Pension Advice


Withdrawing from your pension


How much of my pension can I spend each year and not run out of money? A very common question we are asked is “how much can I withdraw from my pension each year to fund my lifestyle, whilst ideally ensuring there is sufficient capital remaining to provide a similar level of income into the […]

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The new State Pension: what the changes mean for you


The new State Pension has been introduced for people who reach State Pension age on or after 6 April 2016. You’ll be able to claim the new State Pension if you reach State Pension age on or after 6 April 2016. This applies to: Men born on or after 6 April 1951; Women born on or […]

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Pension freedom and choice


The new pension legislation announced in the 2014 Budget “freedom and choice” paved the way for a radically different approach to how most pension plans would be accessed and the last 2 years appear to confirm that for those with larger pension funds, annuities are being purchased and used far less frequently. But this freedom […]

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8 reasons to transfer from a Final Salary Pension Scheme


Why would anyone consider giving up their ‘Rolls Royce’ Final Salary pension offering guaranteed, inflation-proofed income, which continues to pay to a spouse after your death? Wasn’t this the source of so many complaints and misselling scandals years ago? A good starting point would be to continue to assume it’s usually not in your best […]

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Pensions Seminar – 26th November – CANCELLED


UNFORTUNATELY THIS EVENT HAS BEEN CANCELLED.  WE SHALL KEEP YOU POSTED ON THE RE-ARRANGED DATE. Pensions Freedom came into force in April this year and there was much trumpeting about how you can now have virtual bank account style access to your pension funds. Pensions Freedom In this seminar, presented by our resident expert Jonathan […]

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More action less consultation please


The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

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Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

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Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

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Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

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