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Retirement Planning
September 25, 2023
Retirement Planning
Annuities Explained: Guaranteed Income For Life
An annuity offers a guaranteed income for the rest of your life in retirement, regardless of how long you live or how the stock market performs.
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July 14, 2023
Retirement Planning
Pension Consolidation: 4 Common Questions Answered
Consolidating your pensions can offer benefits such as reduced administration, potential cost savings, and improved investment performance alignment.
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Retirement Planning
Understanding Your Retirement Options
To help you make a more informed choice when it comes to your retirement – or at least to get an idea of the options you have available to you...
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Retirement Planning
How does the State Pension work?
The State pension is a political hot potato, due to its inflation ‘triple lock’ ensuring that it should keep pace with inflation.
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Retirement Planning
What is the MPAA?
There’s a lot of technical jargon in financial services and this can be confusing for people who want to understand their retirement options.
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January 16, 2023
Investments
What Can I Invest In?
One of the first steps in investing is to understand the different asset classes that are available to you.
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January 16, 2023
Investments
What is ESG Investing?
ESG investing considers environmental, social, and governance factors when making investment decisions.
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January 16, 2023
Investments
How Does Inflation Work?
Inflation is an economic phenomenon that affects the purchasing power of money.
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January 16, 2023
Estate Planning
The Importance of Setting Up a Will
A will is a legal document that specifies how you would like your assets to be distributed after you pass away.
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January 16, 2023
Estate Planning
What is Estate Planning?
Estate planning is an important aspect of financial planning - there are a variety of tools and strategies available to help manage your assets.
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January 16, 2023
Estate Planning
Setting Up A Trust
A trust is a legal arrangement where a trustee holds and manages assets on behalf of one or more beneficiaries.
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January 16, 2023
Estate Planning
What is Inheritance Tax?
Inheritance tax is a tax levied on the transfer of property or wealth from one person to another upon death.
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January 16, 2023
Protection Planning
What is Protection Planning?
Protection planning is an important aspect of financial planning that helps to ensure that you and your loved ones are protected.
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January 16, 2023
Protection Planning
Life Insurance or Critical Illness Cover?
Life Insurance and Critical Illness Cover are two popular forms of protection planning that help to provide financial security.
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January 16, 2023
Protection Planning
Do I need Income Protection?
Income protection is a type of insurance that provides financial support if you are unable to work due to an illness or injury.
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January 16, 2023
Industry Insights
Inheritance tax receipts on course for another record-breaking year
IHT receipts for April 2023 to January 2024 are £6.3bn, which is £400m higher than the same period last year, according to the latest HMRC figures.
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January 16, 2023
Industry Insights
Savers transferring pensions without knowing charges could be over £70,000 worse off
Savers are transferring their pensions without understanding the charges involved and could be more than £70,000 worse off in retirement as a result.
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January 16, 2023
Industry Insights
Labour Party set to keep state pension triple lock if elected
The Labour Party is set to include a commitment to the state pension triple lock in its upcoming manifesto, according to reports.
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January 16, 2023
Industry Insights
Greater consensus needed to tackle engagement challenges
Helping people make informed active choices will require a substantial amount of work from within and beyond the pensions industry.
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January 16, 2023
Industry Insights
2023 was milestone year as sales of annuities hit record high
Last year was a “milestone year” for annuities, as total sales increased by 46 per cent to £5.2bn.
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