- July 13, 2018
- Posted by: Matthew
- Category: Pension Information, Uncategorized
Charity Walk from Brecon to Cardiff in aid of The Wallich Centre for Homeless
Lindsay and Matthew have kindly volunteered to take part in a charity walk from Brecon to Cardiff to raise funds for the homeless charity The Wallich.
To donate, please click on the following link:
For more information on the charity please click on this link:
WE HAVE MOVED!!
We are pleased to announce that our Merthyr Tydfil office is now situated within the newly refurbished Crownford House (opposite the old police station in town).
What is the Pensions Dashboard??
You may have read / heard about something in the news called the Pensions dashboard. 💻 📺
In the 2016 budget, the Govt made a commitment that the Pensions Dashboard would be created, simply this is a personal site where you will be able to log on and see ALL of your pensions, from employment (no matter how long ago) and your state pension
The project has been delayed, with rumours of it being scrapped due to cost, but it’s due to launch sometime in 2019.
No more lost Pensions. ✅
Easier to plan for your retirement ✅
We think so.
Pensions Scams Update
There’s been a lot of press recently about Pension Scams.
Some tips from the Pensions Advisory Service….
1. DO NOT entertain cold calls / unsolicited texts about your pensions.
2. Take your time. A genuine adviser will not rush you into making a decision.
3. Always make sure any Financial Adviser you deal with is registered with the Financial Conduct by checking the FCA Register.
Covering the cost
Did you know that you can you potentially cover the cost of reviewing your pensions directly from your existing plan?? The majority of companies offer this, so please get in touch if you wish to discuss this further. Other than a mortgage, retiring is likely to be your biggest financial transaction. Don’t leave this to chance!!
Contact us on
📞 Llantrisant – 01443 711250
📞 Merthyr – 01685 727516
📞 Swansea – 01792 345875