How much time do you spend planning for retirement? The 2015 pension freedoms gave us greater flexibility over our retirement options, but the reforms have also made retirement choices much more complex. This means we need to start thinking about our retirement earlier. However, half (50%) of respondents aged 45–54 to a LV= consumer survey[1] didn’t think…
Read more
Learning from the past and understanding the present The key to successful investing isn’t predicting the future, its learning from the past and understanding the present. To give your money its best opportunity to grow, whether you’re just starting to build a portfolio or looking to rebalance an existing one, we consider some of the key questions…
Read more
When you quit the rat race, will you really have the time of your life? We all know that we need to save money for our retirement, but knowing it and doing something about it are very different things! Younger generations may be bracing themselves to work well into their 70s – but the early retirement dream…
Read more
Reducing the sudden ups and downs of investment over the long term. The summer months are usually the only time when we think about different currencies and their values as we consider what money to take on our holidays. Where should we get our euros or dollars? How much will we need? Should we purchase travellers cheques, cash,…
Read more
What you have and what you want to happen to it Everyone should have a Will, but it is even more important if you have children, you own property, you have savings, investments or insurance policies, or you own a business. The very act of having a Will drawn up can be beneficial in that…
Read more
Setting goals for retirement Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research. The Set the Right Goals study from Zurich UK found that those who set specific goals for when they are aged 65 or over are more likely to save, putting aside approximately…
Read more
Follow us