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…
Mind the Retirement Income Gap
10.01.24
It used to be easy; you’d work all your career for one company, get to 60 or 65 then retire with a healthy final salary pension plus your State Pension….
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…
The Influence Of Life On Money & Money On Life.
05.01.24
Why do some people enjoy spending money and others prefer to save? Why do some people retire with little to live on and others have more than they can spend?…
“You Don’t Know What You’re Doing!” The Evidence That Shows Predicting Markets Is Futile.
12.12.23
Whenever a team in any tier of the football league is doing badly the popular refrain from the terraces is “You don’t know what you’re doing.”. It serves as a…
Lifetime & Help To Buy ISAs: The Investments That Help Your Children Onto The Property Ladder.
30.11.23
A client contacted me recently with questions about his daughter’s Lifetime ISAs (LISAs), which has inspired me to write this post. His daughter has saved into two LISAs and has…
Busy, But Not Fulfilled
28.11.23
I’ve lost count of the number of times a retired client has said something along the lines of “People said to me, once you are retired, you’ll wonder how you…
How Much Should You Have In Savings?
20.11.23
Adults in the UK do not have enough money in savings. According to the money website, Finder.com, the average person in the UK has £17,773 in savings in 2023. But,…
Things That Are Impossible To Know
16.11.23
Certainty gives us comfort. It makes us feel secure. When we know what is around the corner we can plan for it, but so much in life is uncertain. I…
How Much Do You Need To Save Each Month To Build Up £1m?
26.10.23
A retirement pot of £1m is a target for many people. It might be that not much thought has gone into arriving at the figure, other than it being a…
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