Archive Results

Month: October 2020

The Lifetime Allowance- Are You At Threat?

Oct 30, 2020

    When it comes to pensions, it is important that we encourage friends and family members to put money into one sooner rather than later. And considering the UK’s ageing population, who knows how long our pensions may need to last us? After all, they’re a great way to save for the future, and

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Pension ‘A’ or Pension Bee: Can You Plan Your Retirement Online?

Oct 28, 2020

As a firm of Independent Financial Advisers (IFAs), we are often explaining the benefits of Pension Consolidation – how it untangles clients’ various pension plans and pools the funds into just one plan. Subsequently, we’ve had a couple of new clients ask us how we differ from businesses like ‘Pension Bee’ (if you watch TV

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Financial Planners – Just making the rich richer?

Oct 7, 2020

  We Financial Planners get a lot of stick for only ‘helping the rich get richer’. Exclusively making money for individuals who already have money. Which for a variety of personal, political and moral reasons, people seem to have a problem with.   So is it true? Is that really all that financial planners are

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