Tag Archives: pension

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 [...]

How to avoid a pension scam

in Investments, Retirement planning, Thought leadership
Pension scams are becoming more frequent and costing victims an average of £91,000. According to recent data from Action Fraud, more than £23m was lost to scammers in 2017. Pension freedom has created many opportunities for scammers to target people approaching retirement with access to their retirement funds. Pension scams in numbers A total of [...]