It’s that time of year again. Pension Awareness Week is back for 2024, running between 9th and 13th September, and to celebrate our financial planning team RL Wealth have put together this seven point plan on why its best to save into your workplace pension! Why you should save into […]
Category Archives: Retirement
Blog, Financial Planning, Healthcare, Medical, Retirement, Tax, Wealth
Latest Financial Updates for Healthcare
11
Jul
Jul
Following the AISMA conference (Association Independent Specialist Medical Accountants) the healthcare team at Robson Laidler have pulled together the key areas and latest financial updates that our healthcare professionals should be aware of: NHS pension problems We know that your pension is always on your mind due to […]
Blog, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement
Pension planning – a few things to consider
14
Sep
Sep
Pension Awareness Week is back and this year it’s celebrating 10 years of making a positive difference. Now is the time to get to know your pension better than ever and prepare for the future you want. Our financial planning team Robson Laidler Wealth are on hand to guide and steer […]
Blog, Pensions, Retirement, Taxable Benefits, Wealth
Financial Planning Life Stages: planning for retirement
25
Jan
Jan
In this vlog we discuss retirement planning with our model couple, Andy and Sarah to ensure they don’t run out of money. Andy and Sarah are now in their late 50s – they have a joint income of £140k, they have savings in stocks and shares and investment ISAs and […]
Blog, Family, Financial Planning, Pensions, Personal Finance, Retirement, Wealth
Financial Planning Life Stages: Planning for university fees and retiring sooner
11
Jan
Jan
This vlog: Planning for university and retiring sooner demonstrates the situation of our model couple Andy and Sarah, both now aged 49 and who have a 17-year old daughter who is thinking about going to university and a 13-year son who will most likely do the same. They have approached […]
Financial Planning, Healthcare, Medical, Pensions, Retirement, Wealth
NHS Pension – exit planning tips
15
Nov
Nov
In 2019 Robson Laidler Wealth wrote a blog entitled NHS Pensions – handy hints to plan your exit This has been one of our team’s most viewed blogs yet since 2019 there have been a few changes, which you should be aware of. One thing that hasn’t changed and […]
Blog, Financial Planning, Healthcare, Investments, Later Life, Pay, Pensions, Personal Finance, Retirement, Tax, Taxable Benefits, Wealth
The Autumn Budget Changes to Pensions
03
Nov
Nov
If you have a UK pension then you may need to be aware of three important changes that were announced in the recent Autumn Budget: No 1. The change to the age that you can take an income from an invested pension. We’ve been mentioning this to our clients […]
Blog, Events, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Pensions Awareness Day – All you need to know
15
Sep
Sep
Pension Awareness Day takes place annually on September 15 with the aim to alert the nation that they need to save more for their retirement. So what do you need to be aware of exactly? Here’s some tips from Chartered Financial Planner Amanda Cowie director at RL Wealth: Pensions are […]
27
Aug
Aug
Whether you are a busy professional, medic or business owner, the simple answer to the question, “when should I start planning my retirement?” is – now! It’s never too early. If you organise your life now you will minimise stress for yourself and your family in future. Holiday season […]
Blog, Financial Planning, Healthcare, Later Life, Medical, Pensions, Personal Finance, Retirement, Wealth
Financial Planning for GPs
14
Jun
Jun
GPs need to focus on their future financial planning just like the rest of us. Most GPs we talk to are working long hours in addition to patients with Covid, they are dealing with the fall out of long Covid, mental health issues exacerbated by the pandemic and also those […]