Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, over 55s were asked how… Read More »Retirement experience among over 55s
How much income will you need for a comfortable retirement? Almost a quarter (23%) of women in their 20s (aged 22-29 years) would be frustrated… Read More »Young women and retirement
What payments can you expect to receive from the government later in life? In April 2024, the state pension rose by 8.5% to £11,502.40 a year for… Read More »State pension awareness
Why the concept of a ‘hard stop’ retirement is becoming less prevalent New research reveals that more than a quarter (28%) of individuals aged 25… Read More »Changing retirement trends
What you need to know to avoid discrepancies and potential financial strain According to research[1], almost a third of UK adults who have checked their… Read More »Many Britons unaware of incorrect tax codes
Sharing values and encouraging children to formulate their own Having a conversation with children about money early on helps them to build financial confidence and… Read More »Building financial confidence in children
Nearly 40% support grown-up children, a spouse or partner, a parent, an elderly relative, or a friend When times are hard, it makes sense that… Read More »Retirees supporting family and friends financially
Research highlights what people consider before making the decision Data has revealed that while a third of over-45s (29%) say they have plans to downsize… Read More »Downsizing in later life
How much money will you have for retirement, where it’s invested, and what are you being charged? According to new research[1], just two-fifths (42%) of… Read More »Only two-fifths of Britons
know how to boost their Pension
Allow your loved ones to benefit more from your accumulated wealth Effective planning minimises the burden of Inheritance Tax (IHT), allowing your loved ones to… Read More »Minimise Inheritance Tax