Blog

Our Blogs

Browse our blog posts below.

Tracker funds and exchange traded funds

Market index following the overall performance of a selection of investments Tracker funds and exchange-traded funds (ETFs) are investments that...
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Ethical saving and investing

Making the world a betterplace  Whether it’s termed ethical, responsible or sustainable investing, the aim is generally the same. It’s investing your money in...
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ISA rules and Inheritance Tax

Families set to pay millions in unnecessary tax There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially...
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Countdown has commenced

Are you on track to a financially secure retirement future? When you are at the point of retiring, the new...
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Maximising retirement income

Time to start looking at accessing your pension? Income drawdown is a way of using your pension pot to provide...
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Investment choices

Which is the right approach for you? The world of investing can seem daunting. Whatever stage of life you’re at,...
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Eyes wide shut

Do you know the value of your pension savings? With people living longer than ever before, we all need to...
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Do you have protection if the worst should happen?

Nine in ten Britons are in danger of financial hardship–so what cover do you need? Britons are woefully under-protected should...
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Retirement savings leap

But one in five young people still saving nothing The number of under-30s saving enough for retirement has risen sharply...
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Protecting yourself from scams

Fraudsters are using sophisticated ways to part savers from their money Pension and investment scams are on the increase in...
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Pension paralysis

Saving not found to be a financial priority for UK workers Worryingly, pension inertia is rife across the UK with...
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Taking early retirement

Making the most of the next chapter in life With increasing numbers now working past traditional retirement ages, stopping work...
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‘Pretirement’

Half of pensioners plan to work past retirement age The onwards march of ‘pretirement’ – where people scale back on work or slow their retirement plans down rather than...
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Pensioner debt

Worrying increase on last year’s figure The over-65s in the UK are expected to owe around £86 billion by the end of 2018, according to...
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Averting a later-life financial crisis

More retirees drawing pensions without LPAs People are generally living longer these days. Increasingly, more people are living well into their 80s and 90s –...
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Protecting you and your family’s finances

Top reasons people gave for not taking out protection There are many things to consider when looking to protect you...
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When I’m gone

How a simple list can help your loved ones after your death Although it may not feel like it, your...
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To transfer, or not to transfer?

More than 100,000 people transferred out of Defined Benefit (DB) pensions in 2017/18. A DB pension scheme is one where...
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Driving towards the next phase of your life

Getting the date right can help you reach your destination sooner At some point you’ll say ‘goodbye’ to your co-workers,...
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Back to the future

Visualising what really matters to you is the key to the planning process Have you ever thought about writing a...
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