The best National Trust gardens for a winter walk
The days are getting darker and chillier and you may have plans to stay inside where it’s cosy. But getting out and about can boost your mood, plus frost and beautiful winter-flowering plants mean a…
Revealed: the wellbeing and emotional impact of financial advice
It should come as no surprise that we believe financial advice adds real value to the lives of our clients. While the financial benefits of advice are often discussed, the value it can add in…
Talk Money Week: The benefit of family financial planning
Each November, Talk Money Week takes place. It aims to get the nation talking about managing money, from discussing pocket money with children to chatting about pensions. Money can be a taboo subject, even among…
Why a desire to keep active is driving flexible retirement goals
Brits planning for retirement are shunning a traditional ‘cliff-edge’ approach. Instead, as life expectancy increases, we’re more likely to view retirement as a transition. While it presents an opportunity to pay into a pension for…
Underestimating the amount you need in retirement: How a mid-life check can help
Do you know how much you need to save into your pension for the retirement you want? Millions of pension savers are underestimating how much they’ll need once they give up work. It’s a miscalculation…
Are you taking an unsustainable amount from your pension?
If you’re choosing to access your pension flexibly, one of the risks is that you could take too much from your pension too soon. Your pension is likely needed to provide an income for several…