Latest Articles
What might the predicted restriction on cash ISAs mean for investors?
Stephen Metcalf of Lovewell Blake Financial Planning says that the Chancellor may prioritise ISA reform in her Spring Statement later this month – but is that a practical suggestion?
Nine reasons to boost your pension before the tax year end
There are all sorts of reasons why you should be considering enhancing your pension pot before the new tax year starts in April.
Don’t panic! No need for knee-jerk reactions to Budget pensions IHT announcement
Stephen Metcalf of Lovewell Blake Financial Planning says that pension-holders should avoid any knee-jerk reactions to the Budget announcement that pensions will fall under inheritance tax from 2027.
Did you know: that based on historical data, if you held a portfolio of stocks and shares for one year, there is a 68% chance of making money? But, if you held them for 20 years, you increase your chances to 100%.
People tend to believe that the short-term volatility of the stock market makes it a risky investment, but here is an important fact:
‘A step in the right direction’ towards monitoring the performance of workplace pensions
Stephen Metcalf of Lovewell Blake Financial Planning welcomes a new FCA framework which will assess the performance of workplace defined contribution pension schemes.
‘All you need to know about pensions in 20 minutes’: financial planning firm offers free online webinars as part of pension awareness week
One-to-one pension review appointments also on offer.
Leading Financial Planning firm offers pension guidance sessions as part of Pension Awareness week
A leading firm of financial planners is giving people the chance to take a closer look at their retirement plans as part of Pension Awareness Week, which runs from 9th-13th September.
Is it time to simplify your financial life?
Consolidating your investments with one adviser or financial manager brings a number of advantages, says Stephen Metcalf of Lovewell Blake Financial Planning.
Everything you need to know about workplace pensions
Workplace pensions are a crucial aspect of financial planning in the United Kingdom, providing individuals with a means to secure their financial future during retirement. For employers and employees alike, understanding how workplace pensions work is essential. In this article, we will provide you with a comprehensive overview of workplace pensions, answering common questions and addressing key topics related to employers' and employees' pension contributions.
Required retirement income study should focus all our minds on pension saving
Two newly-published reports are focussing minds on how much we all need to save for retirement, says Stephen Metcalf of Lovewell Blake Financial Planning.
Good Money Week 2023
We are living in a world where it is not unusual for both individuals and groups to actively look for ways to reduce our impact on the environment. For example, ‘Just Stop Oil’ has carried out a series of high-profile protests, including recently disrupting play at Wimbledon and Lords.
Doing our duty on behalf of the consumer
New regulations mean that financial services firms have had to review everything they do, says Stephen Metcalf of Lovewell Blake Financial Planning.
Billions in lost pensions
National Pension Tracing Day, 30th October 2022.