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Industry News and Advice

See what we’ve been up to and get all the latest information and help

News and Advice

All the latest information and help

We’re Still Here

It’s fair to say that we’re living through unprecedented times and all have to do our bit to get through the Coronavirus pandemic. We just wanted to issue a message that says we’re still here and not going anywhere, despite the current situation.
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Paul and Julie explain how we helped them retire a decade early Posted in: blog - Find out how we helped Paul and Julie retire a decade early Read more
Speech bubble containing the words 'we are here to help' We’re Still Here Posted in: blog, News & Insight - It’s fair to say that we’re living through unprecedented times and all have to do our bit to get through… Read more
What Makes PlanHappy different? Posted in: Ask the Experts, blog, Investment and savings advice, News & Insight, Pension Drawdown, Pension Transfer - Watch our CEO Neil Parker talk through the PlanHappy process and why it can help you achieve your retirement goals. Read more
A couple discussing their pension and retirement options Pension Awareness Quiz: How much do you know about pensions? Posted in: blog - How much do you really know about pensions? Take out quiz to test your knowledge Read more
I Could’ve Retired Five Years Ago Posted in: blog, Real Stories - Find out what made Stephen and Julie choose Joslin Rhodes and how they felt when they were told they could… Read more
11 Ways to Fill Your Retirement Posted in: blog, Retirement Planning - After working most of your life it can be difficult to imagine what you’ll fill your days with when you’re… Read more
Julie and Garry’s PlanHappy Journey Posted in: blog, Real Stories - We chatted to Paul about his experience at Joslin Rhodes, what made him choose us over other firms and why… Read more
Market Movement – The Fox and the Hedgehog Posted in: Ask the Experts, blog, Investment and savings advice, News & Insight, Pension Drawdown, Pension Transfer - When it comes to market reaction, find out why it's better to be a hedgehog than a fox with investments… Read more
Joe and Lorraine PlanHappy Posted in: blog, Real Stories - We chatted to Joe and Lorraine about their experiences with Joslin Rhodes, what brought them to see us and how… Read more
Neil Parker Neil’s Coming to Back2Y Posted in: Ask the Experts, blog - Back2Y is a financial planning conference that aims to challenge standard assumptions in the financial services industry. Read more
Joslin Rhodes Para Planner Meet the Team: Paraplanners Posted in: Ask the Experts, blog, Pension Advice - While your Financial Planner gets the job of saying; “Great news, you can retire three years earlier than you thought.”… Read more
Joslin Rhodes Newcastle Office PLAN HAPPY’s in Toon Posted in: blog, News & Insight - Bringing Happiness to Newcastle We’ve come a long way from our 2007, one man and an admin assistant, beginning. Read more
It’s About Time Posted in: blog, Real Stories - The couple are now looking forward to the future without worrying about running out of money, happy that everything is… Read more
Woman on the phone Meet the Team: Protect Posted in: Ask the Experts, blog, Protect - Protect are the estate planners who’ll make sure your money, property and other assets are protected from potential risks. Read more
Retired couple holding hands What’s Second Spouse Syndrome? Posted in: blog, Protect - Second spouse syndrome is a relatively modern issue. This is largely due to changes in society and a greater prevalence… Read more
Happy couple How Can I Avoid Care Fee Traps? Posted in: blog, Protect - Care fees can be expensive, particularly if you’re not prepared for how much they’ll be and what assets they’ll take… Read more
Woman presenting retirement plan Why do I Need to Worry About Care Fees? Posted in: blog, Estate Planning, Protect - Factors such as longer life expectancy, higher house prices and increased levels of home ownership mean that more people fall… Read more
Prevent risking assets Four Ways your Assets Could be at Risk Posted in: blog, Estate Planning, Protect - As part of this week-long programme focusing on protecting your assets, we’re bringing you a host of articles, myth busters… Read more
Joslin Rhodes team outside their North East office We’ve Been Nominated Posted in: blog, News & Insight - We’ve been nominated for the Best Financial Adviser to Work for award at the Professional Adviser Awards 2019. Read more
Illustration that says 'helping Bryan & Sue Plan happy' Helping Bryan and Sue PLAN HAPPY Posted in: blog - Bryan and Sue in many ways are typical of a lot of couples in the north east, they have three… Read more
Joslin Rhodes Financial Planning Team Meet the Team: Financial Planners Posted in: Ask the Experts, blog, Pension Advice, Pension Transfer - Our Planners are the team that take the sometimes-baffling jargon of finance and turn it into language the rest of… Read more
5 easy ways to get retirement ready Five Easy Ways to Get Retirement Ready Posted in: blog, Retirement Planning - We need to change the way we think about retirement from something we worry about to something we look forward… Read more
Joslin Rhodes Client Onboarding team Meet the Team: Client Onboarding Posted in: Ask the Experts, blog - Client onboarding is the team that’ll introduce you to Joslin Rhodes. They are your first contact, your initial enquiry and… Read more
A Year of Growth and Development Posted in: blog, News & Insight - Joslin Rhodes has been operating in Teesside since 2007 and started with one man and an admin assistant. Since then… Read more
Retired couple walking through a field It Was All About The Numbers Posted in: blog, Pension Drawdown, Real Stories - The Manyweathers came to us specifically looking for the best possible return on their investments. Security and trust were their… Read more
Illustration of independent and restricted financial advisers Independent Financial Advice VS Restricted Financial Advice Posted in: blog, Pension Advice, Retirement Planning - With the Premier League returning, we thought a football themed infographic would be just the ticket. It highlights some key… Read more
cold caller Pension Cold Calling Banned Posted in: blog, Pension Advice - It’s now illegal for anyone to make unsolicited cold-calls to you regarding your pensions. Treasury Minister John Glen described cold… Read more
Kate discussing her Planhappy journey Kate’s Journey to PlanHappy Posted in: blog, Real Stories - We chatted with Kate about her experiences with Joslin Rhodes, why she chose us over other financial advisers and what… Read more
Jumping into retirement with both feet Jump into retirement with both feet Posted in: blog, Real Stories - How did PlanHappy help Jim & Jan do the things they’ve always wanted. Read more
Joslin Rhodes customer enjoying his retirement Every Day’s a Holiday Posted in: blog, Real Stories - Meet Willie and find out why he decided to seek financial advice. Read more
Meet the Team: In Conversation With… Posted in: Ask the Experts, blog - As a child I actually always wanted to be a policeman, even going so far as to study criminology at… Read more
I Could’ve Retired Five Years Ago Posted in: blog, Real Stories - Find out what made Stephen and Julie choose Joslin Rhodes and how they felt when they were told they could… Read more
Julie and Garry’s PlanHappy Journey Posted in: blog, Real Stories - We chatted to Paul about his experience at Joslin Rhodes, what made him choose us over other firms and why… Read more
Joe and Lorraine PlanHappy Posted in: blog, Real Stories - We chatted to Joe and Lorraine about their experiences with Joslin Rhodes, what brought them to see us and how… Read more
It’s About Time Posted in: blog, Real Stories - The couple are now looking forward to the future without worrying about running out of money, happy that everything is… Read more
Retired couple walking through a field It Was All About The Numbers Posted in: blog, Pension Drawdown, Real Stories - The Manyweathers came to us specifically looking for the best possible return on their investments. Security and trust were their… Read more
Kate discussing her Planhappy journey Kate’s Journey to PlanHappy Posted in: blog, Real Stories - We chatted with Kate about her experiences with Joslin Rhodes, why she chose us over other financial advisers and what… Read more
Jumping into retirement with both feet Jump into retirement with both feet Posted in: blog, Real Stories - How did PlanHappy help Jim & Jan do the things they’ve always wanted. Read more
Joslin Rhodes customer enjoying his retirement Every Day’s a Holiday Posted in: blog, Real Stories - Meet Willie and find out why he decided to seek financial advice. Read more
Woman on the phone Meet the Team: Protect Posted in: Ask the Experts, blog, Protect - Protect are the estate planners who’ll make sure your money, property and other assets are protected from potential risks. Read more
Retired couple holding hands What’s Second Spouse Syndrome? Posted in: blog, Protect - Second spouse syndrome is a relatively modern issue. This is largely due to changes in society and a greater prevalence… Read more
Happy couple How Can I Avoid Care Fee Traps? Posted in: blog, Protect - Care fees can be expensive, particularly if you’re not prepared for how much they’ll be and what assets they’ll take… Read more
Woman presenting retirement plan Why do I Need to Worry About Care Fees? Posted in: blog, Estate Planning, Protect - Factors such as longer life expectancy, higher house prices and increased levels of home ownership mean that more people fall… Read more
Prevent risking assets Four Ways your Assets Could be at Risk Posted in: blog, Estate Planning, Protect - As part of this week-long programme focusing on protecting your assets, we’re bringing you a host of articles, myth busters… Read more
pension retired client walking dog How Much Do I Need To Retire In The UK? Posted in: Retirement Planning - How much you need to retire? What pension do you have? Our Plan Happy Lifestyle Planner can help you figure… Read more
11 Ways to Fill Your Retirement Posted in: blog, Retirement Planning - After working most of your life it can be difficult to imagine what you’ll fill your days with when you’re… Read more
Clock in the sand 9,600 Days: How Will You Spend Yours? Posted in: Retirement Planning - A recent report said average life expectancy in the UK is 81 years. That’s about 30,000 days to fill with… Read more
Early retirees in a financial planning meeting 7 Steps to Early Retirement Posted in: Retirement Planning - Early retirement is something many of us dream of but don’t think it’ll happen. Read more
Illustration of the fear of retirement Do You Fear Retirement? You’re not Alone Posted in: Retirement Planning - What scares you? Maybe it's spiders, vampires or how about not having enough money to retire or worse still, having… Read more
5 easy ways to get retirement ready Five Easy Ways to Get Retirement Ready Posted in: blog, Retirement Planning - We need to change the way we think about retirement from something we worry about to something we look forward… Read more
Illustration of independent and restricted financial advisers Independent Financial Advice VS Restricted Financial Advice Posted in: blog, Pension Advice, Retirement Planning - With the Premier League returning, we thought a football themed infographic would be just the ticket. It highlights some key… Read more
Financial planning How to Calculate if You’ve Enough to Retire Posted in: Retirement Planning - You're not alone in thinking it's simply about working out how much you have, how long it needs to last… Read more
Graphic illustrate how much money is needed for a moderate or comfortable retirement Uncovered: How much for a comfortable retirement Posted in: Retirement Planning - Find out as we look at the new retirement fund levels from the Pension and Lifetime Savings Association (PLSA). To… Read more
Phileas Fogg What Phileas Fogg can Teach us About Retirement Posted in: Retirement Planning - Fogg’s journey starts as a life-changing wager for £20,000 (over £2million in today’s money) that he could travel around the… Read more
Birthday cake with happy birthday candles What age is old? Posted in: Retirement Planning - A recent BBC article said it’s time to change how we measure and think about old age due to more… Read more
Man and woman discussing estate planning Is consolidating your pensions a good idea? Posted in: Pension Advice - After working most of your life it can be difficult to imagine what you’ll fill your days with when you’re… Read more
Joslin Rhodes Para Planner Meet the Team: Paraplanners Posted in: Ask the Experts, blog, Pension Advice - While your Financial Planner gets the job of saying; “Great news, you can retire three years earlier than you thought.”… Read more
Pension Tax Relief: Have you Claimed? Posted in: Pension Advice - It’s the end of the financial year and with it comes your last chance to top up your pension contributions… Read more
Woman researching inheritance tax What’s Inheritance Tax Why Should I Care? Posted in: Pension Advice - When you die, inheritance tax is paid at 40% on the amount of your estate over the Nil Rate Band… Read more
Joslin Rhodes Financial Planning Team Meet the Team: Financial Planners Posted in: Ask the Experts, blog, Pension Advice, Pension Transfer - Our Planners are the team that take the sometimes-baffling jargon of finance and turn it into language the rest of… Read more
Illustration of independent and restricted financial advisers Independent Financial Advice VS Restricted Financial Advice Posted in: blog, Pension Advice, Retirement Planning - With the Premier League returning, we thought a football themed infographic would be just the ticket. It highlights some key… Read more
cold caller Pension Cold Calling Banned Posted in: blog, Pension Advice - It’s now illegal for anyone to make unsolicited cold-calls to you regarding your pensions. Treasury Minister John Glen described cold… Read more
10 ways to avoid a pension scam Pension Scams: Tips to Avoid Becoming a Victim Posted in: Pension Advice - New figures from the Financial Conduct Authority (FCA) report that pension scam victims lost an average of £91,000 each in… Read more
Talk money talk pension logo Talk Money, Talk Pensions Posted in: Pension Advice - Talk Money Talk Pensions Week figures revealed that an estimated five million people aren’t happy with their overall finances in… Read more
Shark in a suit How to Spot Pension Scam Sharks Posted in: Pension Advice - An increase in pension scams has meant some have lost more than £1m to pension scam sharks as they target… Read more
Talking Finance, Gender and Pensions Posted in: Pension Advice - Meet financial planners Chris and Louise and learn what made them change career from charity worker and beauty therapist to… Read more
Speech bubble containing the words 'we are here to help' We’re Still Here Posted in: blog, News & Insight - It’s fair to say that we’re living through unprecedented times and all have to do our bit to get through… Read more
What Makes PlanHappy different? Posted in: Ask the Experts, blog, Investment and savings advice, News & Insight, Pension Drawdown, Pension Transfer - Watch our CEO Neil Parker talk through the PlanHappy process and why it can help you achieve your retirement goals. Read more
Market Movement – The Fox and the Hedgehog Posted in: Ask the Experts, blog, Investment and savings advice, News & Insight, Pension Drawdown, Pension Transfer - When it comes to market reaction, find out why it's better to be a hedgehog than a fox with investments… Read more
Joslin Rhodes Newcastle Office PLAN HAPPY’s in Toon Posted in: blog, News & Insight - Bringing Happiness to Newcastle We’ve come a long way from our 2007, one man and an admin assistant, beginning. Read more
Joslin Rhodes team outside their North East office We’ve Been Nominated Posted in: blog, News & Insight - We’ve been nominated for the Best Financial Adviser to Work for award at the Professional Adviser Awards 2019. Read more
A Year of Growth and Development Posted in: blog, News & Insight - Joslin Rhodes has been operating in Teesside since 2007 and started with one man and an admin assistant. Since then… Read more
What Makes PlanHappy different? Posted in: Ask the Experts, blog, Investment and savings advice, News & Insight, Pension Drawdown, Pension Transfer - Watch our CEO Neil Parker talk through the PlanHappy process and why it can help you achieve your retirement goals. Read more
Market Movement – The Fox and the Hedgehog Posted in: Ask the Experts, blog, Investment and savings advice, News & Insight, Pension Drawdown, Pension Transfer - When it comes to market reaction, find out why it's better to be a hedgehog than a fox with investments… Read more
Neil Parker Neil’s Coming to Back2Y Posted in: Ask the Experts, blog - Back2Y is a financial planning conference that aims to challenge standard assumptions in the financial services industry. Read more
Joslin Rhodes Para Planner Meet the Team: Paraplanners Posted in: Ask the Experts, blog, Pension Advice - While your Financial Planner gets the job of saying; “Great news, you can retire three years earlier than you thought.”… Read more
Woman on the phone Meet the Team: Protect Posted in: Ask the Experts, blog, Protect - Protect are the estate planners who’ll make sure your money, property and other assets are protected from potential risks. Read more
Joslin Rhodes Financial Planning Team Meet the Team: Financial Planners Posted in: Ask the Experts, blog, Pension Advice, Pension Transfer - Our Planners are the team that take the sometimes-baffling jargon of finance and turn it into language the rest of… Read more
Joslin Rhodes Client Onboarding team Meet the Team: Client Onboarding Posted in: Ask the Experts, blog - Client onboarding is the team that’ll introduce you to Joslin Rhodes. They are your first contact, your initial enquiry and… Read more
Meet the Team: In Conversation With… Posted in: Ask the Experts, blog - As a child I actually always wanted to be a policeman, even going so far as to study criminology at… Read more

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