Category

Pensions

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3
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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Andy Severn 0
5
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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7
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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4
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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Andy Severn 0
2
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…
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3
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…
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3
Retire Comfortably
Pensions
April 10, 2017

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

When it comes to retirement, it can be a daunting prospect but by using a Retirement Planning service you can receive guidance and coaching on how to make the most of your new freedom. When…
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9
Big Ben - Financial Advisor in Lincoln discusses the new Spring budget
PensionsSavings
April 5, 2017

Spring Budget: How Could it Affect your Savings and Pensions? 3>

Chancellor Philip Hammond recently announced plans for the Spring budget, as part of these plans new rules on pensions, individual savings accounts (ISAs), income tax and inheritance tax (IHT) are set to come into force…
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5
Independent Financial Adviser in Nottingham discusses pension funds
Pensions
March 17, 2017

Pensions 2017: How Changes May Affect You 3>

This year is likely to witness many changes that could affect your pensions, such as Brexit, a threat to tax relief and the change to the state pension age, but how could these changes affect…
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