BLOGS & RESOURCES

Financial Guides

Over the years, we've created a collection of financial guides which can give you some insight into different aspects of financial planning.

What is an Annuity?

An annuity is usually purchased with your pension in order to provide a guaranteed income for life.
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What is Income Drawdown?

Income Drawdown allows you to flexibly access your pension whenever you need it, rather than receiving a fixed amount of income.
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Self-Invested Personal Pensions

A Self-Invested Personal Pension (SIPP) allows you to take control of your retirement investments.
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Your Retirement Options Explained

The choices you make in retirement will impact your income for the rest of your life, so it's worth understanding the options available to you.
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Getting Started With Investing

Understand the risks as well as the rewards of investing with our helpful guide that explains the benefits of diversifying your investments.
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Estate Planning Explained

Your estate is made up of all your assets, such as property, investments and belongings. Planning properly helps make sure your loved ones can make the most of what you leave behind.
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ISAs Explained

Whether you're thinking about investing in a Stocks & Shares ISA or you're just exploring the savings options out there, ISAs can be a good choice.
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The Benefits of A Power of Attorney

Setting up a Power of Attorney gives peace of mind that your affairs can be looked after, even if you become incapacitated.
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industry insights
LATEST BLOGS & INDUSTRY INSIGHTS

Tax-Free Cash, Pension Transfers & Retirement Planning: Your Questions Answered

From how to make the most of your tax-free cash to what really happens if your annuity provider fails, this episode is packed with practical insights.
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Phased Retirement Explained: How to Tax-Efficiently Transition Into Your Next Chapter

There’s no one-size-fits-all approach to phased retirement, but here are a few of the common methods we see clients exploring:
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How to Use Your Tax-Free Cash in Retirement

One of the most common questions we’re asked is: Should I take my 25% tax-free cash from my pension—and what should I do with it?
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