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Monthly Archives: December 2015

It’s good to talk


When was the last time you discussed the family’s finances? The unexpected death of a spouse can lead to considerable financial problems if the surviving partner is not fully aware of the state of the family’s finances. All too often, … Continue reading

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Carrying financial burdens into retirement


Have we become a nation comfortable with debt? Almost one third of retired people were still carrying debt at the point they gave up full-time work according to research[1] from YouGov and Old Mutual Wealth. The findings showed that the … Continue reading

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Untapped property wealth


4.8 million retirees are ‘going without’ The British would like to have three quarters of their working income in retirement. However, pensions remain an obscure topic for many, and 44% have not yet started to save for retirement[1].

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‘Pre-retirement’ predicament


Older generation choose to work into later life amidst family concerns More than a third (34%) of over-55s plan to continue working past what would previously have been considered their retirement age of 65, according to figures released from Scottish … Continue reading

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You still don’t have a Will


Save your family unnecessary distress at an already difficult time Your Will tells everyone what should happen to your money, possessions and property after you die (all these things together are called your ‘estate’). If you don’t leave a Will, … Continue reading

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SIPP freedom


One of the most tax-efficient ways of saving for retirement If you want the freedom to manage your own investments that will enable you to achieve your retirement goals, a Self-Invested Personal Pension (SIPP) could be an option for you … Continue reading

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The value of education


UK parents believe university is now unaffordable for most Many UK parents will now be reviewing how they will help their children pay for a university degree. With tuition fees alone costing an average £9,000 a year, university is a … Continue reading

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Putting money aside for the proverbial rainy day


Long-term investors rewarded by compound performance An investor who puts money aside over the long term for the proverbial rainy day is far more likely to achieve their goals than someone looking to ‘play the market’ in search of a … Continue reading

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