by ross | Sep 14, 2026 | Uncategorised
Reconsidering how to use pension savings and pass wealth to the next generation It is increasingly important to consider pensions alongside other assets when planning For families with substantial pension savings, the rules are changing. From 6 April 2027, most unused...
by ross | Sep 14, 2026 | Uncategorised
Are you and your partner ready for retirement? Why couples should talk about pensions and retirement plans Many couples plan their holidays, household budgets and major purchases together, yet pensions and retirement can be overlooked. Research suggests that fewer...
by ross | Sep 14, 2026 | Uncategorised
What I wish I’d known before I retired Nearly a third of retirees say their standard of living is worse than before retirement Retirement is often imagined as a chance to relax, travel and spend more time with family and on hobbies. However, new research suggests the...
by ross | Sep 14, 2026 | Uncategorised
Why investment diversification matters in an uncertain world Geopolitical tensions, trade disputes and energy shocks can quickly affect markets Diversification enables investors to avoid putting too much of their financial future at risk. Investing always involves...
by ross | Sep 14, 2026 | Uncategorised
Autumn Budget 2026 tax watch With the main taxes ruled out, attention is shifting to other revenue generators As Chancellor John Healey delivers his first Autumn Budget on 28 October 2026, the government faces a difficult balancing act. Prime Minister Andy Burnham has...
by ross | Sep 14, 2026 | Uncategorised
Safeguarding your retirement wealth From cold calls to fake investments, recognise the warning signs of pension scams Imagine losing your entire pension pot in the blink of an eye. Years of hard-earned savings could vanish after a seemingly convincing investment...
