A fundamental part of a sound financial plan

Posted on November 24, 2021 by admin - Financial Planning

Are you protecting what matters most against the financial impact of a life-changing event?

Are you protecting what matters most against the financial impact of a life-changing event? The coronavirus (COVID-19) outbreak has led to a tragic number of deaths. The pandemic has made many of us realise the importance of having life insurance as a fundamental part of a sound financial plan.

Preserving wealth for future generations

Posted on November 23, 2021 by admin - Financial Planning

Factors likely to have a lasting and positive impact on wealth

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs.

Pandemic triggers shift to saving

Posted on November 19, 2021 by admin - Financial Planning

People thinking more about their spending and financial priorities

The coronavirus (COVID-19) pandemic has lead to more people re-thinking how they spend and manage their money, with more than half (51%) now prioritising saving for an unexpected event or loss of income, research published suggests[1].

Planning for early retirement

Posted on November 17, 2021 by admin - Retirement

What are the financial consequences to stopping work in your 50s?

Early retirement may be the ultimate dream for some, but the coronavirus (COVID-19) pandemic made it the only option for many. Figures from the Office for National Statistics show that over-50s had the highest redundancy rate between December 2020 and February 2021[1].

The power of a plan

Posted on November 16, 2021 by admin - Financial Planning

How to create a personal financial plan in 8 steps

When thinking about your future financial wellbeing, it can be helpful to consider a plan. It is a good idea to have a clear sense of what you want from life and use this as a guide for making important decisions.

Post-lockdown boost to financial wellbeing fades

Posted on November 12, 2021 by admin - Financial Fraud

Continuing impact on people’s physical health and financial wellbeing

The coronavirus (COVID-19) pandemic has had, and will continue to have, a major impact on our lives. It is not just impacting on people’s physical health but also their financial wellbeing. The economic consequences of the COVID-19 outbreak for some people will make it harder for them to achieve their financial goals.

Investing with impact

Posted on November 10, 2021 by admin - Uncategorised

How ESG creates long-term value

It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental.

Generation Vexed

Posted on November 9, 2021 by admin - Retirement

A third of Gen Xers not confident they can fund their retirement

One in three (31%) Generation X members (those born between 1965 and 1980) do not feel confident they will be able to work for as long as they need to fund their retirement needs, due to concerns around health and age.

Significant impact on retirement prospects and planning

Posted on November 5, 2021 by admin - Retirement

£5.3 billion lost from over-50s’ retirement pots throughout the course of the pandemic

Over-50s workers in the UK could have a £5.3 billion hole in their collective pension pot due to cutbacks on retirement savings over the course of the pandemic, according to new research[1].

Is freedom today hurting freedom tomorrow?