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Author Archives: admin

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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Why do you want to invest?


Reaching specific life goals requires planning If you don’t know where you want to go, you’ll find it tricky getting there! Investment goals cover everything from the old adage of saving for a rainy day to planning for a comfortable … Continue reading

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Bank of Mum and Dad


Innovative products to be created for would-be home owners The Building Societies Association (BSA) have recently published a raft of recommendations as to how the mortgage industry can support the Bank of Mum and Dad in their endeavours to help … Continue reading

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Wealth creation


Spreading risk by accessing different types of assets Investing for the long term means persisting through market swings. History shows that when people invest and stay invested, they’re more likely to earn positive returns in the long run. When markets … Continue reading

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Why silence isn’t necessarily bliss


Over six million adults refuse to discuss their Will with loved ones Making a Will is very important if you care what happens to your money and your belongings after you die, and most of us do. But have you … Continue reading

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