Atticus joined JM Finn in 2017 as a Wealth Management Assistant and is now working as an Assistant Wealth Planner within the team. He graduated with a First Class Honours in Economics from Swansea University and has attained the Advanced Diploma in Financial Planning through the Chartered Insurance Institute (CII). Atticus's expertise includes retirement planning, tax planning and wealth structuring. In his spare time Atticus is occupied by a variety of sports with Australian rules football, Brazilian jiu-jitsu and bouldering being chief among these. Atticus is also an avid reader and heads up our JM Finn book club.
Research conducted by the Association of British Insurers (ABI) found that £19.4 billion of pension pots associated with 1.6 million people sit unclaimed.
Bond star Daniel Craig would rather give away his wealth to charity than to his daughters. Whatever your view, it is important to plan for it to ensure your wishes are fulfilled.
Pension rules are increasingly complex, with the cost of getting it wrong often punishing. Atticus Kidd explains the rules around the annual allowance and highlights the risks of inaction.