Financial Planning

Under new rules that began to be phased in from October 2012, employers are required to automatically enrol all eligible members of staff into a workplace pension scheme and pay a minimum contribution into the arrangement for the employee’s benefit. This has been described as the most radical change to employee benefits since the introduction of the National Minimum Wage.

We have invested considerable resources into the Auto Enrolment process.  As a starting point we urge employers to read this brief guide to understand the employer obligations and the work involved.

Based on the experiences of companies who have staged, employers should begin the Auto Enrolment process at least 12 months prior to their staging date.

For further information on when your staging date is, or for a free initial consultation, please do not hesitate to contact one of our consultants on 020 7472 5555, or here.

We are delighted to announce that NLP Financial Management was named the New Model Adviser of the Year 2014 for Greater London at an awards ceremony in London.   This success follows on from being shortlisted for the award in 2011 and 2012.

Upon collecting the award, Adam Katten noted that our care and attention to both staff and clients was crucial to our success.

‘We care a lot about our staff, which is very important. We helped with training to get some staff up to chartered status, and we put clients first; it’s always been the mantra. I think a combination of care for staff and clients naturally leads to growth in business.’

We would like to thank all of our clients and business partners for their on-going support and look forward to enjoying further success in the future.

Following on from our success last year, we are delighted once again to have been selected in the ‘New Model Adviser Top 100’.

The New Model Adviser publication has travelled the country and compiled a selection of Advisers whom they believe represent the best of the New Model Adviser community.

“Our Top 100 represents not just the very best in the profession, but those at the vanguard of innovation using new model principles” – Natalie Fast, New Model Adviser audience development manager.

The 2012 Autumn Statement contained several points that require attention.

The continuation of HMRC clampdown on tax avoidance further restricts the planning avenues available.  Pension tax relief and benefits have once again been targeted, although there are still opportunities to maximise contributions and protect current pension benefits prior to April 2014.

For full details of the 2012 Autumn Statement, please follow this link to the HMRC website.

Please note that we are not responsible for the content of external websites.

NLP Financial Management feature in the November issue of the “IFA magazine”.

Click here to view the article online.

For more information on our services, please contact one of our consultants.

Please note we are not responsible for the content of external sites.

We are delighted to announce that after 9 successful years at Regina House, we have moved 150 meters down the Finchley Road to bright, newly refurbished, larger offices.

From a small two person business in 2003, we have grown to a company with over 20 employees and over 250 clients.  In order to accommodate our growing business we required more office space and we hope to expand the business further from our new Charles House base.  We look forward to welcoming you to our new home:

Full contact details can be found here.

After travelling the country, the New Model Adviser publication have compiled a selection of Advisers whom they believe represent the best of the New Model Adviser community.  We are delighted to have been selected in the ‘New Model Adviser Top 100’ and believe this reflects our philosophy of swift, fair and professional financial advice.

“Our Top 100 represents not just the very best in the profession, but those at the vanguard of innovation using new model principles” – Natalie Fast, New Model Adviser audience development manager.

NLP Financial Management feature in the “New Model Adviser” magazine.

Click here to view the article online.

For more information on our services, please contact one of our consultants.

Please note we are not responsible for the content of external sites.