Ten Essential Standards For Pension Advice: The ongoing war against pension scammers continues with no sign that the end is near. The authorities stand idly by – facilitating mis-selling and outright fraud. HMRC happily registers pension scam after scam after scam (followed by tax demands). Prosecutions are few and far between. The only conclusive way to […]
Ten Essential Standards For Pension Advice Read More »
The problem with money is that it blows away if you don’t hold it down, tie it up or stuff it down your knickers. That’s why you need to put it somewhere safe: in a shoe box on top of the wardrobe; under your mattress; in the safe or – if you’re feeling really brave
NOVIA GLOBAL VS OLD MUTUAL INTERNATIONAL Read More »
This blog was writtern almost nine years ago by: Carl Melvin BA (Hons), MSc, CFP, FPFS, Chartered FCSI Certified & Chartered Financial Planner, Affiliate of the Society of Trust & Estate Practitioners, Chartered Wealth Manager. Somethings don’t change! A new model challenge to the offshore sharks The arrival of wraps allows fee-based financial planners in
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Nitwit or Dragonfly? Gambling or Investing? Are investment losses as a result of a bad adviser or a bad investment? Or both? The real question is: how does the consumer tell the difference? A favourite episode of Fawlty Towers involved Basil’s ill-fated bet on a racehorse called Dragonfly. Confusion sets in – fuelled by the
Nitwit or Dragonfly? Gambling or Investing? Read More »
Pension scammers have a “code”. Rather like pirates, they are not to be trusted. They pick their words carefully, revealing little; they are sneaky and lack any morals. They are good at disguises and if they fear they may be rumbled, they will disappear over the horizon, never to be seen again. They certainly won’t
Trolley’s Pension Scam Guide Read More »
International Adviser and the Old Mutual International/Quilter Scams. Today’s jolly: “Future Advisory Forum Europe 2018” at the Courthouse Hotel, Shoreditch, will see a number of players in the financial services industry discussing – presumably – financial services in 2018. I’ve looked at the agenda, however, and I can’t see anything about pension scams or investment scams
International Adviser and the Old Mutual International/Quilter Scams Read More »
International Investment interview with Angie Brooks, founder of Pension Life this week. This blog is written by Kim, Angie´s Assistant. Here´s the interview video which explains how Pension Life works to help victims of pension and investment scams. The interview also raises the question as to why pension and investment scams are so prolific –
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Oh dear, Holborn Assets has fallen at the first fence – even before I’ve started the race! You couldn’t make it up. And typical of scammers, Holborn Assets is very concerned about the interests of their company and their profits, but couldn’t care less about the victims it has ruined. This Leahy guy can’t even
Holborn Assets “Smere Campaign” Read More »
Guardian Wealth Management and the two-horse race with Holborn Assets This is the start of Guardian Wealth Management week – following the end of Holborn Assets week. Apart from bleats from Holborn Assets salesmen that I was compromising their chances of destroying more victims’ pensions, nobody has come forward and proposed realistic compensation offers for
Guardian Wealth Management and the two-horse race with Holborn Assets Read More »
Pension scammers are hidden all around us, often dressed in smart clothes, driving smart cars and carrying impressive leather folders. They offer what seems like smart investments, push through your pension fund transfer swiftly and seamlessly. However what you don´t see on the surface is their hidden parasitic ways. These scammers will drain the funds
Top 10 Deadliest Pension Scammers Read More »
SCAMS AND SCANDALS SYMPOSIUM – PART OF THE TRANSPARENCY TASK FORCE: WEDNESDAY 15TH NOVEMBER AT THE OFFICES OF IG GROUP, 12.30 TO 5PM Pension and investment scams and scandals are a blight on financial services and saving for retirement. The energetic and inspired campaign by Darren Cooke of Red Circle successfully raised awareness of the
SCAMS AND SCANDALS SYMPOSIUM – TRANSPARENCY TASK FORCE 15.11.17 Read More »
Regulators and scammers; cops and robbers; cowboys and indians. Each has their role: cowboys fire their six shooters and dodge the injuns’ arrows valiantly; cops drive their police cars at breakneck speed to corner the robbers in a dark alley; regulators waggle their flaccid willies and watch the scammers walk all over them. In the
REGULATORS AND SCAMMERS Read More »
