Fall in Love With Your Pension Pot

Maybe Valentine’s Week is the ideal time to rekindle your passion for saving and ensuring you can run off into the sunset with your pension.  Why not use this article as an ideal opportunity to foster a deeper connection with your pension savings? We are here to explore strategies that will help you build a […]

Hoping to Retire Early?

Planning ahead for Financial Stability During Retirement Early retirement is an ultimate life goal for most, but achieving this dream requires more than just wishful thinking. It needs a proactive approach to financial planning, including various aspects, from pension pot management to lifestyle considerations. This article explores these various elements, providing a thorough guide for […]

The Risky Business of ‘Do-It-Yourself’ Retirement

As you approach the milestone of retirement, imagining your future lifestyle is the first step toward a fulfilling and secure post-work life. However, the growing risk of DIY retirement strategies in the rapidly changing economic landscape of 2024 cannot be overlooked. In the midst of market uncertainties and evolving pension schemes, it is crucial to […]

The Season of Giving

Charitable Trusts and Wills As the festive season wraps the UK in a spirit of generosity, it’s heartening to reflect on the nation’s philanthropic endeavours. The UK Giving Report 2023 highlights a record-breaking trend: individuals in the UK generously donated £12.7 billion to charity in 2022, an increase of £2 billion or 18.7% from the […]

The ‘Pension Pot for Life’ Plan

Do you know how many pension pots you have? Do you keep on top of them all? Do you know where they are invested? These questions resonate with many, and for many the answer is ‘no’. The average person now changes jobs 12 times in their lifetime, often leading to a collection of various pension […]

To Withdraw or Not to Withdraw

Making Informed Decisions About Your Pension Pot Your pension pot represents a lifetime of earnings set aside to support a comfortable retirement. As you approach this significant phase, critical decisions beckon — foremost among them is whether to withdraw from your pension pot, and if so, how? This guide aims to clarify informed decisions that […]

Tailoring Financial Goals to Your Lifestyle

In a world where financial uncertainties loom at every corner, achieving a sense of financial security might seem like chasing a fantasy. The path to financial security is often littered with hurdles of debt, unexpected expenses, and the daunting cloak of economic downturns. In the UK alone, a startling 39% of adults, equating to approximately […]

8 Things to Do If You’re Planning to Retire in the Next Year

As we enter the autumn season, the winds of change carry the promise of freedom for those eyeing retirement. The allure of free time, unburdened by the 9 to 5 routine, beckons. The financial landscape ahead requires careful planning to ensure a comfortable and worry-free retirement. For those on the cusp of this significant life […]

How Much Do You Need to Save for Retirement?

Pension Awareness Week 2023 Pension Awareness Week (11th-15th September 2023), is the opportune time to focus on one question universally echoed: “How much do I need to save for retirement?” While pensions and retirement planning encompass various aspects, a clear understanding of the figures you need can be the cornerstone of your retirement strategy. It’s […]

WHAT DOES THE ABOLISHMENT OF LIFETIME ALLOWANCE MEAN FOR YOU?

From April this year, the Government has announced the pending abolishment of the Lifetime Allowance on pension pots to keep more people in the workforce. Inshort, you can now earn more money for your retirement without incurring tax. But how will these changes affect you? The Lifetime Allowance Changes Overview When it comes to retirement […]