Guide to Retirement Tax
Pensions
September 20, 2018

A Simple Guide To SIPPS: Our IFAs Take You Through It 3>

A “SIPP” can sound intimidating to many people (“self-invested personal pension”). Yet with a little guidance, they are not too hard to wrap your head around. In this article, our Lincoln-based Independent Financial Advisers (IFAs)…
Read More
Arranged sea shells, illustrating a perfect pension plan
Pensions
July 3, 2018

Is There A “Perfect” Financial Plan For Someone Over 55? 3>

This article is for information purposes only, and should not be regarded as financial advice. With investments, your capital is always at risk. The value of your investment can go down as well as up,…
Read More
A financial adviser in Lincoln welcomes a new team member
Pensions
June 28, 2018

Changing Jobs? Don’t Leave Your Pension Behind: 3 Crucial Tips 3>

This article is for information purposes only, and should not be regarded as financial advice. With investments, your capital is always at risk. The value of your investment can go down as well as up,…
Read More
A financial adviser in Nottingham prepares to write a cheque
Pensions
February 1, 2018

Considering A Pension Withdrawal? Bear These 4 Principles In Mind 3>

As an independent financial adviser in Stamford, we hear a range of ideas from clients about what they want to do with their pension withdrawals. Some popular examples include: Investing the money to produce more…
Read More
Pensions
January 17, 2018

The State Pension: Simply Explained 3>

On 5th April 2017, the state pension system changed in the UK. As we leave the festive holidays behind us, it may be that you think now is the time to understand how it all…
Read More
Grandpa plays with his two grandkids
Pensions
September 11, 2017

Retirement – running out of money 3>

You’re hoping to retire in the near future but, understandingly given the historic low level of interest rates, are not attracted to annuities for your pension pot. So how can you ensure you can make…
Read More
The word "pension" on nice, browned paper
Pensions
August 6, 2017

Pension scams 3>

This is the practice of luring pension holders into moving their pension funds into unregistered schemes with the offer of high returns or early access to their funds. Millions of pounds has been lost to…
Read More
Review your Pension
Pensions
June 6, 2017

When was the Last Time you Reviewed your Pension? 3>

As with all financial planning regular reviews are imperative to monitor the progress and performance of your efforts and determine whether the performance is on target or whether it could be time to make amendments…
Read More
Independent Financial Advisor in Lincoln discusses income protection - picture of coins
Pensions
April 17, 2017

Self-Employed Advised to Plan for Retirement 3>

It is the case that many self-employed workers do not have sufficient pension saving plans in place to provide an income for their retirement. While many employed workers have had the opportunity of auto-enrolment workplace…
Read More
Retire Comfortably
Pensions
April 10, 2017

How Much do you Need for a Comfortable Retirement? 3>

When it comes to retirement and the amount of money you will need to live comfortably in your later years there are no hard and fast rules and the amount will vary depending on your…
Read More