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Monthly Archives: June 2017

That shrinking feeling


Don’t let your portfolio wealth simply drain away Millions of Britons could see their savings shrink because they don’t know how to shield them from rising inflation. The findings are according to research by YouGov for Zurich which found more … Continue reading

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Funding future care costs


‘The tragedy of old age is not that one is old, but that one is young’ With the UK’s population ageing, more people will be living with long-term care needs. Oscar Wilde once said: ‘The tragedy of old age is … Continue reading

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Election 2017


Why investors need to keep focused on long-term financial goals Prime Minister Theresa May’s announcement that she would call for a snap UK general election on 8 June 2017 surprised many people. After weeks of campaigning, there was no outright … Continue reading

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Pension time bomb


Planning to prevent the financial equivalent of climate change Millions of workers across the UK could be heading for a significant shortfall in the amount of pension they need for an adequate income. The World Economic Forum (WEF) has issued … Continue reading

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Defined benefit pension schemes


Secure income for life A defined benefit pension scheme is one where the amount paid to you is set using a formula based on by how many years you’ve worked for your employer and the salary you’ve earned rather than … Continue reading

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Defined contribution pension schemes


Providing an income in retirement With a defined contribution pension, you build up a pot of money that you can then use to provide an income in retirement. Unlike defined benefit schemes, which promise a specific income, the income you … Continue reading

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Self-invested personal pensions


Providing greater flexibility with the investments you can choose A self-invested personal pension (SIPP) is a pension ‘wrapper’ that holds investments until you retire and start to draw a retirement income. It is a type of personal pension and works … Continue reading

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State Pension


The State Pension changed on 6 April 2016. If you reached State Pension age on or after that date, you’ll get the new State Pension under the new rules.

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