Accessing A Child Trust Fund: What Are The Options?
Last month, the first children to benefit from Child Trust Funds were able to access them. So, what are they and if your child or grandchild has one,…
Should You Take A Tax-Free Lump Sum From Your Pension?
Your 55th birthday, rising to 57 in 2028, often marks being able to access your pension for the first time. The opportunity to take a 25% lump sum…
Pension Age Rises To 57: What Does It Mean?
From 2028, you won’t be able to access your Personal Pension until the age of 57. The government’s decision could affect your retirement plans and…
Good Money Week: ESG And Investment Sustainability
Do you consider sustainability when making financial decisions? With Good Money Week starting on the 24th October, which aims to encourage people to…
5 Things To Consider When You Come Into Unexpected Money
Everyone has at some point daydreamed about what they’d do if they suddenly came into a large amount of money. But what would you do if it really…
5 Things To Check Before Cashing In A Final Salary Pension
If you’re fortunate enough to have a Final Salary pension, you have options for creating a retirement income that suits your goals. But, if you’re…
Does Market Volatility Affect Your Pension Choices?
If you’re retiring this year, you may be worried about what the market volatility caused by Covid-19 means for your options. The good news is that…
UK’s Biggest Pension Fund Divests From Fossil Fuels, What Does It Mean?
The UK’s biggest pension fund, Nest, is beginning the process of divesting its huge portfolio from fossil fuels. But what does that mean and why is…
Six skills successful modern financial advisers share
This article first appeared in Professional Adviser The six skills successful modern financial advisers share What was the first thing you bought…
How advisers can ‘rewire’ their clients’ brains
This article first appeared in Professional Adviser Advisers who understand the workings of human bias will be able to step in and help their clients…
3 Financial Lessons To Teach Young Adults Before They Go To University
Young adults planning to head to university this year have faced more challenges than usual thanks to Covid-19. Yet, come September, thousands will…
5 Ways The Chancellor Could Recoup The Cost Of Covid-19
While the health concerns of the Covid-19 pandemic remain, some of the focus is now shifting to the economic impact. Measures taken to reduce the…