facebook   twitter   linkedin

Cookie Policy   |   Privacy Policy   |   Disclaimer   |   Complaints

Monthly Archives: October 2019

Cultivate the art of patience


Avoid knee-jerk reactions by focusing on long-term investment objectives Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle. Human tendency is to … Continue reading

Posted in Investment | Leave a comment



Tax-wise


Make the most of your valuable allowances, reliefs and exemptions Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5 April. As this date approaches, the window of opportunity reduces … Continue reading

Posted in Tax planning | Leave a comment



Pension shortfall exposure


Signs you are not financially ready to retire Those potentially most exposed to a pension shortfall are not people just entering the workforce, most of whom presume they will work until their 70s and will receive limited support from the … Continue reading

Posted in Retirement | Leave a comment



Pensioner wealth


Income gap between the wealthiest and poorest pensioners is growing The members of Britain’s baby boomer generation who are now entering retirement have been called ‘the richest generation in history’. But the income gap between the wealthiest and poorest pensioners … Continue reading

Posted in Retirement | Leave a comment



Economically active


Why longevity also brings with it some unique financial challenges Statistics clearly show that Britons are living longer. While a long life can be a good thing, longevity also brings with it some unique financial challenges. Our ageing population is … Continue reading

Posted in Financial planning | Leave a comment



Boosting investment returns


Out of adversity comes opportunity Under new Prime Minister Boris Johnson, the Government has toughened its stance on a no-deal Brexit, which it has said is ‘now a very real prospect’. 23 June marked three years since the UK voted … Continue reading

Posted in Investment | Leave a comment



Will I have enough money through retirement?


Mismatch between retirement expectations and actual reality Retirement is a chance to do more of what you enjoy. When it comes to planning for your retirement, you need to think about what you’d like your life to be like. There … Continue reading

Posted in Retirement | Leave a comment



The future of work is coming


Tangible benefits older workers bring to the workplace The days of an employee turning 65, getting a gold watch or carriage clock and being ushered into a new world of golf, retirement communities and early-bird specials are rapidly disappearing. People … Continue reading

Posted in Workplace Benefits | Leave a comment



Lasting the distance


The early retirement dream lives on, but at what cost? Whether you choose or need early retirement, having a plan can give your money the best chance of lasting the distance. Whether lifestyle preferences or circumstances beyond your control are … Continue reading

Posted in Retirement | Leave a comment