Accessing your pension safely, without unnecessary costs and a potential tax bill With the biggest pension reforms in a lifetime rapidly approaching on 6 April, are you ready for how these reforms could potentially affect you, whether now or in the future? The wide media coverage that followed the 2014 Budget announcements talked of pensions… Continue reading Pension freedoms what could they mean to you?
Category: News
Make writing your will your top 2014 New Year resolution
Save your loved ones from any additional stress at what is likely to be a very difficult time As much as we might not want to think about it, we are all going to die one day. Most of us know that we should write a will, but most of us never get round to… Continue reading Make writing your will your top 2014 New Year resolution
Are you making the most of your finances?
Keeping your tax bill to a minimum is not a matter of aggressive or complex tax schemes During this period of austerity, why pay more tax than you need to? Sensible tax planning is an essential tool in making the most of your finances. Keeping your tax bill to a minimum is not a matter… Continue reading Are you making the most of your finances?
Safeguarding your income and family wealth
We can help provide significant peace of mind to you and your family What would happen to your family if something were to happen to you or your partner? We all want to protect what’s important to us. And while most people recognise the importance of taking out insurance to cover valuable possessions such as… Continue reading Safeguarding your income and family wealth
Choosing the retirement option that’s right for you
The freedom to choose how and when you access your pension Your retirement should be something to look forward to, not worry about how to make ends meet. Whatever you want to do, understanding how to build up enough retirement savings and how pensions work should help you achieve your goals. Your accumulated pension pot… Continue reading Choosing the retirement option that’s right for you
‘Save smart’
Focused on managing costs We’re becoming increasingly good when it comes to cost cutting, according to the latest findings of an annual online survey from long-term savings and investment specialist Standard Life by YouGov PLC. Today, more than 9 out of 10 of us (92%) actively manage our costs to make our money go further. There has been a… Continue reading ‘Save smart’
‘Silver-splitters’
More couples are deciding to part later in life Divorce is not purely exclusive to the young or middle-aged, and we’re seeing a steady increase in what have been dubbed the ‘silver-splitters’ – couples who are deciding to part in later life. This growth in ‘silver-splitters’ brings into sharp focus the impact divorce can have… Continue reading ‘Silver-splitters’
It’s easy to lose track of pensions
Helping you take full control of your retirement savings People change jobs, employers change their names but, more importantly, we all forget things from time to time. With that in mind, it is easy to lose track of pensions that you have paid into over the years. If you do not actively look for your… Continue reading It’s easy to lose track of pensions
Baby boomers’ top five biggest financial regrets
New survey reveals how some approaching retirement wished they had made different choices Not saving enough for retirement is the biggest financial regret among those aged 55 or over (today’s baby boomers), according to the findings of an annual online survey from Standard Life by YouGov Plc. Nearly one in five (18%) baby boomers said they… Continue reading Baby boomers’ top five biggest financial regrets
What’s your number?
Make sure your pension is on track to grow enough to support you in retirement Do you know how much your pension is worth? Do you know how many you have or where they are? How about the type of funds they’re invested in or how much risk is involved? I f the answer to… Continue reading What’s your number?
