We had the pleasure of hosting a remarkable client event that brought together some incredible individuals for a night of networking and discussion.
Picture this – you’re thinking of retiring. You’ve reached the magical age of 65. It is now time to retire from the hustle and bustle of the last 30+ years of work, and transition from being a lifelong contributor to the labour force, to a life of freedom, choice, and perhaps sporadic income payments.
The decision to take out financial protection is often triggered by significant life milestones. However, research suggests that the cost of living crisis and changing lifestyles mean many families are overlooking the importance of a financial safety net.
Rishi Sunak is reportedly drawing up plans to provide a “midlife MOT” to assess the financial health of workers and retirees. Taking stock of your finances in your 40s and 50s could lead to greater financial freedom in the future. Read on to discover five initial steps you can take to review your wealth.
Tax relief could boost your pension and mean you have more financial freedom in retirement. Yet it’s something that you may overlook when reviewing your pension, as analysis suggests that some workers aren’t claiming their full entitlement.
When you look at investment performance with the benefit of hindsight, you may think you could predict how markets will move. Yet, markets are unpredictable and expert forecasts prove how difficult timing the market is.