Top three reasons for consolidating your pensions
Why consolidate your pensions? The top three reasons for and against merging your old pensions from retirement adviser Wren Sterling.
Tag Archives: Retirement planning blogs
How can you calculate the value of a pension?
Here’s the bad news: working out the value of a pension isn’t straightforward! It depends on the type(s) of pensions you have and when you want to retire, among many other things. In this article, we'll talk about the types of pension you could have, how their values are calculated, how you can get a [...]
The financial planning requirements of James Bond, Harry Potter and Doctor Who
We take a look at the finances of three fictional heroes from the UK and discuss how financial planning could help them. While we had a lot of fun writing this article, it highlights several specialist areas of financial advice, and how versatile an adviser’s toolbox can be.
What is the value of financial advice? £40,000 apparently
According to the ILC, financial advice could make you better off. Find out how financial planning could help you, and the true value of an IFA.
Cashflow planning: visualising financial journeys
Cashflow planning allows advisers to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. Find out more about what it is and how we use it at Wren Sterling.
How to fund a long-term retirement
What should retirees consider when investing for a sustainable, long-term income stream to meet their needs? Simon Morris, Head of Strategic Partners at Premier Asset Management discusses tactics for retirements that could span decades rather than years,
Why directors have unique financial planning requirements
Are you a Company Director? Did you know you could have more options than employees when it comes to financial planning – because you can utilise your business to create a remuneration strategy?
Pension Consolidation: Moving multiple pensions into one for a clearer retirement journey
It can be hard to keep track of multiple pensions, especially if you can’t remember who the scheme is with and when you paid into it. You might consider pension consolidation, a process that allows you to pull all the strands of your retirement savings together into one manageable pot.
When no news is good news
What did the Chancellor say about pensions and ISAs in his autumn budget? Learn more about how to combine to two for your retirement planning.