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Retirement Planning
June 19, 2024
Retirement Planning
Preparing for retirement: a financial planner’s guide
Our latest guide covers everything you need to know to prepare for retirement, breaking down the process into 7 easy steps.
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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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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
Millions to delay retirement as pension savings gap widens
Most people would like to retire at the age of 62, but 54% of UK retirees expect to work longer than they would like, on average by seven years.
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January 16, 2023
Industry Insights
‘Stark’ disparity between intragenerational pension saving
The research revealed that today’s youngest working generation, those born between 1996 and 2012, had an average pension pot of £2,304.
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January 16, 2023
Industry Insights
Fresh calls for reform as inheritance tax receipts hit £2.1bn
The freeze on the nil-rate band – which is currently £325,000 — has not been changed since it was first introduced by a Labour government in 2009.
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January 16, 2023
Industry Insights
Concern over slow progress on state pension correction exercise
The DWP paid £66.6m in relation to the 32,769 cases involving those over 80, with an average arrears payment of £2,196.
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January 16, 2023
Industry Insights
Landmark pensions review launched by new Labour chancellor
This reform will unfold in two stages, targeting both immediate and long-term improvements in pension management.
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