A study for wealth manager St James’s Place has revealed major regional differences in pension sharing on divorce, some of which could negatively affect women. An SJP study found that in Northern Ireland pensions are shared in only one in 14 divorces compared to one in eight in England &Wales figures. SJP found that since […]
Archives for January 2023
Can Time Blocking Make Advisors Happier And More Efficient?
One of the most important aspects of emotional wellbeing is having a feeling of control over one’s time. Indeed, financial advisors often describe one of the benefits of financial planning as helping people take control of their time by giving them the financial freedom to do what they enjoy. And likewise, for advisors themselves, one […]
Top index funds over the past 10 years
With retirement laws changing quickly, what might be in a ‘SECURE 3.0’?
Merrill plans steady hiring for HNW, UHNW advisors
Weekend Reading For Financial Planners (Jan 14-15)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Federal Trade Commission has proposed a nationwide ban on noncompete clauses in employee contracts, aiming to give employees more freedom to change jobs within the same industry. In the advisor world, where noncompete agreements […]
Editor’s Comment: Pensioners facing tax pain
Sometimes it’s the lesser stories of the week which make you think the most. Our story this week about the number of older people submitting tax returns made me pause for thought. It’s been a common misconception now for many years that due to an ageing population younger people will pick up far more […]
Experts urge caution over surprise 0.1% GDP rise
Latest government figures out today which show a rise in GDP of 0.1% should be treated with caution, investment experts say. The rise means that the UK may avoid a technical recession – two quarters of negative growth – at least for the time being. Industry experts say that while the unexpected UK growth in […]
16% of over-65s submitting tax returns
Latest data from HMRC has revealed that many more pensioners are filing tax returns than younger taxpayers. Those aged 65 and over accounted for 16% of all individuals who submitted a tax return in 2020/2021 compared to just 2.7% of 16 to 24 year olds. More than 1.8m people aged 65 and over submitted a tax […]
