Blog - Archive for the ‘Financial education’ Category

Pension or ISA

25th Nov, 2021

Personal pensions and ISAs are, arguably, two of the most well-known ways in which people can save for the future. But which is best? In this post I will set out the key differences. If you are interested in setting up either a pension or ISA, book a free initial meeting with one of our […]

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What will happen to my personal pension when I die?

18th Nov, 2021

Due to the auto-enrolment rules, more people than ever have some personal pension savings. In some cases, personal pensions can form a significant portion of financial wealth. But do you know what will happen to this money when you pass away? Advice Our advisers can help you review your existing pension savings to ensure the […]

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Make Sure You Cover All Bases

19th Mar, 2021

  Do you have critical illness cover? Are you sure? As part of an initial client meeting I always ask what protection policies are in place. This could be work benefits (such as sick pay or death in service benefits) or standalone policies (such as life cover, critical illness policies). Quite often, clients with a […]

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2020 Budget

11th Mar, 2020

Today (11th March) the Chancellor of the Exchequer, Rishi Sunak, announced the government’s spending and taxation plans for the coming year. Besides various measures announced to combat the economic impact of the “coronavirus”, the Budget covered everything from changes in welfare to changes in personal finance (which I have focused on in this post). If […]

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