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Monthly Archives: August 2018

Generation still taxed


Numbers nearly double in the last two decades With so much choice on offer, and with frequent rule changes and distinct tax benefits to consider, finding the right vehicle for your retirement planning is essential.

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Positive outcomes


Impact investing without sacrificing returns or profits For those looking to make the world a better place, but not wanting to sacrifice returns or profits, impact investing aims to support a positive social or environmental impact as well as looking … Continue reading

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Financial protection


Families left in a precarious situation if the unforeseen were to happen We all intend that our plans will come good. But making sure that you and your family can cope if you fall ill or die prematurely is something … Continue reading

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Cash may not be king


Pension savers risk a significant tax bill For most people over the age of 55, it is now possible to cash in or unlock all of your pension. How you take these benefits will depend on the type of scheme … Continue reading

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Later retirement


Workers extend their careers for a multitude of reasons When do you plan to retire? Saving for your retirement is a lifelong undertaking – and if you want to enjoy a comfortable retirement, you can’t start planning soon enough. The … Continue reading

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Seize the day – today


Make your vision a reality Exactly how much you’ll need for a comfortable retirement will depend largely on your cost of living and lifestyle choices. For many people, retirement is about sun-soaked holidays, leisurely rounds of golf and that boat … Continue reading

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Retirement savings leap


But one in five young people still saving nothing The number of under-30s saving enough for retirement has risen sharply by 9%[1]. As the success of auto enrolment continues, two in five UK workers (39%) aged 22–29 years old are … Continue reading

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Protecting yourself from scams


Fraudsters are using sophisticated ways to part savers from their money Pension and investment scams are on the increase in the UK. Everyday fraudsters are using sophisticated ways to part savers from their money, and the Internet and advances in … Continue reading

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