Keeley & Co - Independent Financial Adviser and General Insursance Birmingham
Keeley & Co - Independent Financial Adviser Birmingham
Keeley & Co - Independent Financial Adviser and General Insursance Birmingham
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Useful Information Links

This page provides links to sites which existing clients may wish to access as well as other useful documents for existing and potential clients.  

PENSION PLANNING

The Pension Service Tracing ServiceThe Pension Service Pension Tracing Service - If you have an old employer's pension benefit this Service can trace the Scheme on its database and confirm contact details of the pension provider if a match is made.

The Pensions Regulator - As the UK regulator of work-based pension schemes, the Pensions Regulator website will help you to understand work-based pension schemes.

HMRC LogoHM Revenue & Customs Pensions Schemes - This provides the entire manual of rules regarding tax-relievable pension schemes.

TAKING YOUR RETIREMENT BENEFITS

Logo - The pension ServiceThe Pension Service - When you are close to the state pension retirement age this website explains how to claim your state pension

Get a State Pension Forecast - This allows you to obtain an estimate of your State Pension entitlement.

HMRC LogoHM Revenue & Customs - This explains your pension lifetime allowance and how to notify HM Revenue & Customs of your allowance. This is an alternative link.  

Logo FSA
Money Advice Service
- This FSA website offers the facility to compare annuity options from different providers when buying your pension at retirement

 

MAKING AN INVESTMENT

Financial Times - The FT Markets Data provides uptodate prices of stocks and shares and the stockmarket indices.

Logo NS&INational Savings and Investments - For capital secure savings and investments backed by HM Treasury

Money Advice Service - The Financial Services Authority website provides facts about financial products and services.

 
TAXATION

HMRC LogoHM Revenue & Customs - General information on tax provided by HM Revenue & Customs.

HM Revenue & Customs Self Assessment - If you need assistance completing your tax return this website will tell you what you need to do and when

HM Revenue & Customs R85 Checker - You can use this tool to check whether the tax-free interest from your bank or building society account can be paid, that is without the tax being deducted at source.

HM Revenue & Customs Pensions Schemes - If you need to know how to comply with tax obligations in relation to your pension scheme this website shows you how

The Pension Service Tracing ServiceDirectgov - This website confirms the Income Tax, National Insurance and Tax Credit rates and explains arrangements to deal with a death.
Link for Tax - current and recent tax years
Link for National Insurance - current and recent tax years
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REGULATORY & GOVERNMENT BODIES

The Financial Services Compensation Scheme (FSCS) - Information confirming the limits that the Financial Services Compensation Scheme (FSCS) will pay as compensation in the event of a claim being made.

Money Advice Service- The Financial Services Authority website gives you the facts about financial products and services to help you make an informed decision.

Department of Work and Pensions - This website confirms the different State Benefits and services currently available.
  

Logo - Public GuardianLasting Power of Attorney - You will find the information on what you need to do now to choose somebody you trust to make decisions on your behalf regarding your property and financial affairs when you are unable to do so.

National Savings and Investments - To buy Premium Bonds or NS Certificates backed by HM Treasury.
  

The information contained within this website is subject to the UK regulatory
regime and is therefore primarily targeted at consumers based in the UK.