Wealth needs managing – now more than ever Achieving your financial goals through investing, and one size does not fit all While we hope volatility is less elevated this year, financial markets and the economy could still remain at the mercy of COVID-19 developments....
Investing during retirement Why it’s important not to view your portfolio with an element of finality Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to save and prepare for your retirement, and now you’ve finally...
Planning to leave a family legacy? Impact of coronavirus (COVID-19) on Will making We are living in extraordinary times right now, in the grip of a global coronavirus (COVID-19) pandemic. Many people are concerned to ensure that their affairs are in order and that...
Delaying retirement Pandemic forcing a widespread rethink of retirement plans The coronavirus (COVID-19) pandemic crisis has thrown some of the nation’s retirement plans up in the air. As a result, a number of people over 50 and in work are set to delay their...
Rewritten retirement rules Looking to discover what you can do with your pension pot? In 2015, the retirement rules were rewritten. The rules, which came into effect from 6 April 2015, have changed the way people take money out of their pensions, with new freedoms and...
Silver splitters Financial fall-out of divorcing in middle age While the number of couples divorcing has decreased in recent years[1], with 91,299 cases in 2018 compared to 102,007 in 2017, the cohort of couples deciding to split in later life is on the rise. Also,...
