7 November 2024
How much should I have in my pension pot at 50?
We explore how much you should aim to have in your pension pot at 50, and the steps you need to take to secure the retirement you envisage.
28 October 2024
How much should I have in my pension at 40?
Turning 40 can be a wake-up call for your retirement savings. Learn how to assess the health of your pension at 40 for a secure future.
3 October 2024
5 ways to make tax-efficient investments
Tax-efficient investments can make a huge difference to the amount of wealth you accumulate over time. We take a look at five of them.
3 October 2024
Why a pension is a good starting point for your financial plan
Putting money aside for later life should be the cornerstone of your financial planning. Saving into a pension is an excellent place to start
28 August 2024
A tailored approach to financial planning for women
Lifestyle challenges often impact a woman's financial stability differently than men's and need to be considered when financial planning for women.
30 July 2024
6 mistakes to avoid when growing your pension pot
David Robertson from Amber River discusses the six top mistakes people are most likely to make when growing their pension pot and how to avoid them.
30 November 2023
Are Annuities a Good Investment?
Is an annuity something you should consider? We take a look at the benefits and drawbacks to help you build up a clearer picture
17 November 2023
How much does it cost to retire early?
How much do you need to turn your later life dreams into reality? We explore the considerations and costs of retiring early.
10 October 2023
Safeguarding your pension during a divorce
To help secure your future financial wellbeing, it's crucial to include your pension savings as a key part of your divorce proceedings
27 June 2023
Nick Cohen’s 5 financial planning tips for business owners
Specialist financial planner Nick Cohen gives his top five tips on how business owners can make their future more financially secure
12 May 2023
Changes to the lifetime and annual pension allowances: What does it mean for you?
If your pension pot is on track to reach £1 million, find out how you could benefit from the removal of the Lifetime Allowance
4 April 2023
A Brief Guide to Pension Drawdown
What is pension drawdown, and is it better than buying an annuity? Find out about the pros and cons before deciding what's best for you
2 November 2022
Financial planning for new parents: Don’t forget about your future too
When you have a baby it’s important to think about your needs as well as your child's – especially when it comes to planning your future
27 October 2022
What are the benefits of a workplace pension?
It usually makes sense to take advantage of a workplace pension. If you don’t, you're effectively choosing to take a pay cut.
22 September 2022
What is an annuity?
Annuities are insurance products that let you exchange your pension pot (minus your tax-free cash) for a guaranteed, regular income for the rest of your life. Buying an annuity used to be the only option available to most people taking their pension.
8 July 2022
5 common money mistakes when starting your first job
We take a look at the most common mistakes young professionals make when they're starting out – and the steps you can take to avoid them
27 June 2022
Financial planning in your 50s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
26 June 2022
Financial planning in your 20s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
14 June 2022
Financial planning in your 40s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
10 June 2022
Financial planning in your 30s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
8 June 2022
What happens to my pension when I die?
There are several different types of pension, each one with varying rules that apply depending on whether you die before or after your retire
3 May 2022
The Pros and Cons of Combining Multiple Pension Pots
Combining multiple pensions in one place (pension consolidation) makes them a lot easier to manage, but it might not always be the right thing to do.
23 April 2022
The four key stages of financial business planning
Kerry McCaughan looks at four critical stages of family financial business planning: protection, profit, succession and inheritance
13 April 2022
When should I start saving for retirement?
What you need to start thinking about in your 20s, 30s, 40s, and even 50s, to ensure you are able to achieve the retirement you want
30 March 2022
Pensions for the self-employed
If you're self-employed and want to give yourself the best chance of getting the best possible mortgage, it's worth following these four steps
28 March 2022
Supercharge your pension tax relief like a superhero
Are you making full use of the tax relief allowance on your pension? If not, you could be losing out on thousands of pounds towards your retirement
24 March 2022
How much should I save for a pension?
If you're self-employed and want to give yourself the best chance of getting the best possible mortgage, it's worth following these four steps
18 February 2022
Five tips for later life planning
Later-life financial planning expert, Mark O'Neill, gives his top five tips to help you plan and prepare for later life
15 February 2022
The financial turmoil and considerations of a divorce
No-fault divorce comes into effect from April 2022. We take a look at the financial considerations of a divorce.
3 February 2022
Retirement planning is about more than just a pension
Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.
26 January 2022
Financial considerations: Getting married
Congratulations - you're engaged. It’s worth taking a moment to consider how a marriage or civil partnership will impact your financial plan.
30 December 2021
Just married – how to manage your joint finances successfully
A good financial planner will find out about your hopes and dreams and help you manage your money so you can achieve them.
24 December 2021
How to plan for the retirement you’ve always dreamed of
Do you know how much to put aside for your retirement, so you have the freedom to follow your dreams and do everything you ever wanted to?
11 December 2021
11 ways to reduce tax in retirement
While you should never base investment decisions solely on tax efficiency, there are several ways to reduce your tax bill in retirement.
5 December 2021
Trust fund baby… the pros and cons of setting up a trust for your kids
While a trust fund baby often suggests someone with a privileged background living off their rich parents, setting up a trust for children is often a sensible way to ensure your wealth is handed down responsibly.
29 November 2021
Start planning for an adventurous retirement
Retirement planning has evolved in recent years. Now, it’s up to everyone to take responsibility for funding their own retirement. But if that’s the case, is it possible to figure out how much money you’ll need to afford your dream retirement, and can a financial plan help point you in the right direction?
22 November 2021
How to make the most of your pension
Retirement is a time to focus more on leisurely pursuits - so how can you make the most of your pension so you can make the most of your retirement?
8 November 2021
A pension’s a good start – but what else makes a sound retirement plan?
Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.