Pension planning apathy
2 September 2015
More than ten million pots are being left largely unmonitored Individuals are living longer, meaning that savings have to fund a longer period of retirement. However, there has been...
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Pensioner scams
2 September 2015
Financial fraudsters using reforms to target retirees Changes to the pension rules are creating new opportunities for scams. Be cautious of anyone approaching you with advice on...
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Suits you sir!
2 September 2015
Over-50s changing the way they work in later life If you are approaching your 50s, you may be considering your retirement options. Perhaps you want to work flexible...
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Parents massively underestimate student debt
2 September 2015
Helping children financially through university may mean resorting to drastic measures Parents are still very much in need of a...
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Funding a comfortable retirement
2 September 2015
Taking stepsnto plan for a better future Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on...
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Staying connected trumps priorities
2 September 2015
Only 39% considered providing financial security for their family as essential Britons consider having an Internet connection and mobile phone...
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Rising care needs for retirees
2 September 2015
People going into care could face bills in excess of the total pension pot they retired with With the number...
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Mind the gap
2 September 2015
Widening void between the ‘haves’ and ‘have nots’ Rising incomes and savings pots among UK families are masking a widening gap between the ‘haves’ and ‘have nots’,...
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New domicile rules
2 September 2015
Significant structural changes introduced from 6 April 2017 Permanent non-dom tax status will be abolished from 6 April 2017. The...
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Cash Flow Modelling
2 September 2015
Visualising your financial future In order to develop your financial plan, you need clarity over your goals, your objectives and your motivations. Cash...
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Unlocking cash in your home is it right for you?
2 September 2015
Funding a pension shortfall or meeting an unexpected expense Rising incomes and savings pots among UK families are masking a...
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Estate matters
2 September 2015
Structuring your affairs efficiently means starting the correct planning early enough Inheritance tax (IHT) is payable by some people who,...
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The critical factor
2 September 2015
Choosing the right cover can help ease your financial pressures You really need to find the right peace of mind...
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Stakeholder pensions
2 September 2015
Meeting government standards Stakeholder pensions are a type of personal pension. They have to meet certain government standards to ensure...
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Taxing times
2 September 2015
How the taxman treats investments Different investments are subject to different tax treatment. The following is based on our understanding,...
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Changing work patterns
1 July 2015
Over-50s retrain for later life retirement funding Nearly two thirds of over-50s workers would consider retraining so they could work...
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Accumulating wealth for your children or grandchildren
1 July 2015
How to give them a financial head start in life as they grow up in the modern world Anyone with...
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Passing on your pension savings
1 July 2015
It’s never been more important to plan whom you’d like to inherit them Your pension is your life savings you’ve...
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Compulsory financial advice
1 July 2015
Two-thirds of people aged 55 and over believe financial advice should be compulsory at retirement Two-thirds (65%) of people aged...
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