“Our Summary of The Spring Budget”

Mar 4, 2021 | Budget

An independent (financial adviser’s) view

I play a little game every Budget Day. I count the number of ‘Our Budget Summary’ emails I receive (it used to be glossy brochures in the post) and yesterday’s was a record 52! As an ethical and sustainable type, I’m pleased at the tree-saving. But really, marketing departments of the UK, dare to be different. How many do you think I/we actually read? Answer, the first  couple to arrive. Who sent those? Haven’t a clue. So that didn’t work, either.

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“Record year for annuity sales driven by advisers”

“Record year for annuity sales driven by advisers”

I was asked this week whether annuities are now ‘a good investment’. They’ve been recommended very rarely in recent years, since ‘pension freedoms’ allowed pretty much unlimited drawdown on pension funds and anything left to be passed on to beneficiaries free of Inheritance Tax.