Reducing your family’s inheritance tax bill
3 July 2012
Let us help you find the right wealth structure or combination of structures Inheritance tax (IHT) doesn’t only affect the...
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‘Golden age’ of pensioners
3 July 2012
Only a quarter of Britons believe they will be better off than their parents when they retire Research from Schroders...
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Are you unprotected and at risk of financial hardship?
3 July 2012
Put some shock absorbers in place to deal with the unexpected Awareness of ‘protection’ products is high but a worrying...
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Long-term care costs to hit £38bn a year by 2025
3 July 2012
Increases would be even higher if the effects of inflation were taken into account The Future of Long Term Care...
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Flexibility in retirement
3 July 2012
Gain more control over when and how you can use your retirement savings A practical consequence of living longer is...
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Pensions roulette
3 July 2012
Retirees tap into savings earmarked for retirement More than a quarter (27 per cent) of UK adults with a private...
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Could you be entitled to a higher level of retirement income?
3 July 2012
If you have underlying health conditions you should talk to us Nearly three quarters (72 per cent) of UK adults...
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Spreading risk in your portfolio
3 July 2012
One of the principal tenets of spreading risk in your portfolio is to diversify your investments whatever the time of...
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Unit trusts
3 July 2012
Participating in a wider range of investments Unit trusts are collective investments that allow you to participate in a wider...
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Reducing the overall level of investment risk
3 July 2012
The volatility experienced in global markets over the past six years has tested the nerves of even the most experienced...
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7 steps to surviving investment volatility
3 July 2012
Many investors may have had a roller-coaster ride recently. Fallout from the eurozone crisis has created the most turbulent period...
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Personal pension plans
10 May 2012
Providing retirement benefits based on the accumulation of a ‘pot’ of money A personal pension plan is a type of defined...
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Changes to State Pension age
10 May 2012
Helping to manage the cost of State Pensions because of increasing life expectancy In his Autumn Statement, on 29 November...
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Getting the best annuity
10 May 2012
How to substantially increase your pension income The annuity market is very competitive and rates differ between annuity providers. You...
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Tracing a personal or occupational pension scheme
10 May 2012
It can be easy to lose track of a pension if you change jobs through your working life If you’ve...
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Are you saving enough now to live well in years to come?
10 May 2012
The closer you get to retirement the greater the need to talk to us Retirement is something we all look...
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Eradicate any financial worries by protecting your income
10 May 2012
Choosing the right solutions that are most relevant to your current lifestyle is the key Most of us don’t like...
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Is it time to get more flexible with your money?
10 May 2012
Remove the cap on the retirement income you can take Pension legislation is always on the move and keeping up...
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Picking the right balance of assets for your portfolio
10 May 2012
Keeping track of lots of individual assets can be a daunting task Picking the right balance of assets for your...
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