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Final Salary Pensions: Values rise post-Brexit

The value of some final salary pensions have risen dramatically in the aftermath of the UK’s vote to leave the European Union. Following the Brexit vote on June 23, UK 10-year gilt yields fell to below one per cent for the first time ever, increasing the cost for so called “Defined Benefit” pension schemes to […]

Spotlight: Anne Merriman Foundation

For nearly 50 years, Dr Anne Merriman has been working to relieve the pain and suffering of those most in need. In 1992, she founded the charity Hospice Africa with the vision of ‘palliative care for all in need in Africa’. After a feasibility study in 4 countries, Uganda was chosen as the model as […]

Markets steady after Trump shock

Fears that the markets would tumble in the aftermath of Donald Trump’s victory in the US Presidential race have so far not materialised. Like Brexit earlier in the year, forecasts of economic doom and gloom have proven false. The BBC’s economics editor, Kamal Ahmed went as far as describing the initial hours after Trump sealed […]

Retirement planning software

We are committed to continually investing in our business to ensure the best possible service for our clients. To this end, we have recently implemented state-of-the-art software which further enhances the firm’s ability to provide clients with the most accurate data to inform their retirement planning. Alan Mellor said: “The investment in our new cash […]

Pensions: Why the Government should stop tinkering

By Alan Mellor, Managing Director and Chartered Financial Planner at Phillip Bates & Co Financial Services This week saw a report from the Office for Budget Responsibility warning that recent pension reforms will end up costing the taxpayer billions of pounds. The OBR said that new savings schemes and the removal of tax relief on […]

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