NEST PUBLISHES ITS SIP FOR 2014/15

PENSIONS – AUTOMATIC ENROLMENT/AUTOMATIC ENROLMENT Synopsis: NEST has issued an updated Statement of Investment Principles for the year to 1 April 2015. Date posted: Friday, August 15, 2014 NEST has issued an updated Statement of Investment Principles (SIP) for the year to 1 April 2015. The update has been based on evidence and NEST’s experiences from the […]

NEW PENSION TAX RULES AND MEANS TESTING

PENSION ADVICE STRATEGIES Synopsis: The increased retirement benefit flexibility, due to be introduced from April 2015, will mean that advisers need to have an understanding of the potential impact on means testing. Date posted: Friday, June 13, 2014 It is important to understand how uncrystallised pension rights impact on a member’s ability to claim certain […]

Life Cover by Opus Gold

Did you know that your business can pay the premiums for your life cover so you don’t have to. See our short video on how much tax this can save you; mortgage and family protection does not have to be taxing.

Customer Feedback

We wanted to share with you this recommendation we received on LinkedIn: “Simon has been a fantastic support to us. he has helped us with pensions and life assurance. so far all our investments have done amazingly well. the best advice we ever had from Simon was to take out key man insurance and when I […]

FTSE 100 CHANGES

Synopsis: FTSE International, the index setters of the FTSE 100 and other UK FTSE indices, have announced the latest revision of index constituents. Date posted: Friday, December 13, 2013 FTSE International has announced its latest quarterly recasting of the FTSE 100 and FTSE 250 indices, due to take effect from 23 December 2013. Those expelled […]

Autumn 2013 Opus Gold Newsletter

Our Autumn Newsletter is out now! Take a read by clicking on the image below. Headlines inlcude: The New Married Tax Break Replacement Rates Interest Rates, who do you believe? I’ll have 30% more, please Company year end planning A slightly less premium bond

Auto Enrolment Seminar Feedback from The FA

We have just recieved this lovely letter from Roger Reade of Sheffield and Hallamshire County Football Association expressing how pleased they were with our Auto Enrolment seminar. Take a read for yourself below. Think your company could benefit from an Auto Enrolment seminar? Get in touch and we’ll be happy to help.

Another Great Review of our Auto-Enrolment Seminar…

We’ve had some more great feedback of our auto-enrolment seminar… “Three of our Trustees at the Somerset Day Centre in Kemp Town (a charity which supports isolated older people in Brighton) attended the CVSF Workplace Pensions Reform event in June 2013, which we found extremely useful. Simon Hasler of Opus Gold Financial Consultants, who was […]

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