Monthly Archives: March 2023

Overwhelmed by your pension?

Almost half of UK consumers find pensions information daunting

In an era where the cost of living is threatening to undermine consumer confidence, it’s no surprise that almost half of UK consumers find pensions information overwhelming. It can be difficult for individuals to make informed decisions about their retirement planning when faced with such a daunting task.

Protecting income

17% of self-employed workers would choose to carry on working through illness or injury

Many adults understand the need for financial resilience and taking out insurance to protect their incomes in case of sickness or accident. However, too many self-employed people do not have any cover to help them should they be unable to work and are increasingly likely to choose to carry on working despite illness or injury.

Future wealth

Ready to start investing for your grandchild’s future?

Investing in the future of your grandchildren is a great way to help them prepare for their financial needs in life. By setting aside money now, you can provide them with added security and increased opportunities in the years to come. Investing for grandchildren can be used to help fund college tuition, make a down payment on their first car or home, or even start a retirement fund.

Drawdown, annuities or both?

Make sure your retirement strategy meets your needs and goals

It’s important to make a well-informed decision when it comes to deciding what to do with your pension pot: drawdown, annuity or a combination of both. Making the right choice will affect your retirement for many years.

Retirement planning

Your wealth. Your legacy

It goes without saying that there’s no time like the present to kick-start your retirement planning. The earlier you start, the better. You’ll then be able to set about realistic goal setting and, importantly, diversification of your investments. Working hard to save for your retirement is an important endeavour.