Since Pension Freedoms were introduced in 2015, Annuities have fallen in popularity. Instead, many modern retirees prefer to choose the flexibility offered by other options. But Annuities can still provide…
Author: Mark Penston
Final Salary pensions are often seen as gold-plated and an attractive way to fund retirement. However, a number of people are choosing to transfer out of these pensions in favour…
When it comes to making decisions, there are a whole host of factors that have an influence. It is no different with financial decisions, including investing. While we know they…
Back in 1999, then Chancellor Gordon Brown announced the introduction of the ISA. While they have since become an integral way to save, they were not welcomed when first introduced….
A son can bear with equanimity the loss of his father, but the loss of his inheritance may drive him to despair – Niccolo Machiavelli (Italian writer 3 May 1469…
In October 2018 we witnessed the return of volatility in investment markets. The previous ten years had provided steady returns, known as a bull market, since the financial crash of…
There is precious time left before tax year end on April 5th. Don’t leave your tax planning to the last minute; there are valuable allowances to use before it’s too…
With New Year celebrations behind us, it’s time to start focusing on goals and plans for the upcoming 12 months. Looking at what 2019 holds in terms of finance might…
Choosing to divorce is rarely an easy decision to make, and it’s often one that people grapple with for months or even years before moving forward. There are many reasons…
As professionals working directly with clients, we all understand the importance of building successful client relationships. After all, these relationships are a core part of the service we deliver, whether…