When I’m gone

Date Added:  16-07-2018  File Type: .PDF  Filesize: 543KB

Although it may not feel like it, your family finances are probably more precarious than you think. It’s all well and good when the breadwinners are healthy and working, but if something unfortunate were to happen, the outlook for those around you could change instantly.

Download

Generous grandparents – The bank that likes to say ‘yes’

Date Added:  15-06-2018  File Type: .PDF  Filesize: 97KB

Forget the Lamborghini – 2.4 million UK grandparents have either raided their pension to support their grandchildren or plan to in the future. According to research from LV=, a quarter of generous grandparents (25%) who have already given away money to their grandchildren[2] have taken the funds from their pension. A further one in six (16%) plan to use their pension for this reason once they reach retirement age.

Download

Your money, your choice – Supporting your financial requirements

Date Added:  15-06-2018  File Type: .PDF  Filesize: 377KB

You can pay into as many pension schemes as you want; it depends on how much money you can set aside. There are several different types of private pension to choose from, but in light of recent government changes the tax aspects can require careful planning. So what do you need to consider?

Download

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.

Download

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.

Download