Millennials get real with the numbers

Date Added:  18-04-2019  File Type: PDF  Filesize: 101 KB

Millennials are chasing the home ownership dream at the potential cost of a lower income in retirement, new research shows. Over a third (35%) of millennials say they prioritise saving for a deposit on a home instead of their retirement.


Seize the day

Date Added:  18-04-2019  File Type: PDF  Filesize: 575 KB

Over time, with life expectancy and the cost of living rising, it could mean that some retirees are at risk of running out of pension income in later life. So what can you do to make sure that you have a big enough pension to meet your needs for the whole of your retirement?


To downsize, or not to downsize?

Date Added:  22-03-2019  File Type: PDF  Filesize: 305 KB

People don’t often consider the impact that downsizing could have on their retirement, according to new research.


Retirement income

Date Added:  22-03-2019  File Type: PDF  Filesize: 328 KB

‘Will I be able to afford the retirement lifestyle I want?’ is a question that many people ask but struggle to figure out.


Exploring your ISA options

Date Added:  18-02-2019  File Type: PDF  Filesize: 286 KB

No matter what, why or how you want to save and invest, an Individual Savings Account (ISA) could help make your money work harder for you.


Wealth sharing between generations

Date Added:  17-01-2019  File Type: .pdf  Filesize: 551KB

Millennials are set to redefine how wealth is shared between generations, according to new research[1]. Contrary to expectation, it is not millennials (aged 18–34) who appear to be under the greatest financial strain, with 44% saying they are ‘comfortable’ financially. In fact, the research shows they are trying to do the right thing.


Different life events

Date Added:  17-01-2019  File Type: .pdf  Filesize: 237KB

The future may seem far away, but you need to start planning early. Regardless of your goals, there are things you can do to increase your chances of success! We look objectively at your plans to provide solutions that work as your priorities change over the years and you go through different life events.