Monthly Archives: September 2013

Building new Untouched pension savings

Posted on September 3, 2013 by - Uncategorized

An opportunity to potentially improve tax-efficiency

rawdown is the main alternative to a secure annuity income. It is more flexible than an annuity but is also more complex and higher risk. Figures from Skandia (08 July 2013) show only one third (35 per cent) of people in drawdown are actually taking their full income allowance. (more…)

Real help when you need it most

Posted on September 3, 2013 by - Uncategorized

A very difficult time for your health and your wealth

The diagnosis of a serious illness can mean a very difficult time for your health and your wealth. But critical illness cover can provide vital financial security when you need it most. Most homebuyers purchase life assurance when they arrange a mortgage, but overlook critical illness cover, another form of financial protection that we are statistically more likely to need before reaching retirement. (more…)