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Getting to Know Us – Amanda Cowie, Robson Laidler Wealth

When we meet someone in real life, we ask questions to get to know them better. We listen to their anecdotes, ideas, opinions, and beliefs. We try to unearth their story, and to tell our own. The end goal is to connect. In business the rules don’t really change. We […]

Amanda Cowie

Financial well-being health check for 2020

Love it or hate it, the word “well-being” is being used a lot at the moment, usually in a mental or physical context. At Robson Laidler Wealth we believe that your financial well-being has an effect on how you feel generally that’s why it’s so important. Last New Year I […]

2020 piggy bank

North East Women – are you financially resilient?

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 […]

Talk to 10K

Retirement Planning – 5 things to think about!

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 […]

Retirement Planning

Pensions in your twenties and thirties?!

As a thirty something (and hurtling towards the big 40) I often find myself thinking about retirement and what it’s going to look like.  Not necessarily what I’ll be doing or the fact I’ll be finished work forever (yippee), I’m thinking about money, my pension, and will I have enough […]

young person pension planning

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 […]

Lifetime Allowance – Myths you need to know

For those who haven’t heard of this before, the Lifetime Allowance (LTA) is the amount that a UK individual can hold in a registered pension arrangement(s).  Now the LTA is £1.055m and it is set to increase with CPI every year.

lifetime allowance

NHS Pensions – handy hints to plan your exit

There are loads of articles in the press right now about doctors leaving the NHS.  You may be wishing it was you? For most of the doctors I meet, their NHS Pension will underpin their retirement planning.  So, it’s probably a good idea to get clued up/take some advice if […]

NHS Pension

Financial Planning for North East Women

Come on ladies, it’s time to get a handle on long term finance! There have been a number of headlines recently about women not taking responsibility for their longer-term planning, many leaving it to their partner. Is this a problem? Perhaps not for some, but in my job I see […]

Financial planning for women

Coast to Coast Conquered

Last month I posted an article on my training for the Coast to Coast (C2C) cycle ride. I’m pleased to report our team managed to conquer the ride last weekend despite atrocious weather. We set off enthusiastically from Fernwood House on Friday morning loaded with enough fruit, water and chocolate […]

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