How Can I Take Money From My Pension?
31.07.17
Now that I don’t need to buy an annuity, how can I take money from my pension? In the 2014 Budget George Obsornne declared, “no one will need to buy…
Blog
Read the latest news and thoughts from our Financial Planner, Andrew.
How Can I Take Money From My Pension?
31.07.17
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Should I Transfer My Final Salary Pension?
25.07.17
You may be asking “should I transfer my Final Salary pension?” (or Defined Benefit pension as they are also known). This is becoming more common as transfer values offered by…
Retirement Planning: Things to Do in Exeter in Retirement (or anyway)
05.07.17
Retired or planning your retirement in Exeter and wondering what to do with your time? Here’s a list of things to do that will provide you with some purpose, help…
101 Things To Do In Retirement To Avoid Boredom
25.04.17
A common objection to retirement I often hear is: “I don’t know what I’d do, I just end up being bored”. There is no doubt retirement takes some adjusting to…
This Is Probably The Biggest Mistake DIY Investors (& Advisers) Make
11.04.17
Here’s a list of things you wouldn’t do: – Drive only looking in the rear view mirror, – Pick the winner of the Grand National based on last year’s, –…
5 Retirement Planning Misconceptions
15.03.17
Retirement planning can be a minefield which usually results in one of two behaviours: sticking one’s head in the sand to avoid worrying about it at the time or being…
Investing is Simple Once You Block Out The Noise
12.10.16
Investing, whether that is via your pension, ISA or an investment account is a simple process made complicated by the cacophany of noise that pervades the financial services market. Google…
Why Reviewing Your Finances Will Make You Richer
17.08.16
When you fly the plane’s pilot will control the aircraft on take off and landing but will flick over to autopilot while cruising. He doesn’t then put his feet up…
10 Reasons Why You Won’t Be Able To Retire When You Wish To (and the Solutions)
27.07.16
At some point the day will come when you either don’t have the motivation or energy to continue working and you will decide it is either time to stop entirely…
Your Pension Fund Doesn’t Care If Your Boiler Breaks Down (& Other Reasons Why Buy To Let Investing Isn’t The Panacea)
01.06.16
If I had a £1 for every time someone said to me they are interested in buy to let investing I would be on a beach somewhere right now (or…