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Retirement & pension planning

Our expert wealth planners shared their advice on pension planning and preparing for retirement. Read our educational content here.

Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) explained

Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) have always been a grey area for investors. Warned off by the “at your own peril” signs put up by the FCA, many people have been frightened off by the level of risk they would have to take, despite returns being pretty decent.

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The ideal time to review your financial planning arrangements

Has COVID-19 affected your financial plans? Our Head of UK Financial Planning, David Goodfellow explains why you should review them now.

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What to think about when reviewing your retirement plans

If you’re thinking, ‘But retirement is miles away’ or ‘I haven’t reviewed my pension for a while’ it may be time to consider your options. It’s never too early to start planning ahead or to review your existing pension arrangements.

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The COVID-19 and infrastructure Budget

Our Head of UK Financial Planning gives key takeaways from the 2020 Budget.

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Exploring the future – retirement with Baroness Ros Altmann

As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.