Monthly Archives: December 2017
Taking control over where your money is invested tax-efficiently A new tax year is nearly upon us – and that means, for all diligent savers and investors, you should make sure that you take full advantage of your current Individual … Continue reading
Lack of pension knowledge among UK adults The UK’s middle-aged workers could be sleepwalking into retirement poverty. Four in ten people aged between 40 and 65 cannot accurately estimate their total pension savings for retirement.
Getting your affairs in order and planning what you want to pass on to loved ones Writing a Will may seem daunting – and with everything else we should be thinking about, it becomes just another chore on the to-do … Continue reading
Helping you realise your retirement vision We’ve now entered a new age of retirement planning with the introduction of pension freedoms. But Britain has an ageing population, highlighted by the fact that the number of telegrams sent by the British … Continue reading
A tax-free wrapper in which you hold a wide range of permitted investments Self-Invested Personal Pensions (also known as ‘SIPPs’) are being used by a rising number of private investors keen to take control of their retirement planning. First introduced … Continue reading
Access to health and well-being support in the workplace There is now a clear trend of people working for longer and delaying their retirement. Although some are staying in work out of financial necessity, others want to keep working because … Continue reading