Monthly Archives: June 2024
The Impact of Market Volatility on Target Retirement Funds
Let’s start with an interesting, if not concerning, fact about pensions and target retirement funds. A recent survey showed that 19% of savers have never checked the value of their pension. Did that surprise you? You need to know the value of your pension fund to make it easier to plan. Your pension assets should […]
Posted in Retirement Planning
Are you thinking of reducing your personal protection insurance?
The UK economy has been under pressure over the last decade after facing several financial challenges. While there have been slight signs of improvement over the last few months, the short-term outlook is still unclear. At the same time, inflation continues to fall from the double digits seen in 2022 and 2023 and is now […]
Posted in Insurance
Understanding the Role of Financial Advisers in Estate Planning Services
While estate planning services may not be the easiest topic to discuss at the breakfast table, they should be part of your long-term financial plans. This is where the role of a financial adviser is critical, providing opinion, guidance, and advice from a neutral position. As with many financial strategies, it is as much about […]
Posted in Financial Planning, IHT Planning
Finance and Politics: How Might a Change in Government Affect Your Finances?
Nothing is ever certain in the world of finance and politics, but as we approach the 4 July general election, opinion polls suggest a change in government may be imminent. This has prompted many people to approach their financial adviser for guidance – reevaluating their finances and investment strategies. We will now examine the ways […]
Posted in Financial Planning