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Citizen Advice looking to extend generic advice project

National charity Citizens Advice is looking to harness the support of the IFA community to provide free generic financial advice to people on low and middle incomes.

The charity is hoping to build on the success of a pilot scheme undertaken last year, which used volunteer advisers from the Personal Finance Society. More than three quarters, or 77 per cent, of the 244 people seen under the scheme rated the service very good and 79 per cent went on to act on the advice they had been given.

The pilot scheme, which ran for eight months from January 2005, was managed by a steering group including representatives of Citizens Advice, the Treasury, the Department of Work and Pensions, and the FSA.


Simply ridiculous

With less than three months to go until April 6, advisers still cannot give confident advice on pension planning

NS&I predicts 2006 savings increase

Saving levels are set to increase this year with 37 per cent intending to save more compared to 19 per cent saving less, according to National Savings & Investments.NS&I says savings intentions are strongest among the young, with 70 per cent of 16 to 24 year olds planning an increase in saving compared to 13 […]

ABI urges Cameron to rethink PMI tax relief

The Association of British Insurers is calling on Tory leader David Cameron to recognise the value of tax incentives in private medical insurance after he described the approach as “flawed”. In his first speech on the NHS, Cameron firmly ruled out the patient passport policy of subsidising private care and ex-Prime Minister Margaret Thatcher’s idea […]

Dawson to step down at Mortgage Express

Mortgage Express has announced that Tim Dawson will retire as managing director later this year. Dawson will stand down from the Bradford & Bingley-owned firm on March 31 but he will not be replaced.Instead, the current management team will report to B&Bs board lending director Chris Gillespie. Dawson says: Over the last 16 years I […]

Inheritance tax when it is relevant

Neil Jones is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. A trust can offer significant advantages when an individual is […]


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