Marlow House, Lloyds Avenue, London, EC3N 3AA Tel: 020 7614 1000

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What clients should expect from their financial adviser

‘May you live in interesting times’ is said to be an ancient Chinese curse (though its origins are far from clear) and it is certainly a phrase that applies to the Independent Financial Adviser (IFA) industry at the moment.  Next year the FSA’s Retail Distribution Review will come into force, …

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Helm Godfrey responds to Pensions Regulator comments

Steve Wood, Helm Godfrey Head of Projects, who is leading the company’s auto-enrolment proposition, comments on reports that Bill Galvin, chief executive of the Pensions Regulator, has said that DC pension schemes with less than 1,000 members may be unable to deliver fair outcomes for members.

“I find this an amazing …

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Investment inflows suffer if high rate tax relief removed?

Danny Alexander, Chief Secretary to the Treasury was quoted  in the Daily Telegraph on 10th February 2012 as saying that the removal of higher rate tax relief  on pension contributions would save the Exchequer more than £7billion.  

The most recent report from ONS on Pension Trends (Sept 2011), with combined sources …

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Pensions – New Employer Duties start from October this year

After much discussion, consultation, legislation, draft regulation, detailed guidance, further consultation and subsequent amendments, the new requirements for employers to make compulsory pension provision for employees are due to come into force later this year.  Although many details are still to be confirmed, the Government has now announced clarification of …

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Cancer in the Workplace Survey

700,000 people of working age in the UK are suffering from Cancer. Macmillan Cancer Support believe that this number is set to grow considerably. In addition, it is estimated that there are 1.1 million people in the UK caring for cancer sufferers, a proportion of whom are working part-time so …

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Helm Godfrey introduces HR consultancy services

Whilst concentrating on your clients and core business activities, it’s easy to neglect managing your employees. Our HR consultancy services will help you design and establish pragmatic processes to manage and optimise your employee investment.

The key areas where we can add value are:

Organisational Design

Designing employee strategies, structures and programmes that …

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Why personal & professional development matters

Financial advice and wealth management is a people business and in order for us to maintain and improve the high standards of service we deliver for our clients we must invest in our staff.  

That is why we at Helm Godfrey place a great of emphasis on the personal and professional …

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Stand and Deliver – Your Money or Your Life

Were you a parent of a teenager in the 1980s?  If so, you may well recall Adam Ant dressed as the dandy highwayman crying out: “Stand and deliver – your money or your life?” 

Some 30 or so years on, as you now approach retirement, ask yourself: your money or your …

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Don’t get run over by Financial Risk?

When you hear the term financial risk what do you think of? How could financial risk impact on your current or future lifestyle, your legacy, your career, your enjoyment of life, your family, your home, what you have or want to have or who you are or want to be?

Risk …

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