Is consolidating your pensions a good idea?
After working most of your life it can be difficult to imagine what you’ll fill your days with when you’re retired....
17 August, 2020
Pension Advice
Meet the Team: Paraplanners
While your Financial Planner gets the job of saying; “Great news, you can retire three years earlier than you thought.” it’s the Paraplanners who’ve worked out the calculations to show how it can be done...
24 March, 2020
Pension Tax Relief: Have you Claimed?
It’s the end of the financial year and with it comes your last chance to top up your pension contributions and get tax relief. So, if you haven’t contributed your full yearly allowance (up to a maximum of £40,000) maybe now’s the time to top...
24 March, 2020
What’s Inheritance Tax Why Should I Care?
When you die, inheritance tax is paid at 40% on the amount of your estate over the Nil Rate Band Threshold. Here we’ll look at how it’s worked out, what allowances, rules and exceptions there are and ways to reduce your liability....
24 March, 2020
Meet the Team: Financial Planners
Our Planners are the team that take the sometimes-baffling jargon of finance and turn it into language the rest of us understands....
24 March, 2020
Independent Financial Advice VS Restricted Financial Advice
With the Premier League returning, we thought a football themed infographic would be just the ticket. It highlights some key stats to help you better understand what separates the two types of financial advice....
23 March, 2020
Pension Cold Calling Banned
It’s now illegal for anyone to make unsolicited cold-calls to you regarding your pensions. Treasury Minister John Glen described cold calling as the "most common method" to begin pension fraud....
24 February, 2020
Pension Scams: Tips to Avoid Becoming a Victim
New figures from the Financial Conduct Authority (FCA) report that pension scam victims lost an average of £91,000 each in 2017 and almost a third of pension-holders aged between 45-65 wouldn’t have any idea how to check whether they were speaking to a legitimate pension...
24 February, 2020
Talk Money, Talk Pensions
Talk Money Talk Pensions Week figures revealed that an estimated five million people aren’t happy with their overall finances in retirement. To help change this and make more people aware of what they do have...
24 February, 2020
How to Spot Pension Scam Sharks
An increase in pension scams has meant some have lost more than £1m to pension scam sharks as they target the pensions, savings and investments of over 55s....
24 February, 2020
Talking Finance, Gender and Pensions
Meet financial planners Chris and Louise and learn what made them change career from charity worker and beauty therapist to financial advisers specialising in pensions and retirement planning....
20 February, 2020