4 reasons to switch pension providers to boost your retirement savings (and 3 things to do first) Do you know who your current pension provider is? If so, do you know why you chose them? Even when you’re making regular pension contributions, these may not be things… read more
Why opening a pension for a child before they start school can unlock powerful growth It really is never too soon to start investing through a pension. You may not be thinking about the retirement lifestyle that your children or grandchildren will enjoy quite yet,… read more
Guide: Behavioural biases, and how they affect your financial decisions Our latest guide is in partnership with Neil Bage, founder of Be-IQ, a fintech company focused on behavioural insights. The guide gives a fascinating overview of how our behavioural biases… read more
Budget 2021 – The winners and losers A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 billion package sounded significant, it’s a sum that has paled… read more
Your 2021 Budget summary On Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of the economy and the government’s spending plans. The World Health Organization declared… read more
The 2020/21 end of the tax year guide The current tax year will end on 5 April 2021, a date when many allowances and tax breaks will reset. In some cases, it will be your last chance to… read more
Has the pandemic changed your outlook on life? A client approached me for advice this week. She was worried about money. Her husband was the main breadwinner and his income had dropped significantly during the pandemic. As we… read more
Investment market update: December 2020 2020 was a year marked by volatility and uncertainty. With everything that was going on, you might think that investors finished the year with losses. Yet, world markets ended the… read more
10 motivational books to help you get the most out of 2021 What are your plans for 2021? Staying motivated when you’re working towards a goal can be challenging for everyone, but these ten books can provide a boost when you need… read more
Protecting your business: What you need to know about key person insurance If you’re a business owner, there will be plenty on your mind. From the day-to-day tasks to a long-term strategy, you’ll need to make many decisions. But if you or… read more
Have you prepared emotionally for retirement? Have you started preparing for retirement yet? If you’re nearing this milestone you may have contemplated whether your pension will be enough and how you’ll create an income. It’s often… read more
Beware of pension trap when accessing your pension before retirement For most people, their pension becomes available at the age of 55, rising to 57 in 2028, even if they plan to work past this point. It means you can… read more
