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Monthly Archives: March 2016

Financial protection


If the worst happened, are you fully protected? It’s easy to think, ‘I’d cope, that’ll never happen to me’. But any of us could become ill, and a critical illness policy may help to give some financial security at a … Continue reading

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Let’s make it a date


Key financial dates to put in your diary this year The remainder of 2016 is certainly going to be a busy one, with April seeing a raft of changes announced previously – affecting pensions and savings – coming into effect.

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Annual and Lifetime Allowance


Annual Allowance The Annual Allowance is the amount you can pay into a pension fund each year and get tax relief. From 6 April 2016, the Annual Allowance will be tapered from £40,000 for those with earnings of £150,000 or … Continue reading

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Navigating uncharted waters


The impact of further pension changes on the horizon from this April Pensions have been transformed by the arrival of freedom reforms on 6 April 2015 which now give much greater flexibility over what you can do with your pension … Continue reading

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Financial resilience


Providing a valuable safety net for you or your family should you become ill or die If you became sick or injured, how would you meet your monthly financial commitments or even your medical bills as you recover? Protection insurance … Continue reading

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Income matters


Facing retirement with an annual income shortfall of £12,600! The UK’s mass affluent investors[1] face an average annual income shortfall of £12,610 in retirement. This jumps to a staggering £28,000 shortfall among the mass affluent millennial population, according to the … Continue reading

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Enter the dragon


Views from investment company managers on China The Chinese New Year, also known as ‘Spring Festival’ in China, is China’s most important traditional festival. The 2016 Chinese New Year, ‘The Year of the Monkey’, commenced on Monday 8 February. Monkeys … Continue reading

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Realising life-long ambitions


You now have more options than ever before to help you find a solution For many people, retirement now represents an opportunity to realise life-long ambitions, pursue new passions or help family members with their income needs. Since pension freedoms, … Continue reading

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