One of the youngest chartered financial planners in the UK

The RU Group Chartered financial planner Ben Slater

Ben Slater, a former apprentice with The RU Group becomes one of the youngest chartered financial planners in the UK. Previously ‘High Achiever of the Year’ Ben received Chartered status in record time. Recently, we received the excellent news that our former apprentice turned IFA, Ben Slater, had successfully passed all his exams and achieved …

One of the youngest chartered financial planners in the UK Read More »

Pension annual allowance penalties

The RU Group pension annual allowance

A Freedom of Information (FoI) request has revealed a gap in HMRC’s knowledge about how many people have been hit with penalties around the pension annual allowance. The pension annual allowance, which effectively sets the tax-efficient ceiling on annual pension contributions, used to be a subject of little interest, even among pension professionals. When it …

Pension annual allowance penalties Read More »

What is planned for inheritance tax simplification?

The RU Group Inheritance tax

In July the Office of Tax Simplification (OTS) published its long-awaited second report on inheritance tax simplification. It contained a range of useful proposals.  The report, which focused on simplifying the structure of inheritance tax, contained some surprises, not only in the recommendations it makes, but also in those areas it has left untouched. Gifts The …

What is planned for inheritance tax simplification? Read More »

What is a Pension Dashboard?

Pension The RU Group

The concept of a pension dashboard was mentioned in the Queen’s speech in parliament yesterday. It’s a new innovation in the pensions and advice market by the Department for Work and Pensions, which needs a bit of further explanation. Company pension schemes The way we now work means that changing jobs is far more common …

What is a Pension Dashboard? Read More »

Lincoln’s ‘Best Finance Student’ joins The RU Group

graduation - student finance

We are delighted to welcome the University of Lincoln’s ‘Best Finance Student’ to our team. Over the summer, we were delighted to welcome Emma Raine to our Nottingham HQ as a full-time Client Servicing Administrator. Emma graduated in September from the International Business School at the University of Lincoln with a First Class Honours Degree …

Lincoln’s ‘Best Finance Student’ joins The RU Group Read More »

A poem for our Financial Planning Manager

thank you poem for our financial planning manager

A media opportunity sees our Financial Planning Manager Nick Onslow help a former Royal Mail employee access his pension. Earlier this year, our Financial Planning Manager Nick Onslow was featured in national newspaper iNews.co.uk. He was contacted by personal finance journalist Elizabeth Anderson to provide advice on a case regarding a former Royal Mail employee …

A poem for our Financial Planning Manager Read More »

Loading...