Blog
Search articles
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 moreShould 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 moreGuide: 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 moreWhat 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 more3 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
Pension Lifetime Allowance is frozen until 2026: Will it mean your retirement tax bill soars?
While the chancellor didn’t announce personal tax rises in this year’s budget, a freeze on allowances could mean your tax bill unexpectedly increases. High earners and those with defined benefit (DB) pensions could now find they exceed the Lifetime Allowance,…
Read moreHow the tax freezes announced in the Budget could leave you worse off
In March, chancellor Rishi Sunak delivered his second Budget. After a lot of speculation that taxes would rise to pay for the cost of Covid-19, you may have been relieved to discover your tax bill won’t be going up. However,…
Read more
We’ve been included in this year’s VouchedFor Top Rated guide
The VouchedFor Top Rated Advisers guide distributed by The Times has been released today. We’re ecstatic to announce that our Managing Director, Matthew, has qualified. In case you haven’t heard of VouchedFor before, let us quickly summarise it for you.
Read more
Get in touch
ADDRESS
Unit 6
37 Old Parsonage Lane
Hoton
Loughborough
Leicestershire
LE12 5SG
