BLOGS & RESOURCES

Financial Blog

Whether you're looking for retirement tips or want to keep up to date with the latest industry insights, you can find what you need in our blog.

June 28, 2024
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Industry Insights

Guaranteed income most important for savers in retirement

Almost half (40 per cent) of people said guaranteed income was most important to them when they thought about retirement.
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June 19, 2024
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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
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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
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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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March 22, 2024
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Industry Insights

More than £50bn of pension savings ‘at risk of being left behind’

The research suggested that at least 4.8 million pension pots were considered to be ‘lost’ among the UK population in 2023.
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February 5, 2024
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Industry Insights

Mid-lifers facing uphill challenge to save for comfortable retirement

A savings pot of around £530k in today’s money terms is needed for a comfortable retirement, and that’s on top of state pension income.
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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.
Read More >
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.
Read More >
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.
Read More >
September 25, 2023
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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
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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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February 10, 2023
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Investments

How Does Inflation Work?

Inflation is an economic phenomenon that affects the purchasing power of money.
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Investments

What is ESG Investing?

ESG investing considers environmental, social, and governance factors when making investment decisions.
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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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July 9, 2024
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Industry Insights

Pensions industry sets out wish-list for new Labour government

The pensions industry is urging the new Labour government to provide further detail on the scope of its promised pensions review.
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July 8, 2024
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Industry Insights

Hope for ‘joined-up’ pensions policy as minister appointed to DWP and Treasury

“With a combined appointment there is the opportunity for decisions on pensions to fully account for the whole pensions landscape.”
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July 5, 2024
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Industry Insights

Stronger nudge towards pension guidance has ‘disappointingly low’ impact

The stronger nudge to pension guidance has had a “disappointingly low” impact since its introduction two years ago.
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July 4, 2024
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Industry Insights

Half of Brits are not aware of annual charges on their pension schemes

According to the survey, just under a third (32 per cent) of Brits think they know roughly what their annual fees amount to.
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July 3, 2024
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Industry Insights

DC pension schemes see rise in investment in assets with climate targets

The majority (86%) of DC pension schemes have set targets to reach net-zero by 2050, with 18% of these targeting 2040.
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July 2, 2024
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Industry Insights

Almost a quarter of UK adults expect to never really retire

Nearly a quarter (24 per cent) of UK adults expect to never really retire, research from Phoenix Group has found.
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February 16, 2024
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Client Stories

Travelling The World After Early Retirement

Graham and Janet came to see us in 2021, after deciding they wanted to review their options - now they're enjoying early retirement.
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March 7, 2023
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Client Stories

Real Retirement: What our clients are up to

This week a couple of our clients have shared photos of themselves enjoying retirement.
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July 9, 2024
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Industry Insights

Pensions industry sets out wish-list for new Labour government

The pensions industry is urging the new Labour government to provide further detail on the scope of its promised pensions review.
Read More >
July 8, 2024
|
Industry Insights

Hope for ‘joined-up’ pensions policy as minister appointed to DWP and Treasury

“With a combined appointment there is the opportunity for decisions on pensions to fully account for the whole pensions landscape.”
Read More >
July 5, 2024
|
Industry Insights

Stronger nudge towards pension guidance has ‘disappointingly low’ impact

The stronger nudge to pension guidance has had a “disappointingly low” impact since its introduction two years ago.
Read More >
July 4, 2024
|
Industry Insights

Half of Brits are not aware of annual charges on their pension schemes

According to the survey, just under a third (32 per cent) of Brits think they know roughly what their annual fees amount to.
Read More >
July 3, 2024
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Industry Insights

DC pension schemes see rise in investment in assets with climate targets

The majority (86%) of DC pension schemes have set targets to reach net-zero by 2050, with 18% of these targeting 2040.
Read More >
July 2, 2024
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Industry Insights

Almost a quarter of UK adults expect to never really retire

Nearly a quarter (24 per cent) of UK adults expect to never really retire, research from Phoenix Group has found.
Read More >