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Waverton Wealth

Podcast – Pensions with Intention

Our first podcast episode “Pensions with Intention” is here! This episode features two guests who are seeking to empower and engage people with their pensions, investing for a better retirement and a better world to retire in. Join us for our discussion with David Hayman from the Make My Money Matter campaign and our very own Jason Hemmings, partner at Waverton and…
Waverton
August 28, 2020
Pensions & Retirement

Mind the knowledge gap

Some people still struggle to make informed retirement decisions The decisions made at retirement are big ones and have long-term consequences. Many spend years accumulating a large amount of money in pensions and other savings, but really don’t know what that might mean, how much income they can reasonably expect to receive and how best to take that income. It…
Waverton
August 27, 2020
Family

Rise of the female breadwinner

Women now earn the most in one-in-four households The proportion of female breadwinners is steadily rising but the trend could be knocked off course by the coronavirus (COVID-19) crisis. Women out-earn male partners in almost a quarter of households, up from a fifth 16 years ago, according to new research. The findings show a shift in the traditional earning dynamic…
Waverton
August 25, 2020
Pensions & Retirement

Retirement freedoms

Ensure your future income will allow you to enjoy the lifestyle you want Preparing for retirement is like getting ready for a journey – it never goes quite as planned. But the better the plan, the better the outcome. When things go wrong, you want to have the flexibility to adapt to changing circumstances. You never know what retirement will…
Waverton
August 19, 2020
Estate & TaxPensions & Retirement

Planning a move abroad?

Undertaking what is required takes a great deal of thoughtful consideration You’ve always dreamed about living abroad, but how do you make that a reality? The first practical step is to think about where you are in your life and weigh up which options are available to you. Factors like your age, financial situation and skill set will come into…
Waverton
August 13, 2020
Pensions & Retirement

Top 10 countries to retire abroad

Living in a place where the lifestyle and cost of living matches your financial situation Are you ready to spend your golden years in comfort, style and maybe even a bit of luxury? As a retiree, you’ll want to be able to live in a place where the lifestyle and cost of living matches your financial situation. It goes without…
Waverton
August 11, 2020
Savings & Investments

How sustainable is your portfolio?

Increased investor focus on environmental, social and governance considerations Environmental, social, and governance (ESG) issues continue to be a priority for many investors. Your values define you. But do your investments reflect who you are? Increasingly, investors are urging companies to build ESG considerations into their long-term strategy, bringing it up during engagements and using shareholder proposals to force companies…
Waverton
August 6, 2020
Property

Freeing up extra money

Home is where the heart and tax-free wealth is! Preferring to remain in their own homes for as long as possible is, for many people, increasingly becoming an important part of how they view older age. There may be several reasons for this: to keep the family home, stay close to friends or remain in comfortable and familiar surroundings. The…
Waverton
August 3, 2020

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