Category Archives: Later Life

Tens of thousands entering retirement each year without taking advice

Retirement advice

New analysis from the Association of British Insurers (“ABI”) shows very low levels of retirement readiness. This isn’t really surprising to us but continues to be a bit worrying! Of the 62,000 people accessing some of their pension via drawdown for the first time during a 6 month period, 34% […]

North East Medical Professionals – are changes to pension tax rules affecting you?

NHS Pension blog

Has anyone noticed the increase in the number of articles lately relating to doctors and their pensions? One of the more recent headlines this April was the British Medical Association warning the Chancellor that senior doctors would have to cut their NHS working hours if the recent changes to pension […]

Can I order a prescription for financial piece of mind?

NHS Pensions

We know / that as busy medical professionals, it’s difficult to find time to prioritise your own plans.  For most doctors, your NHS Pension will underpin your plans to reduce hours/stop work altogether later on. However, there have been so many changes to the NHS Pension and pension legislation in […]

When Is Your Financial Independence Day?

If you are like me you may sometimes think about what life will look like in the future when you don’t have to work?  You may think of the hobbies you have or will take up or the extra time you can spend with your family.  You may be considering […]

Tax year end planning 2019 – Employees: sacrifice your bonus for an employer pension contribution

Clock GIF

With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: Employees: sacrifice your bonus for an employer pension contribution We’re approaching ‘bonus season’ for many companies. […]

Tax year end planning 2019 – Approaching retirement: boost pension saving now before triggering the Money Purchase Annual Allowance

Clock GIF

With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: Approaching retirement: boost pension saving now before triggering the Money Purchase Annual Allowance Anyone looking to […]

We Know / you want to see our new video

Robson Laidler Wealth video

Robson Laidler Wealth are here to support you in your lifestyle goals and objectives. We’re all quite good at planning for the short term, but what about the long term? Robson Laidler Wealth are here to help you answer the question; “Will I be financially OK in the future?” Our new video showcases […]

Top Tips for Financial Planning

Financial planning meeting

It’s 2019. Perhaps you are recovering from the festive excess in more ways than one?! You think, OK, it’s time to take stock. Sort things out. Stop putting important things off. Or is that just me? You may have already done some thinking ahead, booked the holiday, made enquiries about […]

Amanda gains much sought after later life accreditation

Amanda Cowie gains accreditation

Robson Laidler Wealth Director Amanda Cowie has recently received an accreditation from the Society of Later Life Advisers (SOLLA).  There are only three other Independent Financial Advisers in Northumberland and Tyne & Wear who hold this. The Later Life Advisers Accreditation has now become established as the industry standard of […]