Category

Pensions

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Financial adviser in Newark going over his diary for the day with a coffee
Pensions
May 9, 2019

Which is better for retirement: annuity or income drawdown? 3>

Under 2019-20 pension rules in the UK, you are allowed to start taking money out of your pension savings once you reach 55. How you take the money, however, is another matter. Generally speaking, you…
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Grandpa plays with his two grandkids
Pensions
April 3, 2019

Ten Ways to Increase Your Retirement Savings 3>

The following is for information purposes only and does not constitute financial advice. Speak to a professional, independent financial adviser on the FCA register prior to making any big financial or investment decisions. According to…
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Pensions
March 26, 2019

Pension Planning: Should you go for a SIPP or a SSAS? 3>

For company directors and business owners, there is a range of options in front of you when it comes to your retirement planning. However, you also face a unique challenge to address. Whilst many people…
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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)…
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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,…
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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,…
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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…
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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…
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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…
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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…
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