Millions change retirement plans post–EU vote

Turbulence in the economy has left many feeling confused

The UK’s decision to leave the EU has left over two million[1] people planning to change their retirement plans. Continue reading…


Pension booster

Setting goals for retirement

Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research.

The Set the Right Goals study from Zurich UK found that those that set specific goals for when they are aged 65 or over are more likely to save, putting aside approximately 7% of their salary into their pension compared to 5% for those without. Continue reading…


Assessing current and forecasted wealth

Making the most of your money to achieve your financial objectives

To be in a position to navigate the financial aspects of your unique life’s journey you need to regularly track your progress towards key goals such as paying off your mortgage, buying a second home, building a retirement fund or setting up an Inheritance Tax trust. Continue reading…


Sustainable investing

Strategies to meet some of the most pressing global challenges ahead

Sustainable investing has gathered momentum across the world in the past decade as investors look for financial returns while helping to achieve a positive impact on the world around them. Continue reading…


Income matters

Providing the foundation for an exciting new chapter in your life

Nobody knows quite what the future holds. The good news is we are all living longer. Advances in medicine and healthier lifestyles have led to an increase in the average life expectancy of both males and females. Continue reading…


Forgotten pensions

Out of sight, out of mind

The extent to which pension policies are being forgotten has been revealed in research from Aviva. A survey of almost ten thousand people who hold a pension has revealed that just under one in eight (13%) admitted they have at least one pension that they had forgotten about[1]. This is equal to more than 2.5 million pension policies currently sitting in the back of people’s minds[2]. Continue reading…


Gender savings gap widens

Report findings suggest this trend is set to continue

Half of women (52%) are now saving adequately for their retirement compared to 60% of men, according to the latest Scottish Widows Women & Retirement Report. But while this maintains the record high levels achieved in 2015, the gap between men and women has widened since 2014 when 50% of women were saving adequately compared with 55% of men. Continue reading…


Delegating power

When you are unable to make your own decisions

More than two million Lasting Power of Attorney (LPA) registrations will have been filed by the end of 2016, with the number of appointments more than trebling between 2010 and 2015. Continue reading…


Investment outlook

Taking advantage of opportunities in 2017

After a game-changing 2016, the investment environment was not only mixed but characterised by uneven global growth and political events such as Brexit and the US elections. Continue reading…