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Grandparents can make a grandchild a millionaire from just £240 per month
According to data produced by Skandia, if grandparents put just £240 a month (which equates to £300 a month gross contribution) into a pension for a grandchild each year for 18 years, when the grandchild reaches age 60,…
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55-64 year olds’ retirement plans up in the air
More than 2.1 million British adults aged between 55 and 64, around 44% of non-retired adults in this UK age group, do not know when they will be able to retire, according to recent research (August…
Read moreThe pension planning failure risk
The lack of effective pension planning by a significant number of UK adults has been highlighted in new research (August 2012) from Baring Asset Management, where survey figures reveal that around 44% of working age people do not…
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Auto Enrolment is coming: here’s what it means to you
As has been widely reported, there’s been a problem with UK pensions for many years. Outside the public sector not enough people are saving enough money for their retirement – and next month the latest attempt to…
Read moreSeptember market commentary
Anyone remember August 2007? Kanye West was number one with Stronger, Sven-Goran Eriksson was Premier League manager of the month – and the world was having a financial crisis. August 2007 was “when the world changed” according…
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Getting your Financial Planning ready for University
The A-level results came out on August 16th and thousands of teenagers up and down the country are now looking forward to starting university in September. Their parents, however, might be gloomily looking at their bank…
Read more9 financial planning steps you should take in the 5 years before you retire
For most of us, it’s simple. Go to work every month, get paid, have a look at the pension deduction on your wage slip. Once a year you receive a pension update that you don’t really understand. Oh…
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Waking up to retirement income reality
Pensions and retirement are always hot topics and something I have great interest in, especially with how it fits in with my clients’ future desired lifestyle requirements. A recent national survey by Opinium Research looked into the expectations that people have about…
Read moreHigher rate pension savers missing out on tax relief
Recent figures from HMRC show that 55 per cent of the estimated 900,000 higher rate taxpayers in the UK contribute to defined contribution pension schemes. They have an average salary of £51,580 and make…
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August Market Commentary
Last year it was Greece: this year, it’s Spain. Summer comes around, and with it comes another European country in crisis. On July 23rd the Spanish government had to ban short-selling of shares, bond yields reached unprecedented…
Read moreSaving for retirement – the time is now
A recent survey, conducted by the Insurance Company, Friends Life, has revealed that the vast majority (89%) of those enrolled in the company’s corporate pension scheme would advise starting to save for retirement before the age of…
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Drawdown – your Flexible Friend
Traditionally, one of the biggest bones of contention with pensions – both from advisers and savers alike – was the compulsion to take an annuity from your pension fund at age 75. Money was locked away in a…
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