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Monthly Archives: September 2019

Taxing times ahead


Don’t be penalised by the tax system when you exercise your freedoms The ‘pension freedom’ reforms of 2015 were welcomed by consumers, as they vastly widened options available to most savers at retirement.

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What’s important to you?


Reaching those milestones starts with setting clear financial goals We all have dreams for the future, and many of those dreams require money and planning to make them become a reality. Reaching those milestones starts with setting clear financial goals. … Continue reading

Posted in Investment | Leave a comment



Unlocked pension savings


Critical gap in consumer awareness Drawdown allows most pension holders to withdraw a tax-free lump sum and reinvest the remainder as an income. But hundreds of thousands of DIY drawdown investors are unaware they can scale back or stop their … Continue reading

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Lost pensions


Make sure your pension savings don’t get left behind The employment landscape has evolved significantly over the last few decades, and changing jobs multiple times before retirement is now very much the norm. Even if you have not had that … Continue reading

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Pension scammers: spot the warning signs


Don’t lose your life savings or be persuaded to invest in high-risk schemes Don’t let scammers enjoy your hard-earned pension proceeds. Anyone can be the victim of a pension scam, no matter how savvy they think they are. It’s important … Continue reading

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Retirement resilience


Taking the reins and having more control over your pension pot Saving for retirement is one of our greatest financial priorities, especially as life expectancy is growing and retirements are likely to last longer.

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Financial support


Looking after your lifestyle during a time of uncertainty Nobody wants to worry about how they’ll pay the bills if they become sick or injured and can’t work. But illness or injury can strike at any time and can lead … Continue reading

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What you need to know


Winners and losers under the new State Pension The number of people qualifying for the full new State Pension following its introduction in April 2016 reveal almost two in five pensioners (365,290 people, or 38% of claimants) receive less than … Continue reading

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Cashing out


Pension changes brought a whole new range of options to consider Unadvised retirees who are now able to dip into their pension are having to return to work to cope with juggling their finances, according to a new report[1].

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