Tag Archives: retirement planning

Retirement Planning – 5 things to think about!

Retirement Planning

Planning for retirement might seem like a long road ahead and we know how hard it is to prioritise saving over spending. When you’ve saved your entire working life, you just want to know that you will be “ok” financially when you eventually stop. We think it’s important to have […]

What happens to my pension when I die?

What happens to my pension when I die?

One of the most regularly asked questions I get from clients is “what happens to my pension when I die”. Your pension can be your largest asset, often exceeding the value of your home. The rules governing pensions can be complex and have changed significantly in recent years. What happens […]

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 […]