Monthly Archives: August 2017

Family succession planning

Taking advice early and developing a personal financial plan is crucial to meeting long-term goals Succession planning may be one of the most challenging experiences facing any leader, especially an entrepreneurial business person who has built a family business from

Posted in Wealth planning

Shopping around for a better deal

Consumers lost £130 million by sticking with the same pension provider in 2016 New research finds consumers could be missing out on thousands of pounds in retirement by not shopping around for their pension product. This means their pension pot

Posted in Retirement

Long-forgotten plans

Managing your pension savings effectively and efficiently from a single pot If you’ve worked for two or three different employers, it’s possible you could have a workplace pension from each of them. You might also have set up a personal

Posted in Retirement

Long-term investing

How to fund a fulfilling life beyond our working years Healthier lifestyles and medical advances mean that many of us can expect to enjoy longer lifespans than previous generations. However, this creates a significant challenge both for society as a

Posted in Investment

State Pension age rise brought forward

Finding a balance between funding and being fair on future generations of taxpayers Will you be one of the millions of workers that will have to work an extra year before retiring after the Government announced that it would be

Posted in Retirement

Investing for income

How certain innate behavioural traits influence our decision-making With historic ultra-low interest rates on savings, many investors over the past decade have turned to income-paying funds as an alternative to cash-based savings. Changing life plans and priorities mean we now

Posted in Investment