Category: Uncategorized

10 tips to achieving your financial goals

Time to diagnose your money situation with a financial health check?

Even if you have a solid financial plan in place, it still needs to be updated regularly to ensure it reflects any life changes. But what should your priorities focus on now? Is it time to turn your attention to your pension, your ISA, your mortgage, or something else?

Setting up a new life

One of the freedoms of retirement is getting to choose where to live

What makes a good place to retire? It’s one of the most basic questions people ask themselves when they start planning for retirement. It’s also one of the most crucial questions and one that, surprisingly, many people don’t give a lot of thought to.

Divest or engage?

ESG matters are increasingly important in both retirement and investment planning

Environmental, social and corporate governance issues are increasingly in the news, with some high-profile companies facing public scrutiny, corporate action or litigation. In a world where doing good means a better, more sustainable future, environmental, social and governance (ESG) factors have become an essential measure for sustainability and ethics of a business.

Caveat emptor: ‘let the buyer beware’

Increase in victims of financial scams related to COVID-19

As a result of the coronavirus (COVID-19) pandemic, there has sadly been an increase in the number of fraudsters exploiting people’s fears, targeting pension savers, investors and online consumers.

Revolutionising the retirement landscape

Navigating complex decisions to shape your retirement finances

Pension freedoms have put a greater onus on people to keep themselves informed of their options when it comes to accessing their pension money. However, little knowledge and understanding of the rules could mean some people risk making decisions that are not best for them.