Getting Retirement Ready Welcome to the July/August 2023 edition of Smart Money. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant [...]
Retirement can be an emotional time, many life changes are occurring and it’s very normal to feel a little bit strange. Financial questions and concerns are usually the main reason people don’t feel emotionally prepared to retire. It [...]
A trip of lifetime, more time with loved ones, securing financial freedom - these are just a few things people think of as you get closer to retirement. But what do you need to do to ensure you [...]
Sales of annuities have reached their highest level since 2014, surging 22% during the first three months of 2023 according to data from the Association of British Insurers (ABI), as more retirees look to lock-in deals with attractive [...]
Wealth Succession for Future Generations Welcome to the March/April 2023 edition of Smart Money. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth [...]
Putting life on hold Rising living costs and its affect on life choices and milestones Welcome to the September/October 2022 edition of Smart Money. In this edition, we will be focusing on saving and investing in the current [...]
Show me the money How to invest your money to avoid costly mistakes Welcome to the July/August 2022 edition of Smart Money. In this edition, we will be focusing on saving and investing in the current high-inflation environment. [...]
A question we are often asked by clients who are first considering their retirement plans is, ‘will my workplace scheme provide enough for my retirement?’. This question is of course specific to each individual. What lifestyle you want [...]
While much of the information around pension planning is orientated to those with dependents, there are many people planning their retirement who are not in this situation. For those who do not have dependents, the question we are [...]
Fed up with your nine-to-five? Sixty the most popular age to retire early Welcome to the May/June 2022 edition of Smart Money. In this edition, we look at what age many people are entering early retirement and the [...]
In the early years of your career your retirement can often feel like a far away prospect. You may have been contributing to a work or personal pension for some time, but have not given your long-term saving [...]
The traditional view of retirement as a fixed end to working life has, in many ways, been upended by the pandemic. On the one hand, many people are now looking at how they can take flexible or early [...]
