News from Bevan & Buckland Wealth Management

November / December Newsletter

Welcome to our final issue for 2016. This year has once again rapidly flown past – which is something we say around this period each and every year, pinpointing time as the most valuable commodity when it comes to implementing any financial planning strategy.

To read the newsletter, click on this link.

2015 Budget Summary

Is Britain walking tall again? The chancellor claims it is. This was one of many announcements made as he embarked upon his sixth budget speech. Growth is now forecast to rise to 2.5 per cent this year and 2.3 per cent in 2016, he said. As such, borrowing estimates were lowered. Here at WPS […]

March 26th, 2015|Pensions, Planning|0 Comments|

Where do the wealthiest 1% live?

From BBC News
As the business and political elite met at the World Economic Forum in Davos this week, there was much talk of rising inequality, and many references to the “wealthiest 1%”. The phrase conjures up images of billionaires living on private islands – but is that who the 1% really are?
A report by […]

Surge in employer fines for auto-enrol non-compliance

From Money Marketing

The Pensions Regulator issued 166 penalty notices to firms breaking auto-enrolment regulations in the final quarter of 2014, an increase from just three fines in the previous quarter. TPR’s latest quarterly update on its investigations into auto-enrolment reveals it served 166 firms with £400 fixed penalties for failing to comply with an […]

January 28th, 2015|News, Pensions, Planning|0 Comments|

WPS FINANCIAL GROUP WELCOMES NEW PENSION CHANGES

The WPS Financial Group, one of Wales’ biggest financial advisory groups, has welcomed new changes to pension rules, which make it easier and more tax-efficient to transfer pensions after death.
The changes, announced by Chancellor George Osborn this week, are partly designed to make pensions even more attractive to savers on the basis they can […]

October 21st, 2014|Family, News, Pensions, Saving|0 Comments|
  • Permalink

    The New Pension Flexibility From April 2015: The Detail Explained.

The New Pension Flexibility From April 2015: The Detail Explained.

Last month HMRC published the ‘Draft Guidance’ on the pension flexibility that is being introduced from the 6th of April 2015. It runs no fewer than 38 pages, confirming that once again (sadly) there is no such thing as simplicity in pensions.

The full guidance can be found at: https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/344685/Annex_D_Flexibility_15_Guidance.pdf

Defined Contribution Schemes only
As a reminder, […]

Get your Lamborghini

When the UK government relaxed the rules around withdrawing funds from pensions, opponents of the changes claimed pensioners would blow their retirement pots on luxury goods. One politician coined the ‘right to buy a Lamborghini’ phrase in relation to this concern.

The concern relates to the introduction of flexible drawdown or uncapped drawdown – the […]

September 11th, 2014|Pensions, Planning|0 Comments|

WPS and Ospreys team up again

A LEADING WELSH PENSIONS AND INVESTMENT SPECIALIST HAS REAFFIRMED ITS COMMITMENT TO THE OSPREYS, AGREEING A NEW COMMERCIAL DEAL THAT WILL SEE ITS LOGO FEATURE ON THE PLAYING STRIP FOR 2014/15.
The logo of WPS Financial Group, which employs 26 people across offices in Swansea and Cardiff and looks after 2,400 clients with over £247 […]

4 reasons to buy life assurance

The death of a loved one can mean extreme upset and turmoil to family life. Should this unfortunate event happen, life assurance can remove any immediate financial worries for your family.

Life assurance is designed to provide for your financial dependents in the event of your death. There are many reasons that life assurance may […]

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    Bevan & Buckland Wealth Management sponsors young soccer prospect

Bevan & Buckland Wealth Management sponsors young soccer prospect

A local young footballer has thanked a local firm of independent financial advisers for helping him achieve his dream – of representing Wales.
Bevan & Buckland Wealth Management, a specialist practice of Independent Financial Advisers with branches in Mumbles and Swansea, has sponsored Jesse Howes, a 16-year old student and promising footballer from Gowerton Comprehensive […]

June 4th, 2014|News, Uncategorized|Comments Off on Bevan & Buckland Wealth Management sponsors young soccer prospect|