Monthly Archives: March 2015

  • Pensions Flexibility and insistent DB clients

    This was an interesting view from the Chief Executive of the Personal Finance Society;    http://www.moneymarketing.co.uk/2019563.article?cmpid=pmalert_986191&sid=MM00002 Essentially;  Firm – £500 for advising please…. pause…..don’t do it Client – I insist Firm... Read more.

  • Clients paying fees by instalments

    Up until now, if you wanted to let a client pay a fee by instalments, the maximum number of instalments you could let them have was four without it being... Read more.