COVID

working from home
our team is predominantly working from home
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our offices
Subject to a risk assessment we're able to welcome clients, by appointment, to Ransom Hall. Our Administration Centre, Scottish & Welsh office remain closed to visitors
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new and existing clients
we continue to offer client meetings by video-conference [Skype, Zoom and Google Meet], by telephone and by telephone conference call
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service standards
the whole team is working very hard to deliver the best possible service ~ our digital office structure has proven very resilient
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financial product providers
we continue to find that many financial product providers have only minimal staffing in their office ~ service standard delays are very common
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COVID

COVID update

On Thursday, the UK government approved the first stage of lockdown easing. “Step one” of the government’s lockdown easing schedule will formally begin on Monday

COVID

COVID UPDATE

Whilst our outlook for the latter part of 2021 remains very positive, like many readers of this COVID UPDATE we do have a sense of

COVID

The WHO playbook

Many of you let us know how you appreciated us giving some webspace to support the World Health Organisation’s “Mr Bean” public health messaging of

COVID

National Lockdown #2

This evening the Prime Minister has announced a national lockdown commencing on Thursday 5th November. At the time of writing our situation is: Head Office

COVID

COVID status update

We have undertaken another COVID Secure review. As part of our COVID Secure review we have noted that service levels from product & investment providers

COVID

COVID Update

As lockdown restrictions become more relaxed across the three nations we continue to review our COVID Secure status. We know several of our clients and

COVID

2nd wave fears

We started 2020 predicting a ‘choppy year’ for investors as we left the EU and entered the transitional period; whilst Russia and Saudi Arabia fought

COVID

Leicester Lockdown

As Leicester and Leicestershire go into our first large-scale local lockdown, we thought we’d shout “hi” to all our clients and a key member of

COVID

WHO Mr Bean

We wouldn’t usually host material from other organisations on our website, but the World Health Organisation is just “another organisation.” Whilst the following messaging is

COVID

COVID update: “COVID Secure”

In accordance with government guidance (https://www.gov.uk/guidance/working-safely-during-coronavirus-covid-19) we have revised and updated our “COVID Secure” policies. For now, we are continuing our policy of NOT receiving

Armed Forces

COVID update – VE DAY

VE DAY +75 To provide greater access during the COVID lockdown, we’re manning our ‘phones and video-chat facilities until late afternoon today, the VE DAY

COVID

coronavirus financial concerns

Aegon research highlights financial concerns over coronavirus Aegon has launched a tracker survey to better understand how savers and investors are behaving as a result

COVID

Happy New Tax Year

There is a lot of doom around at the moment, but, even though we’re working from home, we thought we’d remind everyone that today is

COVID

COVID Update 6 April

Due to COVID-19 our offices are closed and we are not conducting physical meetings with clients. However, we still here, working from home, conducting client

Armed Forces

Clapping for all heros

We’re proud to be an Armed Forces Covenant Bronze Award holder, so we were not surprised to receive our letter from Major General Brooks-Ward yesterday

COVID

We’re working through coronavirus

Extreme market volatility and the anxieties of the coronavirus COVID-19 create the perfect storm during which current and future clients need the support of trusted,

COVID

COVID19 update

We believe it is only a matter of time, rather than if, the UK enters some form of lockdown to reduce the growth in the

independent financial adviser

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Investment & Retirement Solutions Ltd is authorised and regulated by the Financial Conduct Authority

Registered in England & Wales (6884783) at Ransom Hall, Ransom Wood, Nottinghamshire, NG21 0HJ

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