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.
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
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.
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.
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.
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.