News & Blog

In this section:

  • 30 May 2019

    Pension Transfer Gold Standard

    By FMB

    In the wake of the pension transfer scandal at Tata Steel, where some FCA regulated advisers gave poor advice to steelworkers, the damage to the profession has been frustrating for firms like FMB who abide by an ethical code which puts clients first. The Personal Finance Society (the financial advice arm of the Chartered Insurance Institute) has been working with its

  • 28 May 2019

    When Can I Afford to Retire?

    By FMB

    The date we retire has become very significant for a number of reasons. We are all living longer, so our finances need to provide for us for longer too. At some point we will pick that date where we'll leave full-time employment and be reliant on our pensions and other investments to support us and help us enjoy our chosen lifestyle in retirement. Not many people can find

  • 17 May 2019

    Mental Health and your Money

    By FMB

    I'm taking a moment to put pen to paper about some thoughts I've had after the recent Mental Health Awareness Week.

    My first thought is that although a week seems like a derisory amount of time to afford such an important and diverse topic, I do believe initiatives like this do help us refocus and refresh our priorities, so here I am jumping on the bandwagon so to speak!

  • 17 May 2019

    May Market Update

    By FMB

    In our latest monthly investment update for May 2019, we look at how the investment markets, the global economy and commodity prices are performing.

    The FTSE 100 index of leading UK company shares finished closed at the end of April at 7,418.22 points, experiencing yet another positive month, rising 139.03 points or 1.91% during the month.

    European markets experienced a

  • We often hear about the so-called sandwich generation and the financial pressures they face.

    Sandwich generation refers to a group of people trapped between financially dependent adult children and demands from their elderly parents.

    It can place a great deal of time and financial pressure on individuals and couples, who might otherwise be in the prime financial position

    © FMB 2017 - 2024. All rights reserved.
    Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
    Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit