Choosing Company Pension Retirement Options

November 6, 2014 : 8:24 AM

Company Pension Options Will Define Your Retirement Income When you have worked for a company over a number of years and have been lucky enough to build up one of those gold-dust like final salary pensions, the point at which … Read more

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How Much Do I Need in My Pension?

October 22, 2014 : 9:04 AM

The Size of Pension Required is Vastly Underestimated I get asked a lot about what sort of income an investor can expect to receive from their Pension, or what their Pension should be worth in order to give them a … Read more

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Should you Worry About the Markets Falling?

October 15, 2014 : 2:59 PM

Markets Rise and fall The markets have fallen significantly of late which in all honesty is not that much of a surprise given that they were nearing all time highs just before this latest fall. However as the chart below … Read more

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How to Invest an Inheritance

October 8, 2014 : 10:15 AM

Investing an inheritance is a different kind of situation. Typically the inheritance comes with more emotional attachment than other types of money you might have to invest. Because of this you might have conflicting emotions as to how the money … Read more

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Should I Invest in UK or Global Shares?

September 15, 2014 : 2:00 PM

Deciding on whether to invest in UK or Global shares through investment funds is a question I get from many investors. The natural inclination for many I have seen is to invest primarily in UK funds. This I suspect has … Read more

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How Much Should You Save From Your Income

September 8, 2014 : 10:22 AM

This is a question I get asked all the time and one that I often work through with clients. The low cost Financial Surgery we offer provides an excellent opportunity to run through this with an adviser who can ‘do … Read more

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Should you Buy an Annuity with Your Pension?

August 22, 2014 : 4:56 PM

When you reach retirement age or are approaching retirement your thoughts will naturally turn to what to do with your Pension. If you have been good and saved up a substantial amount inside your Pension then you now have the … Read more

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How Much Do I Need in My Pension?

August 4, 2014 : 2:16 PM

This is a question you should ask yourself if you have never done so. Too many people put money away in a Pension, a nominal amount or an affordable amount, without any real attention paid to what that means. Putting … Read more

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Higher Rate Relief on Pension Contributions

July 28, 2014 : 4:50 PM

According to figures from the Taxpayers Alliance, the average family will pay over £650,000 in tax over their lifetime. But, if you are in the 25% of highest incomes of £80,000 a year your tax is double at £1.3m. Naturally … Read more

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DIY Investing

July 21, 2014 : 5:35 PM

I speak to a lot of investors that have previously managed their own portfolio. It is incredibly popular in the UK, as I imagine it is in other countries. We all fancy a dabble now and then, and picking investments … Read more

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