What’s in your workplace pension default fund?
Default pension funds appeal to those who want a ‘hands off’ approach to their investing. But what are fund managers investing in? Look under the hood of your investments.
Financial education
Should we be worried about inflation?
What is inflation and how is it affecting our finances in 2021? Those of us saving for retirement could be affected more than others.
What is inflation?
Susan Rai-Hutchins shares tips on how inflation affects us, and what we can do to mitigate its effects.
6 steps to your estate planning
If you haven’t started – or if you haven’t written it down – this checklist will help get your thoughts in order.
Why now is a great time to review your finances
We've all had a chance to reflect on the things that are important to us. How have your goals changed recently? Nick talks to Steve Hudson, Independent Financial Adviser, about why now could be a good time to review your finances.
Wren Sterling’s Budget Analysis, March 2021
As the dust settles on Rishi Sunak’s March Budget, we reflected on the key outcomes for our clients, both individually and for the companies that we advise. In this video, Phil Jenkins and Paul Mitchell, Chartered Financial Planner and Director of Corporate Solutions, respectively, run through measures including: The freezing of the lifetime allowance Freezing [...]Self-Invested Personal Pension advice (SIPP)
What is a self invested personal pension? A SIPP (Self-Invested Personal Pension) is designed to allow investors to manage their own retirement savings and is most suitable for those who are confident making their own investment decisions. A SIPP will allow you to invest in different asset classes and funds, and control how much of [...]
Finding the right blend
How has delivering financial advice changed in a COVID-19 environment?
Brewin Dolphin: The crisis has hit my income – should I cash in on my pension?
You can use your retirement savings pot as you wish from age 55 – rising to age 57 from 2028, the government recently confirmed. Yet while this offers flexibility, you need to think carefully before dipping into your retirement funds, or you could trigger unexpected tax charges or whittle away your funds too quickly. Here [...]