The Pelican Briefing

McCloud Remedy : 25 pages of Guidance, 24 points noting information needed – simple?

October 11, 2024

Blog

October 6th 2024 was the date by which public sector pension schemes, such as the Teachers’ Pension and the NHS,…

Will 2024 be a Budget for Pensions?

September 27, 2024

Blog

With the Autumn Budget due, there are (as always) a lot of rumours flying around about what might or might…

Only in Pensions could one get misty eyed over 2006

September 20, 2024

Blog

In 2006 we had what was laughably referred to as Pension Simplification. It did anything but simplify pensions, and since…

3 things to remember about Inheritance Tax

September 13, 2024

Blog

Having mentioned Inheritance Tax in last week’s article, I thought that this might be a good point to revisit some…

Are Cashflow systems the new “Protection Umbrella”?

September 6, 2024

Blog

Back in the ‘80s, in the days of large direct salesforces from the likes of Prudential, Equitable and the MI…

What makes a good financial planner?

August 30, 2024

Blog

My previous article (blog; thought piece; incoherent ramblings) looked at the value of a financial planner, drawing primarily on Vanguard’s…

What is the point of a financial planner?

August 23, 2024

Blog

A question that no doubt everyone that uses a financial planner has asked themselves at some point; a question that…

Was Monday 5th the day it all went wrong?

August 20, 2024

Blog

Having dropped back a bit at the end of the previous week, stockmarkets on Monday 5th August dropped sharply, with…

What does a Labour Government mean for Investment Returns?

July 27, 2024

Blog

To be honest I’m surprised that I’ve not had more of these sort of mailings over the last few months…

Testing. Testing. 1-2-3 or maybe not?

July 16, 2024

Blog

Now that the General Election dust has settled, the new Government has jumped into action and is rapidly making changes. …

So why Pelican (and other questions)?

July 8, 2024

Blog

About three weeks in to the new venture and I’ve taken a lot of calls from people interested to know…

McCloud Remedy : 25 pages of Guidance, 24 points noting information needed – simple?

Will 2024 be a Budget for Pensions?

Only in Pensions could one get misty eyed over 2006

3 things to remember about Inheritance Tax

Are Cashflow systems the new “Protection Umbrella”?

What makes a good financial planner?

What is the point of a financial planner?

Was Monday 5th the day it all went wrong?

What does a Labour Government mean for Investment Returns?

Testing. Testing. 1-2-3 or maybe not?

So why Pelican (and other questions)?

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