1 in 3 savers worry they’ve “lost” a pension. Here’s how to track them down
It’s easier than you might think to lose track of pensions, especially if you move job or house. It could…
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Senior Financial Planner | Blog Archive | Biography
5 important things to check this Pension Awareness Day.
If you’re guilty of ignoring your pension, a review ahead of Pension Awareness Day on 15 September can help make…
Young investors are championing the “S” in ESG investing, so what does it mean?
A survey has found that young investors considering ESG factors are most concerned about social issues. It could lead to…
Two-thirds of retirees are planning a flexible retirement, but many don’t understand the potential tax implications
More people are planning a flexible retirement where they continue to work in some form. It can help your income…
Misconceptions mean that 40% of homeowners don’t have life insurance
Life insurance could provide your family with financial security if you pass away. Yet, a survey suggests that many homeowners…
Investment market update: February 2022
Tensions in Europe and the invasion of Ukraine affected stock markets around the world. Here’s your investment market update with…
The ESG investment trends to watch out for this year
The pandemic and the climate conference in 2021 are driving some of the key ESG investment trends this year, including…
Inheritance Tax receipts rise again. What can you do to minimise the bill?
The amount of Inheritance Tax paid has increased and a freeze on allowances means it will affect more families in…
8 things to do to give your finances a spring clean
As spring approaches, now is the perfect time to review your finances and assets. This can help make sure the…
Investment market update: December 2021
As 2021 drew to a close, high levels of inflation, supply chain issues, and the challenges of a new Covid-19…
7 new year resolutions that could improve your financial wellbeing
This year, making a new year resolution that considers your long-term financial wellbeing could have a positive impact far beyond…
Spend, save, or invest: What should you do with your child’s Christmas money?
If your children will receive money this Christmas, it can be an excellent way to teach money skills, from the…
More people plan to work past traditional retirement age. Here’s what they need to consider
More people are expected to work past State Pension Age by 2030. Work can provide a sense of purpose and…
7 steps to take when you receive an inheritance to make the most of it
Receiving an inheritance can be life-changing. But it can also be overwhelming and you may not know where to start…
Why switching to a sustainable pension is the best thing you can do to tackle climate change
A sustainable pension could prove to be an environmentally friendly alternative to your standard pension. Read about whether an ESG…
Life after lockdown: What do you want to achieve?
As lockdown restrictions lift, now is a great time to start thinking about what you want to achieve next year…
How compounding could help younger generations become a pension millionaire
Retiring with a £1 million pension can seem like an impossible challenge for young workers. Yet, with the benefits of…
5 reasons why Generation X need to engage with their pension to achieve security in retirement
While retirement may be some way off for Generation X, changes to pensions, lifestyle and the State Pension means they…
How has Covid-19 affected ESG investing? Signs suggest it could become mainstream
While there were concerns that Covid-19 would have a negative impact on ESG investing, reports suggest the opposite is true.…
6 tax allowances to use before 5 April 2021 to boost your finances
The current tax year ends on 5 April 2021. Some allowances will reset after this date. Making use of them…
Your 2020 Spending Review summary
Find out more about the announcements Rishi Sunak has made as part of the Spending Review and what they could…
Imminent Retirement Planning in 2020 – Brighton IFA’s 7 step plan
If you’re retiring this year, congratulations! Jim Rixon, Independent Financial Adviser at Pembroke Financial Services, who offer expert pensions advice…
Ethical Investing with Sussex’s leading IFA: Investing on principle
Whether it’s the Extinction Rebellion protests or Greta Thunberg’s speech to the UN, there has been a renewed focus on…
How much is enough on pension contributions?
Pension contributions rose in April for many people, but the increase may still not be enough to fund a comfortable…