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Author Archives: admin

Mind the knowledge gap


Some people still struggle to make informed retirement decisions The decisions made at retirement are big ones and have long term consequences. Many spend years accumulating a large amount of money in pensions and other savings, but really don’t know … Continue reading

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Rise of the female breadwinner


Women now earn the most in one-in-four households The proportion of female breadwinners is steadily rising but the trend could be knocked off course by coronavirus (COVID-19) crisis. Women out-earn male partners in almost a quarter of households, up from … Continue reading

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Protecting your retirement plans


Don’t let coronavirus derail your financial future The COVID-19 pandemic has touched virtually every aspect of our lives, not least of which is how we save for retirement. And while the number one priority is keeping our families and ourselves … Continue reading

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Financial fallout from COVID-19


Impact on the nation’s wealth and financial security It is becoming uncomfortably clear that while not everyone has been physically affected by coronavirus (COVID-19), every single one of us will be impacted financially. During the pandemic, savings and investments have … Continue reading

Posted in Financial planning | Leave a comment



Top 10 countries to retire abroad


Living in a place where the lifestyle and cost of living matches your financial situation Are you ready to spend your golden years in comfort, style, and maybe even a bit of luxury? As a retiree, you’ll want to be … Continue reading

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How sustainable is your portfolio?


Increased investor focus on environmental, social and governance considerations Environmental, social, and governance (ESG) issues continue to be a priority for many investors. Your values define you. But do your investments reflect who you are? Increasingly investors are urging companies … Continue reading

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Retirement freedoms


Ensure your future income will allow you to enjoy the lifestyle you want  Preparing for retirement is like getting ready for a journey, it never goes quite as planned. But the better the plan, the better the outcome. When things … Continue reading

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Building a strategy that meets your financial needs


Preparing ourselves for life to be really strange for some time The only constant in life is change, which is why individual financial life planning should not be a one-off exercise. Reviewing your finances regularly is essential if you want … Continue reading

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Preserving your wealth


Once you have acquired your wealth, the last thing you want to do is lose it through poor asset protection Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little … Continue reading

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How would you cope without an income?


Make sure you’re ready should the unexpected happen Mental health conditions might not be as easy to pin down as physical health conditions, but insurers are increasingly recognising the need to provide cover and support to people suffering with mental … Continue reading

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