News and Articles

Family income benefit: a short guide

By | Insurance | No Comments
Would you prefer that your family receive a lump sum or a regular income from a life insurance policy? The latter is known as family income benefit (FIB) and it can offer an alternative way…

5 reasons to seek financial advice in retirement

By | Retirement | No Comments
Retirement could last 20 years or more depending on your retirement date and how long you live. Seeking financial advice can help you get the most from these years – maximising your savings and income...

Tax freezes and your financial plan

By | Taxation | No Comments
Some taxes are immediately noticeable, such as income tax and National Insurance. Others are less obvious and are classed as “stealth taxes” – applying an indirect eroding effect on your wealth and finances. Value Added…

A short guide to employee financial wellbeing

By | Business | No Comments
Many things can affect an employee’s productivity, retention, morale and wellbeing. These may include personal relationships and a sense of progression in an organisation. Yet finances also play a key role. Money worries can be…
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