by ross | Jul 24, 2023 | Uncategorised
Are we entering an investment bond renaissance? Exploring why they are an attractive option to mass-affluent investors Onshore investment bonds typically carry a lower risk and contribute significantly to a well-rounded portfolio. Historically, numerous investors have...
by ross | Jul 24, 2023 | Uncategorised
Normal Minimum Pension Age update Essential information for your retirement planning A significant change is on the horizon that may affect when you can access your pension money. We’ll guide you through this change and its potential implications, so you can...
by ross | Jul 24, 2023 | Uncategorised
Price of adulthood Financial responsibilities increase significantly after 25 Paying essentials like utilities and council tax becomes a reality as young adults transition from student life to the workforce. The reality of financial responsibilities often accompanies...
by Richard Edwards | May 16, 2023 | Uncategorised
Securing an income stream for the rest of your life Deciding what to do with your pension fund can be a complex decision Are you approaching retirement age and have a pension fund that you need to decide what to do with? There are several options available to you, but...
by Richard Edwards | May 16, 2023 | Uncategorised
I have a Will, so why do I need a Lasting Power of Attorney? Making decisions in relation to your financial affairs, health and welfare It is critical to consider the potential consequences of not having a Lasting Power of Attorney (LPA) in place. Many people assume...
by Richard Edwards | May 16, 2023 | Uncategorised
Time to give annuities another chance? Nearly one million pre-retirees considering annuities Pre-retirees, aged over 55 and still in work, are considering annuities for the first time in preparation for their retirement, according to new research[1]. Nearly one...