News & Blog

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  • 23 July 2018

    Hitting the Pension's Target

    By FMB

    A consultation paper has been published by the Pensions and Lifetime Savings Association after a year of research.

    During the course of their research they discovered that 51% of respondents “believe that the Government’s minimum automatic enrolment contribution rate is the recommended amount to save for retirement.” Only 20% of respondents felt they were saving enough

  • Over the years my husband and I have had occasion to claim on Private Medical Insurance (PMI). Depending on our employment at the time and whether it was included in our benefits package we were able to have treatment that we might have had to wait a long time for under the NHS. In one case the keyhole surgery for a procedure wasn’t even available on the NHS which meant

  • We have a work experience student from Queen Elizabeth School, Kirkby Lonsdale this week. We asked him what he thought the benefits of coming on work experience are!

    I've found my time at FMB to be really helpful, it's a good example of an office work environment. So my top 7 benefits are:-

    • Being out of your comfort zone and in an unfamiliar environment is a challenge
  • We call ourselves financial planners because we take an holistic approach to your money and life decisions but at the end of the day whatever you call it; wealth management, financial advice etc. does any of it make any difference to your financial outcomes?

    The Financial Conduct Authority has recently published a consultation paper to see how consumers have reacted since

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