by Tony Catt | May 31, 2015 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Pension Freedom March 2015 This article was written in March 2015. In the budget of March 2015 the Government announced new freedom relating to how consumers could take their pension benefits. This announcement was made with very little...
by Tony Catt | Mar 2, 2015 | Catt's Eye View - Historic .PDF, Platform Research Reports
Platform Research Report March 2015 This report is produced as a due diligence resource for IFA firms to give them whole of market information. This report has been produced as a due diligence resource for my IFA firm clients to provide whole of market research...
by Tony Catt | Jan 27, 2015 | Catt's Eye View - Historic .PDF, Financial Services - Articles
What is an ISA? January 2015 ISAs serve as a kind of “wrapper” to protect savings from tax. Any individual who is an income tax payer and has some money to save or invest should know about Individual Savings Accounts (ISAs). Available since April...
by Tony Catt | Jan 27, 2015 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Collective Investments January 2015 OEICs, Unit Trusts and ETF’s OEICs and Unit Trusts are forms of collective investment, which allow individuals to participate in a large portfolio of quoted securities by pooling their money together with other...
by Tony Catt | Jan 2, 2015 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Due Diligence and research – FCA Thematic Reviews 2015 Janaury 2015 FCA Thematic Review on due diligence From the recent FCA Positive Compliance workshop, we were given guidance (warning?) that the FCA is going to be focussing on due diligence in 2015 and that may...
