Monthly Archives: October 2016

//October

WHAT WOULD YOU SAY TO THE CHANCELLOR?

As Philip Hammond strives to balance the books ahead of next month's Autumn Statement, the financial services industry is keen to offer advice. Mail on Sunday columnist Jeff Prestridge highlights the plight of savers who, having been hit by seven and half years of low interest rates, are "now threatened by another ‘nasty' - the spectre of [...]

By | October 26th, 2016|Talking Points|0 Comments

INCREASING PENSION SAVINGS – A CUNNING PLAN?

How often do we say ‘when I have a bit more cash I’ll put it into my pension’? We all know that we need to save as much for retirement as possible but in reality when it comes to it we find something more pressing to spend the money on. In his speech to the CISI [...]

By | October 8th, 2016|Talking Points|0 Comments

R04 Exam Successes September 2016

BTS have just finished running a series of R04 workshops for one of its wealth management clients based in London. This intake consists of 14 students working their way through all six papers over the next six months. It was also the first sitting on the new tax year rules as CII exams change from [...]

By | October 6th, 2016|BTS News|0 Comments