What’s ‘Better’ a Pension or an ISA?
30.09.19
“Is a pension better than an ISA or an ISA better than a pension?” On the face of it, that should be a simple question to answer but, like many…
Category: Pension
Read the latest news and thoughts from our Financial Planner, Andrew.
What’s ‘Better’ a Pension or an ISA?
30.09.19
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Annuities – The Sheep in Wolves’ Clothing?
23.09.19
If I asked you if you would like to buy an annuity with your pension fund, if you are like most UK consumers, my guess would be you would answer…
Should I Combine My Pensions?
09.09.19
It’s common for people to get in touch with me looking for advice on whether to combine their pensions. They’ve got to the stage in their careers that they have…
How Not To Compare Your Pensions
29.04.19
If you have worked for a number of different organisations throughout your career it is likely you have accumulated a number of different pension funds. All of which will have…
“Now the Kids Are Gone We’ve Got Some Spare Money, What Should We Do With it?”
13.03.19
There comes a time in every parent’s life when the kids fly the nest (sure, they sometimes come back!) and you’ll reach that point when you find the rooms echo…
“How Much Money Do I Need to Retire?”
22.02.19
I’m often asked “how big does my pension need to be?”, or words to that effect. A simple question to which a simple but not very helpful answer is: It…
“I Keep Hearing About SIPP Pensions. Should I Have One?”
15.01.19
You might often read or hear about SIPP style pensions in the financial press but what are they and do you need one? What is a SIPP? SIPP stands for…
The Majesty of Compound Interest
16.11.18
My son has just started school and is learning phonics. For a four-year-old, he seems to do be doing pretty well and has a good grasp for the simple sounds…
How The Cost of Your Weekly Shop Could Grow To £293,000 if Saved in a Pension
09.11.18
To non-financially minded people, it can be difficult to grasp how much you need to invest to grow a pot of capital for your future benefit. Perhaps reframing it to…
12 Things To Do NOW To Not Run Out of Money in Retirement
01.11.18
When I ask clients and prospective clients why their money is important to them it is usually because it provides freedom and financial security. In other words, they want to…