Fact Sheets

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

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

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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Revolutionising the retirement landscape

Revolutionising the retirement landscape

Navigating complex decisions to shape your retirement financesPension freedoms have put a greater onus on people to keep themselves informed of their options when it comes to accessing their pension money. However, little knowledge and understanding of the rules could...

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Millennials look to build long-term wealth

Millennials look to build long-term wealth

Giving up on cash altogether, disillusioned by today’s dismal savings ratesThe number of people in their 20s and early 30s choosing to invest in a Stocks & Shares Individual Savings Account (ISA) prior to the coronavirus pandemic outbreak increased according to...

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Divest or engage?

ESG matters are increasingly important in both retirement and investment planningEnvironmental, social and corporate governance issues are increasingly in the news, with some high-profile companies facing public scrutiny, corporate action or litigation. In a world...

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Caveat emptor: ‘let the buyer beware’

Increase in victims of financial scams related to COVID-19As a result of the coronavirus (COVID-19) pandemic, there has sadly been an increase in the number of fraudsters exploiting people’s fears, targeting pension savers, investors and online consumers. New research...

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10 tips to achieving your financial goals

Time to diagnose your money situation with a financial health check?Even if you have a solid financial plan in place, it still needs to be updated regularly to ensure it reflects any life changes. But what should your priorities focus on now? Is it time to turn your...

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