Month: February 2022

The power of a plan

Posted on February 23, 2022 by - Financial Planning

How to create a personal financial plan in 8 steps

When thinking about your future financial wellbeing, it can be helpful to consider a plan. It is a good idea to have a clear sense of what you want from life and use this as a guide for making important decisions.

Pensions and retirement still remain a taboo

Posted on February 16, 2022 by - Financial Planning

When it comes to marriage and money, it’s good to talk

Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research[1]. More than three-quarters (78%) of non-retired married[2] people do not know what their spouse’s pensions are worth.

How can I protect my money from inflation?

Posted on February 9, 2022 by - Financial Planning

Five questions to ask before inflation really takes off

‘How can I protect my money from inflation?’ is a question that many people may be asking themselves right now. In the current economic climate, rising inflation is becoming a concern for people with savings and investments.