Monthly Archives: August 2015

Pensioner scams

Financial fraudsters using reforms to target retirees Changes to the pension rules are creating new opportunities for scams. Be cautious of anyone approaching you with advice on how to invest your pension. Almost one in ten pensioners has been targeted by

Posted in Retirement Tagged with: , , , , , , , , ,

Pension planning apathy

More than ten million pots are being left largely unmonitored Individuals are living longer, meaning that savings have to fund a longer period of retirement. However, there has been a well-documented decline in pensions saving over time. Many people do

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Taxing times

Reduction in the amount those with income of more than £150,000 can contribute tax-free to pensions each year A gradual reduction in the tax-free limit on pension contributions from the current £40,000 a year to £10,000 for high income individuals

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Banking on an inheritance

One in three Britons rely on a cash windfall to fund their retirement plans Anticipated inheritances often don’t materialise. But one in three working Britons (35%) are still relying on an inheritance in order to achieve a stable financial future.

Posted in Inheritance Tax Tagged with: , , , ,

Investing

Six principles to consider Successful investing involves making choices that meet your unique needs today and your financial goals for the future. Your personal circumstances will affect your decisions every step of the way. Whether you are saving for a

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Changing financial attitudes

New priorities increase the protection gap Many Britons consider that having an Internet connection and mobile phone is a greater financial priority than protecting their mortgage and income, according to new research. The economic downturn in previous years, low interest

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