Making decisions on somebody’s behalf Firstly, some statistics1; There are currently around 850,000 people in the UK with dementia, a figure projected to rise to 1.6 million by 2040 209,600 people will develop dementia in 2020 – that is one every three 1 in 6 people over the age of 80 have Over 42,000 people… Continue reading Power of Attorney
COVID-19 The current COVID-19 pandemic has put a focus on the link between health and finances like never before. At the time of writing, 29th April 2020, there are over 3 million cases of COVID-19 globally, with an unbelievable 200,000 deaths. From a positive point of view, nearly half a million people have recovered from the… Continue reading Resetting the safety net
We all know that the present situation is unprecedented and there are lots of changes we are all experiencing, many for the very first time. We are all aware of the health and hygiene challenges and many people and companies are facing extreme financial pressure of which there are many signs – with the human… Continue reading Investments update – Property funds
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
[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?
[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
With the UK in lockdown there is less opportunity to spend money as the only retail outlets that are open are for essential goods only. As a result of this, many people may find they have extra income that would usually be spent on things such as clothing, socialising or holidays. What are the options… Continue reading Saving During Lockdown
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
Remaining Invested For The Long Term If you’re feeling nervous about recent fluctuations in the value of your pension savings watch our webinar for some wider context and perspective.
Pension Affairs Checklist With (potentially) more time on your hands at home, this could be an ideal opportunity to check that all your details are up to date on your pension plans. Our checklist takes you through some of the most important things to work through, most of which are really simple to tick off!… Continue reading Pension Affairs Checklist