Pension freedoms

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Retirement savers say they are still confused by the rules

On the second anniversary of the pension freedoms reforms THAT took effect from April 2015, some retirement savers say they are still confused by the rules and want no more changes. Continue reading…

Hello LISA

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Saving for a first home or retirement at the same time

The start of the new tax year on 6 April 2017 saw the launch of the Lifetime ISA (LISA), which was announced in the 2016 Budget. Continue reading…

Untying the knot

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Divorcees twice as likely to have no savings

A daunting part of a separation or divorce for most couples is sorting out the finances. Financial disputes can be a major stumbling block in the divorce process and could take longer than the divorce itself. Continue reading…

Road to Brexit

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Biggest investment planning challenge over the coming years for all investors

Brexit has created an air of uncertainty, and no one really knows what’s coming next or what it could all mean in the long term. On 29 March, Prime Minister Theresa May triggered Article 50 of the Lisbon Treaty in a letter to EU Council President Donald Tusk, starting two years of divorce proceedings. Continue reading…

Protecting your finances and well-being

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Millions of Britons face financial fallout should serious illness strike

It’s easy to think that we will never be diagnosed with a critical illness, particularly when we feel healthy and energetic, but we can fall ill with very little warning. A critical illness can have a serious impact not only on Your OWN life, but also on the lives of your children, spouse or partner. So it’s important to make sure that you financially protect yourself and your family. Continue reading…