Fact Sheets

Retirement Savings Longevity

Are you facing a pensions challenge?We all want to ensure we have sufficient funds when we retire so we can spend our time the way that we want to. But how realistic are your current retirement plans? Our average life expectancy will soon exceed 90 years for the first...

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Lifestyle Protection

One in five self-employed and contract workers unable to survive a week without workThe world of work has changed enormously over the past 20 years. Being self-employed, freelance or working on a contract basis has become the norm for all sorts of professions....

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Inflation Matters

One of the biggest threats to the health of your investment portfolioIf you’re investing – especially for major goals years away, such as retirement – you can’t afford to ignore the corrosive effect rising prices can have on the value of your assets. Is inflation...

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Have You Planned for the Unexpected?

One in eight homebuyers don’t discuss their protection needsBuying a property is usually the biggest financial obligation many of us will take on in our lifetime, and it’s an obvious moment to pause and consider our protection needs. The most common types of mortgage...

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Discover a Clearer Financial Future

Professional financial advice tailored to youIt’s a common fallacy that only those who are wealthy have any need for professional financial advice. Regardless of how careful you are with your money, dealing with the tricky intricacies of taxation, investments and...

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ISA Returns of the Year

Time to explore your ISA options?An Individual Savings Account (ISA) enables you to save in a simple, tax-efficient way, while generally giving you instant access to your money. This gives you short, medium and long-term saving options, and with the end of the current...

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Retiring Abroad

Prior preparation is key for a smooth transition into your new lifeIt’s a dream for many that after years of hard work, it’s finally time to travel to far-off lands and enjoy your retirement without worrying about finances. With some planning beforehand, the dream of...

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Pension Freedoms

Retirees now have a whole host of new optionsThe pension freedoms, introduced on 6 April 2015, have given retirees a whole host of new options. There is no longer a compulsory requirement to purchase an annuity (a guaranteed income for life) when you retire. The...

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Life Is Full of Uncertainties

If the worst were to happen, would your bills still get paid?Everyone should consider protection, even those who don’t have a family or a mortgage! Unless they have substantial savings or inherited wealth, most people rely on their salary to pay for everything. Over...

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Estate Protection

Preserving your wealth and transferring it effectivelyEstate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation....

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