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Category: Retirement Planning

3 September 2021
Reading time: 4 minutes
Retirement Planning

From phishing to phone calls: stop fraudsters in their tracks

By Andrew Megson

Despite the efforts of the Government and financial services regulatory bodies to clamp down on fraudsters, their presence is more…

25 June 2021
Reading time: 4 minutes
Retirement Planning

When should savers question their pension provider?

By Andrew Megson

Retirement finance can be confusing, which can put some people off questioning how their pension provider is managing their pot.…

9 June 2021
Reading time: 4 minutes
Retirement Planning

Should savers continue contributing to a workplace pension?

By Andrew Megson

“A little goes a long way”, as Charles Dickens once said. Indeed, this quote resonates with many elements of our…

14 May 2021
Reading time: 4 minutes
Retirement Planning

How to manage debt in retirement

By Andrew Megson

Struggling with debt during retirement is much more common than many people assume. While some credit cards impose maximum age…

4 May 2021
Reading time: 4 minutes
Retirement Planning

What is the difference between advice and guidance?

By Andrew Megson

“What’s the point in seeking financial advice when I can get guidance for free?”. We regularly get asked this question…

1 April 2021
Reading time: 4 minutes
Retirement Planning

Top five misconceptions about retirement finances

By Andrew Megson

The internet has brought us many benefits; the ability to access a plethora of information about almost anything within seconds,…

19 March 2021
Reading time: 4 minutes
Retirement Planning

How can advisers restore public trust?

By Andrew Megson

Trust – or lack thereof – has been a long-standing issue within financial services. Previous scandals within the industry, such…

29 January 2021
Reading time: 5 minutes
Retirement Planning

Have I left it too late to save for retirement?

By Andrew Megson

For many UK adults, it will feel like only yesterday that they were just starting out in their chosen careers.…

22 January 2021
Reading time: 4 minutes
Retirement Planning

When should you take out your 25% tax-free pension lump sum?

By Andrew Megson

According to research from Resolution Foundation, once an adult reaches the age of 50, they start to become happier with…

15 January 2021
Reading time: 4 minutes
Retirement Planning

What can retirement planners expect in 2021?

By Andrew Megson

The pension industry can be confusing at the best of times. However, throughout the previous twelve months, further layers of…

3 December 2020
Reading time: 4 minutes
Retirement Planning

How to plan for an unexpected retirement

By Andrew Megson

Social distancing measures brought about by the coronavirus pandemic has made it difficult to make plans even a week in…

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