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Jennifer Usher
@BayTreeJen
Plain english speaking, bubbly Financial Adviser who loves to help people reach their financial goals & dreams. And I'm fanatical about my trio of dog and cats.
Cornbury Park, Oxfordshire
Joined December 2010
268
Following
381
Followers
1.6K
Posts
Jennifer Usher
@BayTreeJen
almost 10 years ago
Continued from my last tweet...Also only 37% of all advisers are aged under 45. Well it won't be too long until I help that number reduce :)
Jennifer Usher
@BayTreeJen
almost 10 years ago
Money Marketing's freedom of information request from the FCA reveals only 1 in 10 advisers are women....I'm pleased to make up the numbers!
Jennifer Usher
@BayTreeJen
almost 12 years ago
I'm liking the pensions passport idea. Never losing track of a pension again.
Jennifer Usher
@BayTreeJen
almost 12 years ago
The pensions regulator is warning pension scams are on the rise, worrying when full access to funds are available next year
Who to follow
Allan Jenkins
@isissecurity
Passionate about the jobs that I do.
Nick Lincoln
@NickLincoln
She/Her/God. VERY occasional essay here: https://t.co/DkTTToBjnq Saving families from the financial wilderness. Host of the award-winning @adviserpodcast.
Browns Accounts
@BrownsAccounts
Chartered Accountant, Chartered Tax Adviser, Trust & Estate Practitioner
Jennifer Usher
@BayTreeJen
almost 12 years ago
Seems state pension deferral rates are on the slide down - will deferring still be good value?
Jennifer Usher
@BayTreeJen
almost 12 years ago
So the new rules on pension pots have been confirmed. Only guidance to be given over the phone or online - best get personal advice I say!
Jennifer Usher
@BayTreeJen
almost 12 years ago
So the pension reforms are really taking place. Planning and advice are key to limiting your tax and taking the most out of your pots
Jennifer Usher
@BayTreeJen
almost 12 years ago
First day back from holidays today - have to say the temperature is not so different here - nice surprise
Jennifer Usher
@BayTreeJen
almost 12 years ago
Are you topping up your ISA today? New £15k limit today :)
Jennifer Usher
@BayTreeJen
almost 12 years ago
Busy week this week with people making the most of the new ISA (NISA) allowance, starting tomorrow..,
Jennifer Usher
@BayTreeJen
almost 12 years ago
Percentages seem to be an issue for The White Company - their up to 40% off sale has the first two items 50% off!!
Jennifer Usher
@BayTreeJen
almost 12 years ago
FT adviser reporting few will drain all their cash from their pension, under the new rules in 2015. I feel the same, people need income
Jennifer Usher
@BayTreeJen
almost 12 years ago
FT reporting concerns over full access to pensions. And to think of annuities as Insurance NOT investment. I have to agree
Jennifer Usher
@BayTreeJen
almost 12 years ago
Helping people yesterday dealing with stress over their finances. People with too much and too little have similar stress levels
Jennifer Usher
@BayTreeJen
almost 12 years ago
FT adviser still reporting the free "guidance" issues from the budget announcement. 50% say they are not ready to give it. Get ADVICE I say!
Jennifer Usher
@BayTreeJen
almost 12 years ago
Another family relieved this week that they had arranged Power of Attorney's. So crucial to managing finances when mental capacity is lost
Jennifer Usher
@BayTreeJen
almost 12 years ago
Inheritance Tax is going to impact 1/3 more families in the coming years. Are you making plans to pass more to your family than HMRC?
Jennifer Usher
@BayTreeJen
almost 12 years ago
Reports saying free guidance on pensions at retirement may now be delivered in groups!! Personal ADVICE is always best.
Jennifer Usher
@BayTreeJen
about 12 years ago
Someone from the FT was impressed with my knowledge and advice yesterday. Feeling a little smug today :)
Jennifer Usher
@BayTreeJen
about 12 years ago
One very busy day ahead of me today, but looking forward to it and it's all about moving people to clean funds.
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