Resident IFA Blog

17
NOV

Disclosure (Cheap as chips Pt.2)

The case I mentioned in 'Cheap as chips!' two days ago has already been accepted.

Now, this in itself is not earth-shattering. The wonders of modern technology facilitate underwriting decisions instantaneously; providing the case is 'clean' i.e. the applicant has no health concerns/adverse history.

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Blog Calendar

15
NOV

Cheap as chips!

Life Insurance…money for old rope? Good value?

10
NOV

Life expectancy & Pensions

We are living longer.

18
OCT

How boring!

I am off to see a Client tomorrow morning, to review their Investments. They are certainly not awkward, but not particularly ‘engaged’ all the same.

13
OCT

FTSE350 High Yield

There has been a lot of conjecture recently around what better approaches to take during the recent market volatility.

11
OCT

Leaving it late

An Accountant referred a 74-year old to me in February. After a deal of procrastination, they are now keen to arrange their Pension income…with 3 weeks until they reach 75. Why is this crucial?

6
OCT

The FSA mellowing?

I have written before on the subject of the Financial Services Authority’s ‘Treating Customers Fairly’ (TCF) initiative.

27
SEP

A busy day...

Yesterday was jam-packed. You couldn’t take your eyes off it for a second!

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