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Financial Planning Week: A Chance to Plan Your Financial Future
Financial Planning Week: A Chance to Plan Your Financial Future Today marks the start of the The Chartered Institute for Securities & Investment (The CISI) Financial Planning Week, an annual event dedicated to raising…
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4 recent pension changes that could affect your clients
Understanding your pension empowers you to feel secure about your long-term future – and that is also true of your clients. However, Money Marketing reports that 24% of over-55s feel unsure about the different options and rules…
Read moreInvestment market update: March 2024
While inflation continues to be a challenge for many economies, there are positive signs in the UK and around the world. Read on to find out what may have affected stock markets and your investment portfolio in March 2024. Remember,…
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6 in 10 Brits are unaware their pension is usually outside of their estate
Many people could be omitting a useful way to pass on assets when they die because they aren’t aware that pensions usually fall outside of their estate. It could also mean some have failed to name a beneficiary for their…
Read more5 practical tips that could help you set realistic financial goals
Setting goals is part of creating an effective financial plan. They can motivate you, keep you on the right track, and help you define what “success” is for you. As your plan might cover decades, it can be difficult to…
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Running out of money tops retirement concerns, but financial planning could bring peace of mind
If you’re concerned about running out of money during retirement, you’re not alone. In fact, it’s one of the top financial concerns in the UK. Being proactive and working with a financial planner to create a retirement plan could offer…
Read moreWhat you need to know about taking your pension tax-free lump sum in 2024/25
Taking a tax-free lump sum from your pension could be a fantastic way to kickstart your retirement plans. If it’s something you’re thinking about, it’s important to consider the long-term implications and understand how much you could withdraw from your…
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Retirement planning: Bringing together your goals and finances
Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be unsure how to bring everything together, but a bespoke financial plan could put your mind at ease. Over the last…
Read more3 simple reasons people who work with a financial planner have a better quality of life
You may think that the benefits of financial advice are purely monetary, but there can be many wider benefits to your clients’ lives as well. Indeed, as reported by FTAdviser, 2 in 5 of those who see…
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Have you overlooked speaking to your beneficiaries as part of your estate plan?
You may already have your estate in order and have written your will accordingly, but have you overlooked the value of speaking to your beneficiaries? A new report by PIMFA suggests that 58% of people in the…
Read moreAre you risking a pension shortfall by overlooking longevity?
A survey suggests that some retirees could risk running out of money during their lifetime because they haven’t considered how long their assets need to last. Failing to factor longevity into your retirement plan could mean your later years don’t…
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Investment market update: February 2024
While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which could pave the way for interest rate cuts later this year. To reflect this, the OECD has lifted its 2024…
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