Insights & News

Choose, don't Settle

Are you living the life you want, or have you settled for what you have? This time of year, 'New Year's Resolutions' are in full swing - people look at their lives and focus on the improvements they want to make. Sometimes, they can start instantly and work on them over time, like starting a hobby or stopping a habit. Sometimes, however, choices for the long-term require long-term planning.

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1 minute read
Retirement Age to Increase... Again

If you don’t want to retire at 70, you will need additional sources of wealth to enjoy a reasonable standard of living for longer. Here are a few things to consider when planning your finances.

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1 minute read
Wealthy Concerns

Surprisingly, interest rates didn’t rise in September, with a vote being 5:4 to keep them as they are. Inflation remains a concern for everyone, no matter their financial situation, it has seen a fall and I predict October will see another big fall.

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What Defines You?

Secure the pension fund that suits your lifestyle, whether that be from pension contributions, investment decisions, savings, or property portfolios.

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How much time do you have?

Since your pension fund is designed to be your income for when you retire, having a clear savings plan is always the best option.

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Care Fees Planning

It has been reported that one in seven people are expected to need care. Anyone involved in the funding of long-term care will know just how expensive it is.

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Women's Pensions

When saving into a pension early, the money paid in has the longest time to grow, which for most is beneficial as starting salaries are not typically high.

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2 minute read
Financial Worries

With inflation not coming down as quickly as expected, interest rates going up, and mortgage rates on the climb, is now a good time to review your finances?

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1 minute read
Protect and Serve

In this thought provoking article Tony explains what income protection is and why it's important to have it...

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1 minute read

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