pension

September 2017

Pension Freedoms

By |September 14th, 2017|

Will the new retirement rule of ‘no rules’ offer people a better financial future?
Following pension reforms, there are now more options for using your private pension pot. Since April 2015, some people over 55 have greater freedom in how they can access their pension pots – the money they’ve built up during their working life.
The […]

July 2017

Pensions revolution

By |July 28th, 2017|

Awareness and understanding amongst the public still remains low
6 April 2017 marked the anniversary of both the new State Pension and the new pension freedoms. These major overhauls have revolutionised the UK pensions landscape, but research from Aviva suggests work to improve pension saving is far from done as awareness and understanding amongst the public […]

March 2017

Income investment strategies

By |March 13th, 2017|

Yield on equities and corporate bonds look understandably attractive
People are living longer. Simple demographics mean that supplementary income is no longer a luxury – it’s a necessity. Meanwhile, interest rates are at historic lows – even before you take account of inflation. So, relative to cash, the yield on equities and corporate bonds looks understandably […]

February 2017

What are you planning for in 2017?

By |February 1st, 2017|

How to look forward to what you want to accomplish

When was the last time you wrote down your goals? More importantly, when was the last time you revisited them?

A new year can be seen as a fresh start and a marker to look forward to what you want to accomplish – personally, professionally and hopefully […]

January 2017

2016/17 Year End Planning

By |January 13th, 2017|

Keeping your taxes as low as possible – what you may wish to consider sooner rather than later
The 2016/17 year end for tax planning purposes is now only a matter of months away, with the deadline approaching on 5 April. Effective tax planning is about knowing the personal and business taxes you are liable to […]

November 2016

How financially prepared are you for your retirement?

By |November 10th, 2016|

Thanks to healthier lifestyles and advances in medicine, people are living longer lives, but many individuals may not feel financially prepared for their retirement. When it comes to setting your investment goals or strategy for your retirement, there are two main options.
If you’re looking to build up the value of your investments over time, you’re […]

Having the freedom to choose

By |November 7th, 2016|

Using your pension money
Have you considered all the potential costs of retiring? Some people find their expenses fall once their working life ends, but it’s important not TO assume that all your expenses will go down – some may increase, such as heating and leisure costs.
 

The constantly evolving landscape of legislative change provides both challenges […]

October 2016

not losing sight of your long-term savings goals

By |October 18th, 2016|

The UK is entering uncharted territory after the EU referendum, but with relatively few unretired people beyond the age of 55 having started their retirement planning it is important not to lose sight of your long-term savings goals. Changing social, political and demographic factors mean that the outlook for retirement finances in the UK is […]

July 2016

What investment approach is right for you?

By |July 28th, 2016|

Your decision can have a big impact on your returns
Should you invest all of your money in one go or drip-feed it into the stock market over time? The answer will ultimately depend on whether you have a lump sum to invest or not, but it can have a big impact on your returns. Your […]

What are your investment options?

By |July 22nd, 2016|

Helping you reach your long-term financial goals
In the current economic climate, with interest rates still around record lows, investing in the markets could enable you to achieve an inflation-beating return and help you reach your long-term financial goals.
If you’ve got sufficient money in your cash savings account – enough to cover you for at least […]

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