available. Click here to read or download your copy now. In this issue, What next for the UK? The British public has spoken, and we will be Brexiting fom Europe – but what does this mean for your finances? Look before you leap The 2015 pensions freedoms put the focus […]