Monthly Archives: November 2019
A long life needs a smart retirement plan
Reaching the big 50 can be a financial wake-up call Your 50s are a crunch time when saving for your retirement. If you’ve already set a retirement savings target but have been neglecting it, the reality is that now you … Continue reading
Time to update your planned retirement date?
Savers risk missing out on money from their final pension pot Millions of savers risk missing out on money from their final pension pot if their provider doesn’t have their correct planned retirement date. The analysis[1] revealed that workplace pension … Continue reading
Every journey starts with a destination
Looking at the bigger picture for your wealth and security Every plan starts with a goal, just like every journey starts with a destination. Planning your financial future is not only important for your security, but it also provides peace … Continue reading
Tax-efficient shelters
Use your ISA allowance or lose it forever Even though the Individual Savings Account (ISA) deadline may be a number of months away, and despite the tax year date remaining the same year in year out, somehow it always creeps … Continue reading
Money lessons
5 tips that add up to teaching your child about money matters Understanding how money works is an essential life skill. Unfortunately, for a lot of people, these lessons come later than they should, and often as the result of … Continue reading
Women’s State Pension age changes
Government’s bid to ensure ‘pension age equalisation’ On 3 October, campaigners lost a significant legal battle against the Government’s handling of the rise in women’s State Pension age. Up until 2010, women received their State Pensions at the age of … Continue reading
For richer, for poorer
Pension and asset advice should be part of the divorce process Divorce – it’s one of the most difficult subjects to talk about. The emotional upheaval of divorce can be difficult to deal with, but so too can the financial … Continue reading
‘Sleepwalking’ into retirement
How much will you need to save to afford a comfortable retirement? There is a widespread and common-sense-based perception, backed to some extent by evidence, that planning and preparing for later life is associated with increased well-being in older age. … Continue reading