Saving into a pension and accessing it comes with a lot of challenges as you need to think about how…
Self-invested personal pensions: Are they right for your savings and achieving life goals?
More people are considering and starting to pay into a self-invested personal pension (SIPP). Increased engagement with retirement planning is…
The 2020/21 end of the tax year guide
The current tax year will end on 5 April 2021, a date when many allowances and tax breaks will reset.…
10 motivational books to help you get the most out of 2021
What are your plans for 2021? Staying motivated when you’re working towards a goal can be challenging for everyone, but…
Financial health check: How do you score?
How do you rate your financial security? When you think about your financial situation, what defines it as ‘healthy’? For…
Are Premium Bonds a good place for your savings?
With interest rates low and investment markets experiencing volatility throughout 2020, you may be looking for an alternative place to…
Have you prepared emotionally for retirement?
Have you started preparing for retirement yet? If you’re nearing this milestone you may have contemplated whether your pension will…
Beware of pension trap when accessing your pension before retirement
For most people, their pension becomes available at the age of 55, rising to 57 in 2028, even if they…
How the inflation measure switch could affect your pension
From 2030, the government will stop using the retail price index (RPI) measure of inflation, instead, it will use the…
7 tips for sticking to your new year’s resolution
‘New year, new me,’ goes the common saying. The start of a new year is often seen as a time…