Financial resilience
3 March 2016
How prepared are you for any financial shocks? Over three million working couples are classed as ‘double income, no option’...
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Creating an investment strategy
4 January 2016
Allow your lifestyle to dictate your investment approach To make the most of your investment opportunities, allow your lifestyle and...
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New dividend tax regime
4 January 2016
What could the new system mean to you? From April this year, the notional 10% tax credit on dividends is to be abolished and will be replaced...
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Socially responsible investing
4 January 2016
Not sacrificing your life principles in exchange for chasing the best financial returns For investors concerned about global warming and...
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Carrying out regular portfolio reviews
4 January 2016
Make sure that any changes in your attitude to risk are accurately reflected It is important to carry out regular...
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Realising life-long ambitions
4 January 2016
You now have more options than ever before to help you find a solution For many people, retirement now represents...
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Smoothing out market highs and lows
4 January 2016
Time-tested method for controlling risk over time It’s natural to be looking for ways to smooth out your portfolio’s returns. Investing regularly can smooth out market...
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Investment opportunities
4 January 2016
Building a consistent, long-term and well-diversified investment strategy To make the most of your investment opportunities, allow your lifestyle and not stock market fluctuations to dictate your...
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10 steps to a brighter retirement
4 January 2016
Concerned about the financial aspects of retirement planning? With all the talk and concern about dwindling retirement funds and our shaky economy, many retirees and soon-to-be-retired boomers...
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Reasons for investing
4 January 2016
Taking a long-term view to wealth creation Stock markets can be unpredictable. They move frequently – and sometimes sharply – in both directions. It is important...
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Pension credit
4 January 2016
Cuts for people who go abroad for over a month People who go abroad for over a month will no longer be eligible for pension credit. At present, housing...
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Retirement matters
4 January 2016
]Pension changes you need to know Chancellor George Osborne delivered his Spending Review and Autumn Statement on Wednesday 25 November 2015. For the first time...
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Open-handed Grandparents
4 January 2016
Generosity shows no sign of stopping Forget the headlines about post–pension freedoms with retirees spending their nest egg on a Lamborghini – new research shows...
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New Year’s resolutions
4 January 2016
Setting goals for saving and investing Have you made your New Year’s resolutions? Considering that the most common topics are health...
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2016 Tax Matters
4 January 2016
Reducing the taxman’s take To minimise the tax you pay, it’s important to be fully aware of the choices you can make before...
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Income protection
4 January 2016
Research highlights existing gap between awareness and prioritisation Having a clear understanding of your protection requirements and the importance of...
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Pension tax relief
4 January 2016
New tapered annual allowance for high earners The pension tax relief system is about to be reinvented. The Government announced...
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Buy-to-let and second homes
4 January 2016
Highe rstam pduty payable from April 2016 Buy-to-let landlords and people buying second homes from April this year will have...
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Main types of investment
4 January 2016
Understanding asset classes Cash This involves putting your money into a savings account, with a bank, building society or credit union. Your...
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Investment diversification
4 January 2016
Protecting your money from adverse market conditions Today’s markets are as uncertain as ever. But there is one certainty –...
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