Knowledge Centre

Knowledge Centre

Latest insights & resources

Market update – politics continues to set the agenda

Market Update

From Brexit to a Donald Trump presidency – we live in very interesting times. Although there is a great deal of uncertainty around at the moment, global markets has so far largely fared okay.

The rise of financial scams

Financial Scams

With financial scams on the increase, we want to make sure you’re fully informed on the matter. Our downloadable guide provides all the information you need to protect yourself from fraudsters.

Retirement jargon buster

Retirement Jargon Buster

Here are explanations to some of the key terms you may come across when planning your retirement: 

How to address an income shortfall

If there’s a gap between your retirement expectations and your savings and you’ve not reached the point of retiring, it’s time to take action. The sooner you look into addressing a retirement income shortfall, the more time there is to make meaningful changes. Otherwise you might have to make some sacrifices.

So what can you do?

When can I start to take my pension?

When can I start to take my pension

When the finishing line to your working career starts to come in view, it’s typical to ask “when can I start to take my pension?” and not know where to begin.

Do you feel prepared for your retirement?

Retirement tracker

Research has found more than half of UK working people haven’t started saving for their retirement, with 49% having an “ostrich mentality” of not knowing how much they’ll need.

What are the new inheritance tax rules?

Hold on tight

Historically, Inheritance Tax (IHT) has been considered a problem for only the very rich. However, nowadays it is an issue for many others. Statistics show an average 109 families a day are dealing with the consequences of IHT, so it is important to ask yourself the question: “Are you and your family liable?”