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Budget 2014

‘A Revolution for Pensions’ – the 2014 Budget

“no-one will have to buy an annuity“ The Chancellor radically changed pensions on the 19th March 2014.  There will be more freedom for those saving for retirement.  The result sent the shares of annuity companies plummeting. His word were ‘no-one will have to buy an annuity’ – this is possibly the biggest change to pensions in […]

Financial Solutions Wales – Awarded Chartered Financial Planners status

This week, we are pleased to announce that we have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of […]

2013 Budget Overview

Keep taking the medicine The 2013 Annual Budget Statement painted a somewhat bleak economic picture, alleviated by a few crowd-pleasing bright spots. Chancellor of the Exchequer George Osborne cut the predicted level of growth in the UK during 2013 from 1.2% to 0.6%. The UK’s borrowing is expected to increase to £114bn in 2013, then […]

FSW director awarded PFS Fellowship

Jeremy Phelps, director for Financial Solutions Wales, has been granted fellowship to the Personal Finance Society, reflecting an array of qualifications he has accumulated across the Financial Services industry over the years. Fellowship to the Personal Finance Society, the professional body for the financial planning profession in the UK, is regarded as the highest level […]

Overseas SIPP holiday homes

Here is an email we received last week from the FSA, which backs up a blog we posted last year on unregulated investment through SIPPs. It’s rather long, but if you’ve been approached by someone about investing in some ‘exotic’ overseas investment, take heed, reading this may save you a fortune, and more importantly, save […]