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Retirement Planning
April 15, 2024
Retirement Planning
How to Track Down and Reclaim Your Lost Pensions
In the UK, there are billions of pounds sitting in unclaimed pensions, waiting for their rightful owners to come forward.
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April 11, 2024
Retirement Planning
The Pros and Cons of Pension Consolidation: Is It Right for You?
The advantages and disadvantages of pension consolidation, along with essential factors to consider before making a decision.
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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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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
Call for next government to replace pension tax relief with savings bonuses
In particular, the report suggested that a bonus rate of 25 per cent could apply to all savings up to £10,000, "more than adequate for 95% of people".
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January 16, 2023
Industry Insights
Savers boosted pension contributions by more than 60% at start of 2024
Pension savers increased their average quarterly contributions by 63% in Q1 2024 compared to Q4 2023 as the end of the tax year drew closer.
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January 16, 2023
Industry Insights
Many workers nearing retirement don’t know how they will access their pension
Almost half (49 per cent) of working people approaching retirement, aged between 50 and 59, don’t know how they will access their pension savings.
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January 16, 2023
Industry Insights
Many younger people reluctant to engage with long-term financial planning
Younger people are increasingly reluctant to engage with long-term financial planning, research by Kantar Media has revealed.
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January 16, 2023
Industry Insights
Next government urged to address pension concerns with greater urgency
The IFS also argued that his is an area of some urgency, given the state pension age will rise from 66 to 67 between 2026 and 2028.
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