One of our advisers overheard a telephone call recently where a longstanding client said “Oh, you do life assurance too?” It came as a bit of a surprise to us that they didn’t know, so we thought it would be a good time to remind you of all the things Ovation is able to do.
Here at Ovation we try to help our clients achieve financial wellbeing. Debbie Kleiner Gaines from PES Consulting is very interested in the concept of wellbeing, especially in the workplace. We asked her to give us a few thoughts that business owners and managers might find interesting.
And it certainly seems to be turning out that way. To remind you, in the March Budget George Osborne proposed a number of significant changes to pension rules. Most of these were to come into effect from April 2015. We sent you a summary at that time (link to The Budget – Our Thoughts For Ovation Clients blog).