Wow, what a week!
The tax year is effectively over, with the 5th of April falling on Easter Sunday and our office now closed until Tuesday 7th April, when we welcome the start of 2015/16.
Earlier this week we played a trick our on website visitors for April Fools’ Day, launching an autonomous robo-adviser with artificial intelligence (not really).
Nick was a guest on BBC Radio 4 Money Box Live on Wednesday afternoon, answering listener questions about pension freedom, and last night we attended a performance of the Derek Paravicini Quartet at the Cranleigh Arts Centre, in aid of The Jigsaw Trust and World Autism Awareness Day.
Whatever you get up to over the long Easter weekend, we hope you have a great time.
Blogs
Client stories: Dee Searle standing for parliament
Nick interviewed his client Dee Searle, who is hoping to become the first Green Party MP in Tottenham at the General Election next month. We plan to conduct more of these ‘client stories’ interviews in the future, sharing interesting tales from our interesting clients.
Is your pension data safe?On the eve of pension freedom day, the Daily Mail published the results of an investigation which found confidential financial data about pensions has been acquired by scammers. Find out how to keep your pension pot safe here.
Informed Choice aims to fill advice gap with innovative Robo-Adviser solution
Not really, but we had a lot of fun making and sharing this short film for April Fools’ Day.
Investment update – April 2015
With the start of the second quarter, we share our investment update for April 2015. Read this to learn everything you need to know right now about investment markets, economies and interest rates.
Money Box Live on Pension Freedom
Nick was a guest expert on BBC Radio 4 Money Box Live earlier this week, along with Michelle Cracknell from The Pensions Advisory Service and Tom McPhail from Hargreaves Lansdowne. Here is our summary of the listener questions and the answers the guest experts provided.
Podcast
Episode 17 – Carl Richards & Dee Searle
This week on episode 17 of the Informed Choice Podcast, Martin spoke to Carl Richards, a Certified Financial Planner and financial sketch artist. Martin chatted with Carl about how he got started in Financial Planning and about his new book, The One-Page Financial Plan.
Articles
Make the most of your new lump sum
Martin comments for The Times in an article about options for your pension lump sum once the new pension freedom rules are introduced on 6th April.
Once upon a time there was an ISA
Martin features in The Sunday Times in this article about teaching children the language of money.
Aegon to remove misleading Retiready promotional video
A quote from Nick in this Money Marketing article about a promotional video from a pension provider which contained misleading information in the build-up to the new pension freedom rules.
