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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…

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Investment 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…

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5 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…

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What 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…

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3 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…

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Are 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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Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

The Magnificent Seven might conjure up images of the 1960s Western film or its 2016 remake, but there’s a new group in town – seven technology companies that outgained the market in 2023. Read on to find out more about…

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