Category: All News

Make the most of your investment opportunities To make the most of your investment opportunities, it’s your goals that count, so keep them firmly in mind when you make financial decisions. It’s important to take a consistent, long-term strategy to build a more secure financial future through steady purchases of well-diversified investments. Main types of… Continue reading Building a more secure financial future

Do you have any forgotten or lost pension policies? It’s not always easy to keep track of a pension, especially if you’ve been in more than one scheme or have changed employer throughout your career. The extent to which pension policies are being forgotten has been revealed in research from Aviva. A survey of almost… Continue reading Misplaced pension pots

Why monitoring the value of your pensions is important A lifetime allowance puts a limit on the value of pension benefits that you can receive without having to pay a tax charge. The lifetime allowance is £1 million for the tax year 2016/17. Any amount above this is subject to a tax charge of 25%… Continue reading Take your pension to the max

Take full advantage of tax relief – annual and lifetime limits Pensions are a highly tax-efficient form of saving, and if possible you should take full advantage of funding your pension contributions to the maximum allowable. You receive tax relief on contributions that you pay into your pension. Tax relief means some of your money… Continue reading Pension power

 Making sure you can sustain the level of income you need From stopping work altogether to a slow and gradual reduction of commitments – retirement means different things to different people. Making sure you can sustain the level of income you need as you move away from full-time employment or your business interests is key… Continue reading Looking ahead to your retirement years

Making the most of your money to achieve your financial objectives To be in a position to navigate the financial aspects of your unique life’s journey, you need to regularly track your progress towards key goals such as paying off your mortgage, buying a second home, building a retirement fund or setting up an Inheritance… Continue reading Assessing current and forecasted wealth

How to look forward to what you want to accomplish When was the last time you wrote down your goals? More importantly, when was the last time you revisited them? A new year can be seen as a fresh start and a marker to look forward to what you want to accomplish – personally, professionally… Continue reading What are you planning for in 2017?

Strategies to meet some of the most pressing global challenges ahead Sustainable investing has gathered momentum across the world in the past decade as investors look for financial returns while helping to achieve a positive impact on the world around them. Long viewed as a niche asset class catering to wealthy individuals and institutions that… Continue reading Sustainable investing

Are we seeing the return of inflation? It has been easy to grow complacent about inflation in recent years. The rate of inflation has remained stubbornly low, but could inflation be finally returning to Western economies, aided by the ‘Trumpflation effect’? Concerns about inflation were already on the rise, and Donald Trump’s victory in the… Continue reading Portfolio protection

Out of sight, out of mind The extent to which pension policies are being forgotten has been revealed in research from Aviva. A survey of almost ten thousand people who hold a pension has revealed that just under one in eight (13%) admitted they have at least one pension that they had forgotten about[1]. This… Continue reading Forgotten pensions