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Monthly Archives: August 2017

Planning for your retirement


Getting ready to slow things down One of the critical aspects of retirement planning is how you structure your financial affairs to make sure you have sufficient money if and when you stop working.

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Pension freedoms


Will the new retirement rule of ‘no rules’ offer people a better financial future? Following pension reforms, there are now more options for using your private pension pot. Since April 2015, some people over 55 have greater freedom in how … Continue reading

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Family succession planning


Taking advice early and developing a personal financial plan is crucial to meeting long-term goals Succession planning may be one of the most challenging experiences facing any leader, especially an entrepreneurial business person who has built a family business from … Continue reading

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Shopping around for a better deal


Consumers lost £130 million by sticking with the same pension provider in 2016 New research finds consumers could be missing out on thousands of pounds in retirement by not shopping around for their pension product. This means their pension pot … Continue reading

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Long-forgotten plans


Managing your pension savings effectively and efficiently from a single pot If you’ve worked for two or three different employers, it’s possible you could have a workplace pension from each of them. You might also have set up a personal … Continue reading

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Long-term investing


How to fund a fulfilling life beyond our working years Healthier lifestyles and medical advances mean that many of us can expect to enjoy longer lifespans than previous generations. However, this creates a significant challenge both for society as a … Continue reading

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State Pension age rise brought forward


Finding a balance between funding and being fair on future generations of taxpayers Will you be one of the millions of workers that will have to work an extra year before retiring after the Government announced that it would be … Continue reading

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Investing for income


How certain innate behavioural traits influence our decision-making With historic ultra-low interest rates on savings, many investors over the past decade have turned to income-paying funds as an alternative to cash-based savings. Changing life plans and priorities mean we now … Continue reading

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Reviewing your needs and goals


Take the time to think about what you really want from your investments It’s well worth taking the time to think about what you really want from your investments. Knowing yourself, your needs and goals, and your appetite for risk … Continue reading

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