Month

Category

Investment market update: June 2019

Category: Financial planning, News

Welcome to our June update for the investment markets. We take a quick look at some of the key factors that have been influencing the stock markets and could continue to do so over the coming months. Whilst investors may be hoping for stability, we’re afraid uncertainty continues to be a defining influence. UK The

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Getting to grips with Power of Attorney

Category: Financial planning, News

Naming a Power of Attorney is often one of those tasks we know we should get around to but inevitably put off. The number of people registering a Power of Attorney has been rising, yet figures suggest millions could still be left in a vulnerable position should something happen to them. If you’ve yet to

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Peer to peer lending: What you need to know

Category: Financial planning, News

In recent years, the peer to peer (P2P) lending market has grown rapidly. As you’ve looked for ways to maximise your savings, you might have come across opportunities and may even have been tempted. But, whilst it’s a sector that’s growing fast, it’s crucial to understand what it means and the associated risks. With interest

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Divorce and pensions

Category: Financial planning, News

When a relationship breaks down, splitting up assets is common. From deciding who gets which pieces of furniture right through to property. However, one asset that’s commonly overlooked initially is pensions. Alongside property, pensions may be the largest asset you have. When you consider how long you’ve been paying into it and the potential employer

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The retirement income you choose could impact wellbeing

Category: News

Often as we approach retirement, we look at our finances and wellbeing separately. But the two have a direct impact on one another. With more retirement choices than ever before around how you are able to draw pension income, making a decision that’s not right for you could harm your mental wellbeing and satisfaction. Research

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How does cashflow modelling help you?

Category: News

Financial planning can be filled with jargon and it can be difficult to understand exactly how the processes help you and the value it adds to your plans. One of the valuable tools we use is cashflow modelling. It’s a strategy that offers plenty of benefits to clients, so we wanted to take the time

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The ins and outs of Flexi-Access Drawdown

Category: News

Since the introduction of Pension Freedoms, more retirees are choosing to leave their retirement savings invested. But before you decide how to take your pension, understanding the ins and outs of using Flexi-Access Drawdown is important. First up, what exactly is Flexi-Access Drawdown? When you come to take your pension, you can choose to leave

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