Winter 2019/20 inside this issue
Tone up your finances in 2020 // The sandwiched: finding time to thrive // ATOMIC explosion! Acronyms Take Over Many Investment Concepts // Pension inequality starts at birth // University challenge of digs and tuition // Work for yourself? Make your pension work for you
Autumn 2019 inside this issue
On your radar – key personal finance tips // Financial lessons for the next generation // Poor financial wellbeing impacting employees // What is infrastructure investment? // Planning for a family // Save to succeed // JISAs gaining in popularity
Summer 2019 inside this issue
Investment jargon made simple // Savings – do you need a nudge? // When will you retire? // Saving £2,880 a year could provide a retirement windfall for your child // Generation X top the pensions savings chart // Huge rise in protection policy take-up // Millennials could save £10.5bn by making a few lifestyle swaps
Spring 2019 inside this issue
Financial mistakes even the experts can make // Scams update – new warnings issued // Worry for carers without protection policies // ‘Sandwich generation’ facing major challenges // Tax allowances – use them or lose them! // Financial advice for new parents // Middle classes most impacted by Inheritance Tax
Winter 2018/19 inside this issue
Does your money need a personal trainer? // Single adults find it hard to save // How to side-step retirement remorse // Self-employed? Prioritise your pension in 2019 // Poor health prompts retirement // Pensions – there’s good news! // Make 2019 the year you get the protection you need // Time to top up your ISA?
Autumn 2018 inside this issue
Is your family financially-savvy? // What are the main asset classes? // Seven out of ten pension savers favour retirement income targets // More taking out protection policies as health consciousness rises // Reached your half-century? How to plan for retirement // Adults carry out 109 life admin tasks per year // Women are better savers than men.
Summer 2018 inside this issue
Pensions jargon – busted // Are millennials saving enough for retirement? // Early retirement could disappear by 2035, so it’s time to plan // Power of Attorney – record numbers entrusting
Spring 2018 inside this issue
Five personal finance habits we should all adopt // More than £400 million languishing in old pension pots // Two-thirds without life insurance despite health worries // Dividend allowance reduction from April 2018
Winter 2017/18 inside this issue
One in three retirees will have to rely in the state pension // Where will you live in retirement? // Don’t leave your loved ones facing financial ruin // Do we need targets to help us save more for retirement? // Addressing your personal finance weak spots
Autumn 2017 inside this issue
Millennials: don’t overlook the benefits of insurance // Pension freedoms – don’t lose out! // A few personal finance facts we all need to know // How employees can unlock ‘free’ pension cash // Plan now for a comfortable retirement
Summer 2017 inside this issue
What the election result might mean for your money // Parents more likely to insure their possessions than their health // Be aware – new online scams reported // The 17 million ‘sandwich generation’ // Remarriage – why you need to update your Will
Spring 2017 inside this issue
Does it make sense to combine your pension pots? // The peace of mind that protection policies can provide // Power of Attorney – why numbers are rocketing // Happy 5th Birthday to the Junior ISA // Regrets people have in retirement, and how to avoid them
Autumn 2016 inside this issue
Junior ISA – cash or stocks and shares // Surviving financially after the death of a loved one // How much will you spend in retirement? // Will Brexit derail pension freedoms? // Annuities – where are we now?
The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.