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Ethical Futures – ISO 22222 approved! image

Ethical Futures – ISO 22222 approved!

ISO 22222 is an internationally recognised standard which defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners. Practitioners who hold this award are subject to a rigorous annual review of policy and practice by independent assessors. Ethical Futures are pleased to advise that Julian Parrott has recently completed his annual assessment and his ISO 22222 accreditation has been renewed.

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Rathbone Unit Trust Management Visit Ethical Futures image

Rathbone Unit Trust Management Visit Ethical Futures

The management team of Rathbone Ethical Bond fund visited Ethical Futures last week. As part of our process of ongoing due diligence, we were keen to meet with Fund Manager, Bryn Jones and Senior Credit Analyst Noelle Cazalis, to discuss both performance and ethical aspects of the fund.

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George Clooney Scottish Business Awards Event image

George Clooney Scottish Business Awards Event

Julian Parrott was invited by Social Investment Scotland to attend the Scottish Business Awards at the Edinburgh International Conference Centre on Thursday, 12th November.

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Tax relief shock for community energy image

Tax relief shock for community energy

Over the past couple of years, HM Treasury have gradually reduced tax relief available for renewable energy projects. Until 2014, smaller scale renewable energy projects were eligible for valuable tax relief in the form of enterprise investment scheme (EIS) relief. This gave income tax relief of up to 30% of the initial investment together with tax-free status for gains and the ability to roll over previous capital gains.

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Have You Got a Will? November Is a Will Aid Month image

Have You Got a Will? November Is a Will Aid Month

This November, you can ask a Will Aid subscribed solicitor to write or update your will in return for a voluntary donation helping nine associated charities (click here for details). Regardless of how much wealth you consider yourself to have, or at what stage of life you are at it is vital to make a will then keep it up to date as circumstances change.

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Savings Protection Update image

Savings Protection Update

Not so long ago, we used to think that banks were safe and you couldn’t lose you money. The financial crisis of 2008 and experience of capital loss with Icelandic and other offshore banks, brought the issue of protection into sharp focus for many. As a result of this, we have seen much greater adherence to limiting your deposit investments to below the maximum £85,000 compensation available under the Financial Services Compensations Scheme (FSCS).

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New State Pension Top-Up Option Available from 12th October 2015 image

New State Pension Top-Up Option Available from 12th October 2015

Pensioners can now top up their State Pensions by an extra £1 to £25 a week in exchange for a lump sum payment under a new government scheme.

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Happy Birthday Ethical Futures! image

Happy Birthday Ethical Futures!

My how time flies…….on September 19th, Ethical Futures celebrated its 10th year in business. We have come a long way in that time, growing organically and helping well over 1,000 people make their money change their worlds. We would like to thank all of the staff and clients for their support.

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