Journal

What should you know about your pension?

How much do you know about your pension? Do you believe that you’re responsible for your retirement plans? In the UK, around a quarter of individuals feel that their employer, the state or a pension provider is more responsible for their pension than they are, according to a …

How does cashflow modelling help you?

Financial planning can be filled with jargon and it can be difficult to understand exactly how the processes help you and the value it adds to your plans. One of the valuable tools we use is cashflow modelling. It’s a strategy that offers plenty of benefits to clients, so we …

The ins and outs of Flexi-Access Drawdown

Since the introduction of Pension Freedoms, more retirees are choosing to leave their retirement savings invested. But before you decide how to take your pension, understanding the ins and outs of using Flexi-Access Drawdown is important. First up, what exactly is Flexi-Access Drawdown? When you come to take your pension, …

Seven New Year resolutions to improve financial security

New Year is just around the corner, and what better time to make a commitment to improving your financial security in the future. Making a few financial changes next year could improve your finances in 2019 and beyond. A New Year’s resolution that turns into a good money habit can …

Has the media influenced your financial decisions?

Media plays a huge role in the decisions we make on a daily basis. From digital news sites to social media, you can hardly escape its influence. But is ‘financial porn’ affecting your decisions and financial security? Sensationalist news has become commonplace; it’s evident with just a glance of …

Your guide to writing a will

November marks Will Aid Month. We want to take the opportunity to remind you just how important a will is and explain why it should be considered a crucial part of your financial planning. You no doubt have an idea of what you’d like to happen to your wealth …
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