Pension Goals and Objectives Checklist

With (potentially) more time on your hands at home, this could be an ideal opportunity to review your pension goals and objectives. Our checklist outlines a number of important tasks which you should complete, along with our tips to give you a helping hand. Click here to download the checklist

Is now the right time to access your pension pot?

[vc_row][vc_column][vc_column_text]Is now the right time to access your DC pension pot? Pension Freedoms were introduced in April 2015 which gave members of Defined Contribution (DC) pension scheme plans much more flexibility in how they can access their pension pot. Since April 2016, the maximum tax relievable contribution that can be paid into a pension scheme… Continue reading Is now the right time to access your pension pot?

Pension Default Funds

[vc_row][vc_column][vc_column_text]What is a Lifestyle Fund? Lifestyle funds, now often referred to as retirement target or target dated funds, are the most common type of fund used by pension schemes as a default fund. They are sometimes known as phased, protective, automatic or default switching and are designed for members who prefer not to make active… Continue reading Pension Default Funds

Household Bills & Outgoings Checklist

Household Bills & Outgoings Checklist With (potentially) more time on your hands at home, this could be the perfect opportunity for you to ensure that all of your household bills and outgoings are in order. Our checklist takes you through some of the most important things to keep you organised and provides you with some… Continue reading Household Bills & Outgoings Checklist