Fact Sheets

Why seek professional financial advice?

Tackling problems, creating a plan, dealing with itWhether you’re starting out or well into your wealth creation journey, professional financial advice help you to define your goals and the path to getting there. It gives you a map and ongoing support to help you take...

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Planning for tomorrow, today

4 pension facts to help you create a happy and wealthy retirementThe future may seem far away. Regardless of your retirement goals, there are things you can do to increase your chances of success. It is important to look objectively at your plans and adapt them as...

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Life goals

Are you building the future you want?Creating a financial roadmap for the future you want involves a close analysis of your personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart...

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Can’t afford to retire

Getting your pension finances back on trackDo you know how much money you will need in retirement? What about how much you already have saved? Do you know what kind of income that might provide? Unfortunately the answer is ‘no’ for some people. When thinking about how...

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Over-50s with no pension provision

Over-50s with no pension provision

Consequences of not saving enough for retirement in our twilight yearsPlanning ahead for retirement will help ensure you’re on track to achieve the financial future you want. However, millions of retirees may face the prospect of living in poverty during their...

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Navigating the financial impact of COVID-19

Navigating the financial impact of COVID-19

How people’s physical health and financial well-being are being affectedNeedless to say, coronavirus (COVID-19) has had, and will continue to have, a major impact on our lives. It is not just impacting on people’s physical health but also their financial well-being....

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Happiness is freedom

With greater freedom comes greater responsibility‘The secret to happiness is freedom’ wrote the ancient Greek historian Thucydides. And with the introduction of the pension freedom rules, those aged over 55 now have far greater freedom of choice over how they use...

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Future financial health

Future financial health

Taking the time to take back control over retirement savingsWith all that has been going on in the world this year, for many people it’s been really difficult to feel as though they’re in control of much. However, some people have been in the fortunate position of...

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Funding Care

Funding Care

More of us can expect to require some form of long-term careWhether you are looking for care for yourself or a loved one, chances are that one of your first thoughts is going to be: ‘How much is it going to cost?’, swiftly followed by, ‘Who is going to pay for it?’...

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