Finance jargon buster

Finance jargon buster

Saving long-term or short-term in the 21st century is rarely straight-forward. There are a myriad of rules and regulations surrounding tax1 and investment – and on top of that there is likely to be a plethora of financial options which can be difficult to navigate...
What will my retirement look like?

What will my retirement look like?

There is no doubt that the earlier you start contributing regularly towards a pension pot, the more savings you could have for your retirement. But how can you determine the amount of funding you will need? Have you put enough by to satisfy that bucket list? Will you...
Your pension: the good, the bad and the tax

Your pension: the good, the bad and the tax

The subject of tax is a topic many people tend to shy away from. Apart from it being a very dry subject, it can be immensely complex. But perhaps most of all it is forever perceived as the ultimate reason why our hard-earned cash is reduced before we have a chance to...
How do my pension options change at 55?

How do my pension options change at 55?

Here’s the good news: things get a whole lot more interesting with your pension pot when you reach the age of 55. Now that is something both to look forward to and plan for as you approach the retirement zone. Thanks to the pension freedoms, introduced by the...
Can I leave my pension to my child?

Can I leave my pension to my child?

Many people want to leave their assets to their children or family members when they die, and a pension is a tax-efficient way to do this. This is because the majority of pensions are not considered part of a person’s estate so are exempt from inheritance tax....