What’s important to you?

We all have dreams for the future, and many of those dreams require money and planning to make them become a reality. Reaching those milestones starts with setting clear financial goals. Making decisions with a clear endpoint in mind can make it easier to achieve financial security and allow you to enjoy your life to…

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What’s important to you?

We all have dreams for the future, and many of those dreams require money and planning to make them become a reality. Reaching those milestones starts with setting clear financial goals. Making decisions with a clear endpoint in mind can make it easier to achieve financial security and allow you to enjoy your life to…

Read more

When it comes to investing, one size definitely does not fit everyone

There are many decisions to consider when making any investment. One of these is how much risk you are prepared to take. This will be determined by a number of different factors. In this guide, we take a look at the different types of investment risk and how it can relate to returns. Your appetite…

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When it comes to investing, one size definitely does not fit everyone

There are many decisions to consider when making any investment. One of these is how much risk you are prepared to take. This will be determined by a number of different factors. In this guide, we take a look at the different types of investment risk and how it can relate to returns. Your appetite…

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Lost pensions

Make sure your pension savings don’t get left behind. The employment landscape has evolved significantly over the last few decades and changing jobs multiple times before retirement is now very much the norm. Even if you have not had that many jobs, you may still have a number of different pensions to keep track of.…

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Not ready to give up working and retire?

When you picture yourself in your golden years, are you sitting on a beach, hitting the golf course or working behind a desk? Not ready to give up working and retire? For those who find adjusting to retirement difficult, the transition can be made smoother by working. For many, working provides more than a salary.…

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Saving adequately for the future

The number of people saving enough for a comfortable retirement has hit its highest ever level, with almost three in five Britons (59%) now saving adequately for the future [1]. This is significant improvement from the 55% proportion recorded 12 months ago, suggesting this April’s auto-enrolment step=up had an immediate positive impact on saving habits.…

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Pension changes brought a whole range of options to consider

Unadvised retirees who are now able to dip into their pensions are having to return to work to cope with juggling their finances, according to a new report [1]. Pension freedoms have given individuals control over how to spend their retirement savings, but a number of unintended consequences have emerged. Since rules governing how pensions…

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Financial Support

Nobody wants to worry about how they’ll pay the bills if they become sick or injured and can’t work. But illness or injury can strike at any time and can lead to serious financial trouble. The latest government figures [1] report the dramatic increase in the likelihood of long-term sickness absence when we age, leading…

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Pension Scammers

Don’t let pension scammers enjoy your hard-earned pension proceeds. Anyone can be the victim of a pension scam, no matter how savvy they think they are. It’s important that everyone can spot the warning signs. Spot the warning signs so you don’t lose your life savings or be persuaded to invest in high risk schemes.…

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How do you leave a legacy which serves your family’s best interests?

Will you be one of the thousands of households in Britain that will have to pay Inheritance Tax? What’s the best way to avoid it? If you’re administering an estate because someone has died, how do you obtain probate? Is it ever possible to retrospectively minimise an estate’s tax liabilities? Inheritance Tax receipts reached a…

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A guide to critical illness cover

It’s important you don’t let a life-changing moment disrupt your home and work life and put a strain on your family’s finances which is why we’ve put together a guide on critical illness cover. What would life be like if you were diagnosed with a serious illness? Things could change very suddenly. You’d get your…

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