Financial Goal Setting

Date Added:  17-04-2018  File Type: .pdf  Filesize: 80 KB

Our life is an endless series of daily choices, and how we manage those choices determines the outcome of our life. Financial goal-setting is the key to building wealth which enables you to live your life to the full.


Life Events – retirement

Date Added:  17-04-2018  File Type: .pdf  Filesize: 84KB

When planning your retirement income, you need to consider the types of events you would like to happen after you retire that may impact your budget. Thinking about these early could help you when you’re deciding the best way to take your pension savings.


Avoiding hidden dangers in retirement

Date Added:  21-03-2018  File Type: .pdf  Filesize: 188 KB

Dealing with investment and pension risk after retirement.


Investing for the future

Date Added:  22-01-2018  File Type: .pdf  Filesize: 88 KB

Higher inflation and near-zero interest rates mean the responsible thing to do could be to invest rather than to save.


Countdown to retirement

Date Added:  22-01-2018  File Type: .pdf  Filesize: 77 KB

Retirement can mean different things to different people. Understanding how much it will take to provide an income for yourself and potentially a spouse, while also ensuring you are able to leave something behind for your loved ones after your death, is essential.


Pensions and divorce

Date Added:  19-01-2018  File Type: .pdf  Filesize: 396 KB

Breaking up is hard to do! Divorce and pensions are very significant. A pension could be a couple’s most valuable matrimonial asset, in some cases worth more than the equity in the family home.