Tag Archives: later life

Cashflow planning: visualising financial journeys

in Financial advice, Financial education, Investments, Later life, Retirement planning
Cashflow planning is a bit of a buzz phrase around financial planning at the moment as advisers seek to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. In my mind, cashflow planning is simply showing whether a client’s objectives are attainable using current [...]

Brexit may affect your retirement income options, but don’t panic says financial adviser

in Inheritance Tax, Investments, News, Retirement planning, Tax, Thought leadership
Market volatility caused by the UK’s decision to vote to leave the European Union could negatively impact those looking to secure retirement income in the coming months, a pensions expert has warned. Clive Barwell, Head of Later Life Advice at Wren Sterling, says predicting the future of pensions at this stage is impossible, but that [...]