Welcome to the library

Here you’ll find lots of useful information and comment to help you with your personal financial journey. The library will be regularly updated and your adviser may on occasion direct you to a document in this section. It’s also a good place to catch up on ‘What Panoramic have to say’ about the world of personal finance – and more.

Fresh faces: Ross Jefferies of H&D Wealth

Press Release

With many advisers wondering how to bring new blood into the profession, one IFA has brought his own son into the fold.

Ross Jefferies, son of Gary Jefferies, director of Tunbridge...

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Tunbridge Wells IFA backs youth with apprenticeship

Press Release

Tunbridge Wells-based H&D Wealth TW has taken on Director Gary Jefferies’ son as an apprentice.

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Auto Enrolment - Myth buster

Auto Enrolment

‘My employees are in a pension scheme. I don’t need to do anything’

FALSE. Existing arrangements must fit certain criteria to be considered a qualifying scheme, so a review is needed and...

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Pension Freedom - Understanding the landscape

Pension Freedom

On the 6th April 2015 changes were made to the way you can use your pension savings.

This is a summary of what the changes may mean to you. To help...

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