Blogs filed under Savings

What do overdraft changes mean for you?

Posted on February 18, 2020 by Peter under: News

Banks have been ordered not to charge customers more for an unarranged overdraft than for an arranged one from April 1st 2020. That might sound...

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4 ways you can efficiently pass wealth on to the next generation

Posted on February 18, 2020 by Peter under: News

Do you intend to pass on wealth to loved ones? If you want to help children and grandchildren become more financially secure, you need to...

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What is the purpose of your retirement?

Posted on February 18, 2020 by Peter under: News Retirement

Purpose in life gives you a sense of direction and provides meaning. Having a purpose can improve your wellbeing throughout life, and it is no...

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3 things to keep in mind when accessing your pension at 55

Posted on February 18, 2020 by Peter under: News Pensions

For most people, their pension becomes accessible from the age of 55. If you are nearing your 55th birthday, you might be tempted to make...

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Decade of low interest rates: How has it affected your savings?

Posted on January 17, 2020 by Peter under: News

As we enter a new decade, you may be looking back on the last ten years. Hopefully, you have reached a few goals and taken...

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New tax year checklist: 7 things to do before April 2020

Posted on January 17, 2020 by Peter under: News

The current tax year is almost over. Our handy checklist below is designed to help you get the most out of your money and allowances...

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DIY money management could cost you in the long run

Posted on January 17, 2020 by Peter under: News

Whilst it can be tempting to save and manage money by taking a DIY approach to finances, it could end up costing you money. Research...

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6 things the mini-bond scandal can teach investors

Posted on January 17, 2020 by Peter under: News

Thousands of investors have been sucked into putting their money into unsuitable mini-bond products following extensive advertising, particularly on social media. The Financial Conduct Authority...

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The tapered annual allowance: What you need to know

Posted on January 17, 2020 by Peter under: News

Managing pension contributions and tax liability can be tricky. If you are affected by the tapered annual allowance, it can be even more challenging. The...

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How do UK pensions compare to the rest of the world?

Posted on January 17, 2020 by Peter under: News Pensions

Pensions are a crucial part of planning for retirement, but how do pensions in the UK compare to the rest of the world and how...

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