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pension drawdown pros and cons
15 Mar
Pension Advice, Pension Drawdown

Pension Drawdown Pros and Cons – Is it A Good Idea?

  • March 18, 2021
  • By author-avatar tom
  • 0 comments
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The pros and cons of pension drawdown vary depending on your individual circumstances and retirement plans.  

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20 Sep
Pension Advice

Pension Awareness Quiz: How much do you know about pensions?

  • April 9, 2021
  • By author-avatar jradmin
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How much do you really know about pensions? Take out quiz to test your knowledge

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old couple discussing pension conslidation and retirement
17 Aug
Pension Advice

Is consolidating your pensions a good idea?

  • March 16, 2021
  • By author-avatar jradmin
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After working most of your life it can be difficult to imagine what you’ll fill your days with when you’re retired.

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have you claimed a tax refund yet on your pension
24 Mar
Pension Advice

Pension Tax Relief: Have you Claimed?

  • March 1, 2021
  • By author-avatar jradmin
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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 up.

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what is inheritance task joslin rhodes staff
24 Mar
Pension Advice

What’s Inheritance Tax Why Should I Care?

  • January 28, 2021
  • By author-avatar jradmin
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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.

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pension advice infographic fa cup
23 Mar
Pension Advice, Retirement Planning

Independent Financial Advice VS Restricted Financial Advice

  • January 28, 2021
  • By author-avatar jradmin
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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.

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top 10 ways to avoid pension scams joslin rhodes
24 Feb
Pension Advice

Pension Scams: Tips to Avoid Becoming a Victim

  • January 28, 2021
  • By author-avatar jradmin
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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 advisor or not.

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talk money talk pensions joslin rhodes staff
24 Feb
Pension Advice

Talk Money, Talk Pensions

  • January 28, 2021
  • By author-avatar jradmin
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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…

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pension scam shark with brief case and suit
24 Feb
Pension Advice

How to Spot Pension Scam Sharks

  • January 28, 2021
  • By author-avatar jradmin
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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.

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chris and louise joslin rhodes staff women smiling in red jumpers drinking tea pension advice
20 Feb
Pension Advice

Talking Finance, Gender and Pensions

  • January 28, 2021
  • By author-avatar jradmin
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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.

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Joslin Rhodes Pension & Retirement Planning is a trading name of PlanHappy Investment Management Limited (company number 09511883) which is authorised and regulated by the Financial Conduct Authority, firm reference number 833492. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed.

PlanHappy Pension Specialists is a trading name of Joslin Rhodes Lifestyle Financial Planning Limited (company number 484324) which authorised and regulated by the Financial Conduct Authority, firm reference number 06446109. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.

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  • What We Do
    • Retirement Planning Advice
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    • Pension Drawdown
    • Final Salary Pension Transfer Advice
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    • Book your free consultation
  • How We’ll Help
  • Who We Are
    • Meet The Team
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