Monthly Archives: July 2015

Compulsory financial advice

Posted on July 1, 2015 by - News, Retirement

Two-thirds of people aged 55 and over believe financial advice should be compulsory at retirement

Two-thirds (65%) of people aged 55 and over who are not yet retired believe that it should be compulsory to receive financial advice at retirement according to findings from Retirement Advantage. (more…)

Passing on your pension savings

Posted on July 1, 2015 by - News, Retirement

It’s never been more important to plan whom you’d like to inherit them

Your pension is your life savings you’ve built up to give you the retirement you want. Since new pension rules came into effect from 6 April this year, pensions have become more flexible – including a cut in tax when a pension is passed on. (more…)

Accumulating wealth for your children or grandchildren

Posted on July 1, 2015 by - News, Protection, Retirement

How to give them a financial head start in life as they grow up in the modern world

Anyone with children knows there will be lots of demands on the household finances, but when it comes to long-term saving, perhaps for university or a first home, even a small sum can give your child a financial head start in life over a long period of time. With this in mind, the Association of Investment Companies (AIC) has taken a look at long-term investment company performance, and what to consider when investing for children. (more…)

Changing work patterns

Posted on July 1, 2015 by - News, Retirement

Over-50s retrain for later life retirement funding

Nearly two thirds of over-50s workers would consider retraining so they could work longer in retirement, research from MetLife[1] shows. (more…)

Smart investing

Posted on July 1, 2015 by - Investment, News

Inside the minds of savers and investors

Now in its third edition, the latest BlackRock Investor Pulse survey takes an in-depth look at Britons’ attitude to money and provides a fascinating insight into the minds of savers and investors. (more…)