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July 2018
Maximising retirement income
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July 2018
Time to start looking at accessing your pension? Income drawdown is a way of using your pension pot to provide you with a regular retirement income by reinvesting it in funds specifically designed and managed for this purpose. The income you receive will vary depending on the fund’s performance. Read full article
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July 2018
Countdown has commenced
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July 2018
Are you on track to a financially secure retirement future? When you are at the point of retiring, the new pension freedoms have opened up all sorts of alternative strategies to taking your pension benefits. The very concept of retirement is changing. Read full article
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July 2018
ISA rules and Inheritance Tax
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July 2018
Families set to pay millions in unnecessary tax There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. Given that some people have been able to amass over a million pounds in their ISAs, it’s an area where lack of knowledge could prove costly. Read full article
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May 2018
Make it a date
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May 2018
Keeping your target retirement plans on track Most over-45s are not making plans to match their hopes for the future, according to research from Standard Life[1]. The vast majority (86%) of those aged 45 or over are already dreaming about escaping their working life for retirement, but only 8% of the same age group have recently checked the retirement date on their pension plans to make sure it is still in line with their plans. Read full article