Can anyone remember when Pensions Freedom came in? Just me? Apparently not. The Financial Conduct Authority have just conducted an outcome review to see how pension providers have adapted to all the changes. This has been delayed because of the “awfulness” until February 2021. As a financial planner (and a […]
Category Archives: Financial Planning
Blog, Financial Planning, Pensions, Personal Finance, Retirement, Tax, Wealth
Pension death benefits – right pension, right nomination, right now?
16
Jul
Jul
A reported surge* in people wanting to write or amend their wills at the start of COVID-19 (with some legal firms claiming a jump in demand of up to 76%), tells us that the pandemic has sharply focused peoples’ minds on making sure their affairs are in order and that […]
Blog, Budget, Family, Financial Planning, Later Life, Personal Finance, Protection, Wealth
Coping with the unexpected – what price peace of mind?
01
Jun
Jun
For many of us, the last few months have been about ticking some long-awaited jobs off a list. Even for those still working it’s amazing how much time has been freed up when we haven’t got the usual distractions like a social life for instance. At the start of this […]
Blog, Community, Financial Planning, Investments, Personal Finance, Wealth
ESG investing – a new normal?
26
May
May
Over the last year we have been having more conversations around ESG investing – where fund priorities are based on environmental, social, and governance issues. There has always been a small number of individuals who have specifically mentioned that they wish for a particular area to be excluded from their […]
Blog, Financial Planning, Investments, Personal Finance, Wealth
An update from RL Wealth: Covid 19 – what have we learned?
19
May
May
I’ll not to start this with the usual “I hope this finds you well?” as this seems to be at the start of every fund manager communication we’ve had since this crisis began! I do genuinely hope though that you and your family are managing to stay healthy and sane […]
Blog, Business, Financial Planning, Investments, News, Personal Finance, Wealth
Robson Laidler Wealth – Coronavirus Update
07
Apr
Apr
I hope you and your family are coping well with the government restrictions and remain safe and healthy. Many of you may be isolated at home while for others you are facing difficulties in continuing to run your business. Capacity We want to offer any appropriate support whatever your current […]
Blog, Budget, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Protection, Retirement, Wealth
Budget 2020 – Personal Finance Summary
11
Mar
Mar
The new chancellor has just sat down after delivering his first budget statement. The issue of the government’s response to coronavirus dominated the first part of his speech. Of more interest to us and our clients were the measures that directly affect personal finances. Our summary of the key issues: […]
Blog, Employers, Financial Planning, News, Personal Finance, Wealth
Danielle’s wealth of knowledge makes her the perfect appointment
20
Feb
Feb
Robson Laidler Wealth has strengthened its team with the appointment of Danielle Knowles, with more than 15 years industry experience, as a paraplanner. Danielle, 37, has joined Robson Laidler Wealth from a specialist medical accountancy and financial planning firm where she worked in the Corporate Department for 12 years […]
Blog, Financial Planning, Personal Finance, Tax, Wealth
Financial planning in the North East – fail to plan, plan to fail
27
Jan
Jan
It’s a well-known expression and one that we at Robson Laidler Wealth focus 100% of our client time on. To us, working with our clients is not about selling products, we’re always thinking about our clients’ plans and how we might help achieve them with good financial planning. Our priority […]
Blog, Financial Planning, Pensions, Personal Finance, Retirement, Wealth
North East Women – are you financially resilient?
21
Nov
Nov
Recently we hosted an event in conjunction with a national initiative introduced by the Chartered Insurance Institute. The theme was “Insuring Women’s Futures” and it deliberately coincided with National Talk Money Week on the basis that if you get women talking about issues through raising awareness then things might start […]