State Pension age rises

How could the change impact on your retirement plans?

For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension Age’) is simple. If you have reached your 66th birthday, you can claim it. Otherwise you cannot. Continue reading…


Winter Economy Plan highlights

What you need to know about the Chancellor’s announcement

At the end of September, Chancellor Rishi Sunak announced a new Winter Economy Plan, with new measures to support businesses and individuals through the economic impact of the coronavirus pandemic, as well as extensions of current measures.  Continue reading…


Planning for succession

How you will ‘slice up your wealth pie?’ 

There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing past the initial discomfort to pursue the potential rewards of effective wealth transfer planning. There are three places your asasets can go at your death: to your family and friends, to charity or to the government in the form of taxes.

Continue reading…


State Pension age rises

How could the change impact on your retirement plans?

For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension Age’) is simple. If you have reached your 66th birthday, you can claim it. Otherwise you cannot.

Continue reading…


Help to Buy scheme

Homes deadline extended to ensure customers do not miss out

Thousands of families can still benefit from the current Help to Buy scheme despite delays in building their new homes due to coronavirus. The deadline for the homes to have been finished in order to comply with the equity loan scheme has been extended to ensure customers do not miss out if there has been a delay in construction due to the pandemic. Continue reading…


10 tips to achieving your financial goals

Time to diagnose your money situation with a financial health check?

Even if you have a solid financial plan in place, it still needs to be updated regularly to ensure it reflects any life changes. But what should your priorities focus on now? Is it time to turn your attention to your pension, your ISA, your mortgage, or something else? Continue reading…


Future financial health

Taking the time to take back control over retirement savings

With all that has been going on in the world this year, for many people it’s been really difficult to feel as though they’re in control of much. However, some people have been in the fortunate position of being able to take the opportunity to invest in both their physical and emotional health while in lockdown. Continue reading…


Divest or engage?

ESG matters are increasingly important in both retirement and investment planning

Environmental, social and corporate governance issues are increasingly in the news, with some high-profile companies facing public scrutiny, corporate action or litigation. In a world where doing good means a better, more sustainable future, environmental, social and governance (ESG) factors have become an essential measure for sustainability and ethics of a business. Continue reading…


Supporting younger generations

Giving grandchildren financial security is an important goal for many

If you are a grandparent, it’s natural to want to help out the family. And if you’re able to give a financial boost – whether it’s a loan or a gift – to the younger generation, it can be enormously rewarding for you too. Continue reading…


Future financial health

Taking the time to take back control over retirement savings
With all that has been going on in the world this year, for many people it’s been really difficult to feel as though they’re in control of much. However, some people have been in the fortunate position of being able to take the opportunity to invest in both their physical and emotional health while in lockdown. Continue reading…