Fact Sheets

What do your retirement plans look like?

What do your retirement plans look like?

Pandemic sparks a surge in over-50s seeking professional financial adviceThe coronavirus (COVID-19) pandemic has sparked a surge in people over 50 seeking professional financial advice[1]. For many, a sudden shift in their financial status has been overwhelming. Money...

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Significant impact on retirement prospects and planning

Significant impact on retirement prospects and planning

£5.3 billion lost from over-50s’ retirement pots throughout the course of the pandemicOver-50s workers in the UK could have a £5.3 billion hole in their collective pension pot due to cutbacks on retirement savings over the course of the pandemic, according to new...

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Planning for the road ahead

Planning for the road ahead

Gen Z’s caring nature supporting both themselves and loved onesYounger generations deserve much more credit for planning ahead and beginning to think about retirement when it will still feel so far away for them, according to new research[1]. The pandemic will likely...

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Pandemic triggers shift to saving

Pandemic triggers shift to saving

People thinking more about their spending and financial prioritiesThe coronavirus (COVID-19) pandemic has lead to more people re-thinking how they spend and manage their money, with more than half (51%) now prioritising saving for an unexpected event or loss of...

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Is freedom today hurting freedom tomorrow?

Is freedom today hurting freedom tomorrow?

Tax-free cash allowances putting some retirements at riskA new study has identified that Britain’s future pensioners are putting their retirement future at risk by withdrawing cash from their pension pots while still in the accumulation phase[1]. The findings were...

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The power of a plan

The power of a plan

How to create a personal financial plan in 8 stepsWhen thinking about your future financial wellbeing, it can be helpful to consider a plan. It is a good idea to have a clear sense of what you want from life and use this as a guide for making important decisions. A...

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Planning for early retirement

Planning for early retirement

What are the financial consequences to stopping work in your 50s?Early retirement may be the ultimate dream for some, but the coronavirus (COVID-19) pandemic made it the only option for many. Figures from the Office for National Statistics show that over-50s had the...

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Pensions and retirement still remain a taboo

Pensions and retirement still remain a taboo

When it comes to marriage and money, it’s good to talkMillions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research[1]. More than three-quarters (78%) of non-retired married[2] people do not know what their...

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How can I protect my money from inflation?

How can I protect my money from inflation?

Five questions to ask before inflation really takes off‘How can I protect my money from inflation?’ is a question that many people may be asking themselves right now. In the current economic climate, rising inflation is becoming a concern for people with savings and...

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Festive gifts that teach children the value of money

Festive gifts that teach children the value of money

Why parents should look to Christmas investment gifts intstead of toysWith the festive season approaching, have you thought about gifting your children or grandchildren something different this year? Giving them a good start in life by making investments into their...

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