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Saving for retirement in your 40s

Saving for retirement in your 40s

by Gerry Thompson | Apr 12, 2021 | Auto enrolment, Investments, Mortgages, Pensions, Savings, State pension, Wealth planning

By now, you’ve probably been saving for your retirement for several years, and you might have amassed a few different workplace pension pots. Your 40s are a great time to take stock and start to plan for life beyond the workforce.

National Savings hold off on rate cuts

National Savings hold off on rate cuts

by Gerry Thompson | Sep 23, 2020 | Investments, Savings, Wealth planning

National Savings & Investments (NS&I) has cancelled planned rate cuts on a number of its variable rate accounts

Child Trust Funds: a useful nest egg

Child Trust Funds: a useful nest egg

by Gerry Thompson | Sep 9, 2020 | Estate planning, Investments, Tax planning, Wealth planning

The first Child Trust Funds (CTFs) are due to mature this September, giving those who turn 18 in that month access to a useful nest egg.

Holding your nerve with your investments

Holding your nerve with your investments

by Gerry Thompson | Jul 1, 2020 | COVID-19, Investments, Wealth planning

There has been increased volatility in the values of investments while businesses have reacted to the new environment in a variety of ways.

Shifts in the savings landscape

Shifts in the savings landscape

by Gerry Thompson | Apr 30, 2020 | Investments, ISA, LISA, Savings, Wealth planning

If you are aiming to buy your first home, investing in a Lifetime ISA (or LISA) could be a great help.

Future-proofing your retirement finances

Future-proofing your retirement finances

by Gerry Thompson | Jan 30, 2020 | Investments, Life assurance, Pensions, Savings, Wealth planning, Will

The unknowns in your financial outlook can always shift, especially when you come up to retirement.

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500 Charlotte Road
Sheffield, S2 4ER

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Knowles Warwick Financial Services and KWFS are trading names of Knowles Warwick Financial Services Limited, registered in England and Wales under company number 07209098. Authorised and regulated by the Financial Conduct Authority, registration number 599270.

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