Month: August 2021

No such thing as a ‘no-risk’ investment 

Posted on August 25, 2021 by - Investment

Knowing how much risk you are comfortable taking is key

All investments carry some degree of risk. When you invest, you make choices about what to do with your financial assets. Risk is any uncertainty with respect to your investments that has the potential to negatively affect your financial welfare.

Pension Lifetime Allowance

Posted on August 18, 2021 by - Retirement

Do you need to take action to avoid risking additional tax charges in retirement?

When it comes to your pension, you might assume that the more that you can save into it, the better. But that’s not always the case. Once your pension savings reach a certain level, you may need to take action to avoid risking additional tax charges in retirement.

Money’s too tight to mention

Posted on August 11, 2021 by - Retirement

Looking to retire from work, not a paycheck?

When it comes to retirement insecurity, one concern dominates all others – the fear of running out of money during retirement. And with people living longer than ever before, it’s a very valid concern.

How to future-proof your finances as a parent

Posted on August 4, 2021 by - Financial Planning

A momentous event that can change every aspect of your financial stability

The coronavirus (COVID-19) pandemic has had a shattering effect on the country. Future-proofing your finances can help you feel more secure about what lies ahead – whether that’s preparing for big life milestones, such as starting a family, or navigating difficult periods, such as unemployment or poor health.