In a guest blog for Be Richmond, Tim Philpott from our Employee Benefits department, explains 5 common pension mistakes that could harm your retirement and the useful tips that will help you take control of your financial future. To see the full article on the Be Richmond website Click Here. For more information on...
Yesterday saw the second Budget this year and the second delivered by Rishi Sunak as Chancellor. He declared that the UK is entering a “new age of optimism” giving the Chancellor extra fiscal firepower as a result of a brighter economic outlook. In his speech he set out the plans to “build back better”...
We’ve seen a few headlines about various aspects of pensions recently and so have put together a quick round up. State Pension ‘Triple Lock’ suspended The State Pension normally enjoys the protection of the ‘Triple Lock’ which means that each year it rises in line with the greater of either: Inflation (Consumer Price Index)...
PK Group are proud to be the main sponsor of Be Richmond Get on Board 2021, a unique paddle board and river clean up event on Thursday 9th September that takes place on the Thames. As in previous years, the course runs from Kew Bridge to River Lane in Richmond. The Thames The main aim...
Partnership with Anorak Technologies We are proud to announce our partnership with Anorak Technologies. The partnership sees Anorak’s advice platform embedded into PK Group’s recently launched PK Engage app which provides employees with interactive access to their employee benefits. PK Employee Benefits app, PK Engage, enhances employees’ understanding of their benefits and the true...
We are thrilled to announce a partnership with GrowthInvest to provide access to our IHT Portfolio product, which offers advisers and their clients combined exposure to Alternative Investment Market (AIM) & Asset Backed (AB) investments, incorporating a range of different Portfolio Managers with different investment strategies. The partnership with GrowthInvest means that all this...
We are delighted to announce we have been shortlisted in the MoneyAge Awards for Small to Medium Wealth Management Firm of the Year 2021! We are very proud of our hardworking team for being recognised for these awards, especially with the difficulties that have been presented through the global pandemic. COVID 19 Response The COVID 19...
In this final part of a mini-series looking at retirement coaching, working in conjunction with The Lang Cat and Ascentric, Martin Crawley-Boevey and Michael Usher explain the intrinsic links between coaching techniques and their planning and investment processes. Martin Crawley-Boevey, Head of Financial Planning. Coaching and the advice process We have a six stage...
David Truscott and Miranda Penny, Directors at PK Group, hosted a webinar on the Budget, unveiling a broad array of tax reliefs and rises, self-employed support and other issues that may well impact PK Group’s clients. The full PK Group Budget webinar is now available here. PK Group works with businesses and individuals to...
PK Group have prepared a Budget summary which provides an overview of the key announcements arising from the Chancellor’s speech. Director David Truscott – Head of Accounting and Assurance, and Miranda Penny – Tax Director, delivered a breakdown of the report virtually over Teams. The Chancellor Rishi Sunak presented his second Budget on Wednesday...