All Archives - Page 18 of 19

The pension changes – How mistakes are still being made

July 3, 2017

Thanks to the changes in pension legislation that came into effect in April 2015, those who have defined contribution pension plans have more choice available to them than ever before. When they reach 55 they have a variety of options; they can leave their pension [...]

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Does how you invest reflect your generation?

April 3, 2017

The way we view our savings and investment reflects when we were born, to a remarkable degree. Those aged 51 to 70 (Baby Boomers), for instance, are more likely to feel that they have been particularly lucky with their cash. This generation saved hard for [...]

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60% of UK adults don’t have any form of life insurance

April 3, 2017

A recent survey has revealed that up to 60% of adults don’t have any form of life insurance. When asked why this is the case, the answers vary. Some people simply don’t want to think about life’s unexpected events and don’t believe it could ever [...]

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The peace of mind that protection policies can provide

April 3, 2017

A recent study shows that many families are overlooking the benefits that protection insurance policies can provide and the peace of mind they can bring. Life cover may be one of those things you’ve been meaning to sort out for a while but haven’t yet [...]

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LPA – why numbers are rocketing

April 3, 2017

There has been a huge rise in the number of Lasting Powers of Attorney (LPA) created, prompted no doubt by 2016 figures showing that dementia and Alzheimer’s disease have overtaken heart disease and cancer to become the biggest cause of death in the UK. Figures [...]

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Savers looking to mix LISAs with pensions

April 3, 2017

Savvy savers are planning to save both in their pension plan and in the Lifetime Individual Savings Account (LISA), following its launch this April. The new LISA has been designed as a savings vehicle for those aged 18 to 40 who want to save up [...]

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Gen O struggling to save

January 3, 2017

The ‘Ostrich Generation’, or Gen O for short (16-34 year olds), have got their heads in the sand when it comes to how they choose to spend and especially save their money. A recent survey¹ revealed that over half of Gen O regularly treat themselves [...]

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IHT planning for couples

January 3, 2017

From 6 April 2017, there is an important change to Inheritance Tax (IHT) that families need to be aware of so that they can plan their wealth effectively for the future. This change is often referred to as the ‘family home allowance’ but is more [...]

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Pension scams- More stolen than first thought

January 3, 2017

Pension scams have been in the spotlight since new freedoms have provided an attractive target for fraudsters. Scammers are becoming increasingly sophisticated, frequently targeting potential victims through emails, online banking systems, text messages and online transactions. Recently hackers stole money from 9,000 Tesco Bank current [...]

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Sustainable Income Levels

October 26, 2016

A frequent question from investors is “What is a reasonable level of income to expect from my investments bearing in mind inflation?” It has never been an easy one to answer because all predictions of future market behaviour are necessarily uncertain, even over the medium/long [...]

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