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Monthly Archives: June 2019

Retirement matters


Freedoms to gain accessing your pension pot Changes to pension rules introduced in 2015 mean you’ve now greater access to your pension. It might seem like a far-off prospect, but knowing how you can access your pension pot can help … Continue reading

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Pension freedoms


Over one million UK savers embrace relaxation of rules The Government’s announcement on the relaxation of pension rules changed the investment landscape, and pension freedoms show no sign of losing their popularity.

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Dreaming of escaping a working life for retirement?


Getting your date right will help your plans stay on target Some people will have set their retirement date when they were in their 20s or 30s, and a great deal will have changed since then, including their State Pension … Continue reading

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Making plans for your retirement


Tailored to match your particular needs and aspirations One of the most important stages in life which everybody has to save for is retirement. We work hard to enjoy our current lifestyle, but are we doing enough to ensure that … Continue reading

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Green light for new type of home loan


Product choice broadened in the later life lending sector In an effort to broaden product choice in the later life lending sector, the Financial Conduct Authority now treats Retirement Interest Only (RIO) mortgages as standard mortgages, instead of being regulated … Continue reading

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Protecting the value of your money


Don’t ignore the corrosive impact rising prices can have on your investments Inflation is an economy-wide sustained trend of increasing prices from one year to the next. The rate of inflation is important as it represents the rate at which … Continue reading

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Preparing for your upcoming retirement


Considering the practicalities of fulfilling your desired lifestyle If you are aiming to retire within the next five years, it’s time to get into the mindset of considering the practicalities of fulfilling your desired lifestyle and making plans.

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Do your numbers add up?


Tax-efficient ways to fund the next generation It’s natural we may want to give younger members of our family a financial start in life, especially when we hear about some students graduating with eye-watering levels of debt. If you are … Continue reading

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