Blog

Search articles

Guide – Your retirement choices: how to generate an income in later life

Since Pension Freedoms were introduced in 2015, retirees have had more choice when they access their pension. However, it also means you have more responsibility for generating an income later in life and it’s important to understand what your options…

Read more

Investment market update: April 2021

After a year of lockdowns and restrictions, evidence suggests economies around the world are now on the path to recovery, although uncertainty and challenges remain. The International Monetary Fund (IMF) once again increased its growth forecast for the global economy…

Read more

The summer gardening trends that could liven up your outdoor spaces

As a nation, we’ve embraced gardening over the last year. With social distancing in place, we’ve fallen in love with our outdoor spaces, whether to entertain or relax in. According to the Royal Horticultural Society (RHS), three…

Read more

Business owners – here are the staff benefits that could boost productivity

As a business owner, how can you boost productivity? Reviewing processes to improve efficiency or implementing more training may spring to mind. However, providing health and wellbeing benefits to your employees can prove valuable. Three in five (60%) small and…

Read more

Money mindset: Shaking up how you think about finances could boost wellbeing

Money has a huge impact on our wellbeing. Whether we have “enough” is often the focus when facing money challenges, but a new report suggests that our mindset and relationship with money could have a far bigger influence on wellbeing.

Read more

Should you defer your State Pension? It could reduce your tax liability

There’s often a lot of talk about the State Pension Age rising and the impact it could have on retirement plans. But, in certain circumstances, delaying your State Pension payments could pay off. The State Pension Age is currently 65,…

Read more

How inflation can reduce your pension and what you can do about it

When you think of risks to your retirement, do you include inflation? It can have a huge impact on your income throughout retirement. Yet, it’s often overlooked when creating a retirement plan. Inflation refers to the rising cost of living.

Read more

Guide: 10 things that could increase the value of your property

Talking about homes and property values is something of a pastime in the UK. Property is probably among one of the largest assets we own, so it’s not surprising that we want the value to go up. While property prices…

Read more

Investment market update: March 2021

During March there were reasons to be optimistic. In fact, the Organisation for Economic Co-operation and Development (OECD) raised global growth forecasts following Covid-19 vaccination and stimulus package news around the world. It’s now expected the global economy will expand…

Read more

What does “rebalancing” your portfolio mean and why is it important?

When discussing investments or reading the news, you may have heard the phrase “rebalancing”. It’s an important part of making sure your portfolio continues to reflect your goals, but it can be overlooked or misunderstood. Read on to learn what…

Read more

5 reasons to switch pension providers to boost your retirement savings (and 3 things to do first)

Do you know who your current pension provider is? If so, do you know why you chose them? Even when you’re making regular pension contributions, these may not be things you think about that often. While, in many cases, your…

Read more

3 reasons to make social care part of your retirement plan

The cost of funding care and delivering support to the elderly has become a national priority. However, research suggests it’s still not something individuals are thinking about when they make retirement plans. As average life expectancy has risen, the demand…

Read more

Get in touch

ADDRESS

35-37 High Street
Barrow upon Soar
Loughborough
Leicestershire
LE12 8PY