Articles of interest

Retirement freedoms
Ensure your future income will allow you to enjoy the lifestyle you want. Preparing for retirement is like getting ready for a journey – it

Thinking ahead
How our retirement plans may change in response to the coronavirus pandemic. The coronavirus (COVID-19) pandemic has touched virtually every part of our lives and

Building a strategy that meets your financial needs
Preparing ourselves for life to be really strange for some time. The only constant in life is change, which is why individual financial life planning

Retirement matters
Staying invested and giving your money the greatest chance to grow. Perhaps the most common investment advice is to stay invested. But with markets being

Inflation-proofing your portfolio
One of the biggest threats to the health of your investments. The coronavirus (COVID-19) pandemic has had a dramatic effect on the global economy. Around

Risk of retirement longevity
Maximising investment returns over a longer life expectancy. There are lots of variables in retirement: how long people will live for, the costs of goods

How secure is the future of your family or business?
How secure is the future of your family or business? Projecting ourselves into the future to see what’s around the next bend is not an

Beware of pension fraudsters
Beware of pension fraudsters Safeguard your hard-earned retirement savings from COVID-19 scammers Fraudsters are exploiting fears over the COVID-19 pandemic to target pension savers and

Focus on long-term horizons
Focus on long-term horizons Time in the market, not timing the market During this difficult time, fear and worry are understandable, particularly as the coronavirus

Coronavirus impact on the global economy
Coronavirus impact on the global economy It’s more important than ever to stay the course The coronavirus (COVID-19) outbreak is first and foremost a human

Retirement savings longevity
Retirement savings longevity Are you facing a pensions challenge? We all want to ensure we have sufficient funds when we retire so we can spend

Planning for tomorrow
Planning for tomorrow Will my retirement income be enough to live on comfortably? The questions our clients almost always ask us are: ‘Will I be