Insurance & Risk Management

November 2015

Evaluating your future finances

By |November 13th, 2015|

New possibilities in retirement, and the options available to you

The recent pension freedoms have opened up new possibilities in retirement, allowing more of today’s recent retirees to enjoy the sixty-something socialite lifestyle. Retirement can be one of the most liberating and exciting life stages, but to get the most freedom and enjoyment out of retirement, […]

July 2015

Nation of savers

By |July 24th, 2015|

Focusing on the long term for a more secure future
The UK is becoming a nation of savers, with three quarters (74%) of people saying they are currently saving, research from Scottish Widows has revealed.
The study found the number of savers is up to 74% from 63% in 2010, with a steady year-on-year rise in the […]

June 2015

Securing our financial futures

By |June 5th, 2015|

The new pension reforms provide a good opportunity for people to really think about and evaluate their future finances, and the options available to them. However research highlights that many people across the UK are struggling to plan ahead. If you are one of these people and feel you need some guidance on what to […]

May 2015

Trading places

By |May 26th, 2015|

It’s not just about picking investments wisely, it’s holding them in the most suitable place
Now that we’ve entered a new tax year, if you are already planning how you are going to fully utilise your current Individual Savings Account (ISA) tax-efficient allowance, it’s not just about picking investments wisely – it’s also important to make sure you […]

Generating an income from your portfolio

By |May 5th, 2015|

Narrowing the knowledge gap for investors
Record-low interest rates are rarely out of the news these days. With UK investors struggling to achieve a decent income from traditional investment sources, it might however be good to point that less than half can correctly explain the term ‘income investing’.
A survey recently done by J.P. Morgan Asset Management revealed […]

March 2015

Sorting out your finances

By |March 13th, 2015|

Sorting out our finances is high on
our list of priorities in 2015
The British population is determined more than ever to get more savvy about their saving and spending habits in 2015, with three quarters (76%) of adults admitting they are prepared to moderate their lifestyle, according to a new survey by Standard Life.

Sorting out finances
Showing […]

February 2015

6 Frequently questions asked about life insurance

By |February 4th, 2015|

Many people will ask a wide variety of questions about life insurance, many wanting to know whether they should take out life insurance or not. Many of those people often will be told to seek independent financial advice, there they will then have a financial adviser who would be able to discuss with them different […]