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Later LifePensions & Retirement

Will I be able to retire when I want to?

Financial planning and advice for the “unretired” The changes in the retirement landscape mean that many people today are having to adjust their outlook towards retirement. With more people living longer, expectations of retirement are being reshaped and there is no longer a one-size-fits-all approach to retirement planning. To different people, retirement means different things. Retirement offers the gift of…
Jen Paice
May 2, 2022
Later LifePensions & Retirement

‘Job for life’ a thing of the past

Most millennials and Gen Z have two or more pension pots If you’ve worked multiple jobs over the years, you may have been auto-enrolled into a number of pension plans by past employers. You might also have a few pension plans that you opened yourself. Keeping track of all your plans’ policy numbers and knowing exactly how much is in…
Jen Paice
April 27, 2022
Savings & Investments

“Time is money”

Five principles of investing everyone should know Are your investments working as hard as they could be? With so many options out there, it can be confusing. We can help you navigate your options and provide a personalised recommendation based on your investment goals. The following five principles will help you get on top of some key issues that affect…
Jen Paice
April 25, 2022
Budgeting & Financial habits

Improving your financial health

Staying on track to achieving specific financial goals All of your financial decisions and activities have an effect on your financial health. To help improve your financial health during this period of rising inflation and interest rates, we look at three areas that could help keep you on track to achieving your specific financial goals. Beat the National Insurance rise…
Jen Paice
April 18, 2022
Budgeting & Financial habits

Cost-of-living crunch

Savers still recognise the importance of long-term planning Britain’s cost-of-living crunch has hit the country hard, with inflation at its highest level in three decades, petrol prices spiralling, retail price increases rising to their highest levels in ten years and, most recently, Ofgem announcing a 54% price hike in energy bills affecting 22 million households. Chancellor Rishi Sunak has been…
Jen Paice
April 13, 2022
Estate & TaxFamily

Extending the scope of the trust register

Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even…
Jen Paice
April 11, 2022
Pensions & Retirement

Beyond profit

How green is your pension? The consequences of inaction on climate change are now impossible to ignore. Every company has an impact on the world around us. And by investing in them, so do we. From devastating wildfires ripping through several countries, the aftermath of Storm Ida that caused unimaginable flooding across the northeast of the US, storm Arwen that…
Jen Paice
April 6, 2022

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