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Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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Pension Planning

It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.


Automatic Enrolment for Employees

Automatic Enrolment for Employees

A workplace pension is a way of saving for retirement arranged by an individual’s employer. It is sometimes called a ‘company pension’, an ‘occupational pension’ or a ‘works pension’. Automatic enrolment into a workplace pension is an easy, hassle-free way for workers to save for their retirement while they are earning.

Automatic Enrolment for Employers

Automatic Enrolment for Employers

The government has introduced a new law designed to help people save more for their retirement. It requires all employers to enrol eligible workers into a workplace pension scheme if they are not already in one.

How Personal Pensions work

How Personal Pensions work

The fundamental idea of a personal pension plan is simple. You put money into a savings fund and it hopefully grows in value. At retirement, you have several options which are usually designed to replace some (or all) of your employment income.

Pensions & Divorce

Pensions & Divorce

With pensions being most people’s second-largest asset, they can become a major consideration in any divorce settlement.

The Value of Retirement Planning

The Value of Retirement Planning

We all know it’s important to plan for retirement, but many of us are still not planning well, or early enough.

What is a Personal Pension?

What is a Personal Pension?

Personal pensions may be suitable if you are self-employed, if you are not working but can afford to put aside money for retirement, or even in addition to a company pension.

Advice Guide

A guide to investment planning. In this guide, we aim to give you a broad overview of how we could help you with your investment planning. If you’d like to learn more, then get in touch and we’ll provide you with expert advice tailored to your personal circumstances.
The world of investing can seem a bit daunting, particularly if you’re new to it. This pack is designed to demystify some of the basics surrounding investing and give you some insight into how it works. We’ll talk you through your options and our four investment principles to help you make more of your money without taking any more risk than you’re comfortable with.
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