15 Questions to Answer Before You Transfer A Company Pension
19.01.24
Should You Transfer A Company Pension? I met with a couple the other day to discuss the option of them transferring an old company pension (a final salary or defined…
18 Signs You Could Be Ready For Retirement
06.01.24
Are you wondering if you are ready for retirement? Are you still working but wondering if it is time to stop? Perhaps you have doubts about it and are fearful…
How Much Do You Need To Retire?
16.06.23
Pre-planning is imperative if you want to enjoy financial security and freedom on your terms. While the notion of retirement differs from person to person, one common question is, “How…
Is It Too Late To Save Into A Pension?
20.04.23
I was asked by someone on Linked In whether it was too late for them to save into a pension at their “ripe old age”. Naturally, the earlier you start…
The Illusion of Wealth
21.11.22
Our mind plays tricks on us. We use mental shortcuts to help us make quick decisions. Daniel Kahneman, in his book ‘Thinking Fast & Slow’, refers to it as System…
Am I Saving Enough For Retirement?
16.08.22
For most of us, all we really want is enough. Enough to be able to live our ideal lifestyle without being at the beck and call of anyone. In other…
EBI Earth Portfolios Ltd vs Vanguard Lifestyle Strategies
22.07.22
As a financial planner advising clients on the investment of their ISA, pensions and General Investment Accounts it is incumbent upon me that I review the ongoing suitability of any…
Consumer Question: I’ve Used My Pension Lifetime Allowance & Have a Few Small Pots of Unused Pensions. What Is The Best Way To Access Them?
04.05.22
This question was posed to me recently via an online forum. Here is my answer. If you don’t need to access the additional pensions they can stay invested and continue…
Consumer Question: What is the Best Stock/Bond Allocation for Someone in Their Late 50s?
26.04.22
This question was posed to me recently via an online forum. The full context is the consumer who posted the question is 59 and intends to draw on his pension in…
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