'Tis the season to be jolly - but also prepare for next year. Given the huge shake-up in pensions and the general state of the economy, we expect 2015 to be a very busy one - in fact we're calling it the Year of Financial Advice. So whether you're relaxing at home or out celebrating the year's achievements, remember that the year's work isn't over - it's only just beginning. There are big things to come.
January is the month shoppers love to stampede. But having had the holidays to reflect on their circumstances, people also flock to professional advisers. We're expecting our usual January advice rush, and it may be busier than ever. So don't miss out. Now is the best time to update your profile and get ahead of the advice rush. Our recent updates make it even easier for potential clients to contact you and see your special offers. Speaking of which…
Ring in the New Year with your special offers. Just in time for the advice rush, we have created four special offers to help you attract those individuals who might be seeking advice for the first time. If you already have our enhanced advertising package, you can log in to choose your offers. if you have a Basic subscription, today is the perfect day to upgrade.
Fund managers watch their stocks by night… but there's more to investment success than that. Anna O'Donoghue, head of research at Architas, explains why you shouldn't desert a fund just because the manager has. Take a look at her analysis here.
We asked consumers, 'Have you ever thought about seeking professional advice from an accountant?' 48 per cent admitted to never thinking about it, but a significant 44 per cent revealed that they had. And with tax season just around the corner, we think these figures might rise.
Our recent research has confirmed it: we in the UK would love to travel more when we retire. Nearly 60 per cent of over 55s cited 'Go on holiday' as their retirement dream… Meanwhile 18-34 year olds were more altruistic, saying they would 'Help children/grandchildren get on property ladder'! Read the full list of retirement goals here.
Category: Uncategorized
