Articles in "Financial Planning"

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When can I retire?

11.01.2021
Scott Hansell
Financial Planning
2 min read

Firstly, that’s a great question. The simple answer is that you can retire when you have adequate wealth to do so. This can be a mixture of pensions, savings, investments, and property.

Ricky Banham

Changes to pension access

08.12.2020
Ricky Banham
Financial Planning
1 min read

Under the current ‘pension freedom’ rules, individuals over the age of 55 can access their pensions - how and when they choose to do so; however, the government has recently confirmed that this is set to rise to age 57, by 2028.

Documents

Attitude to Risk Vs Capacity for loss

12.11.2020
Andrew Spaxman
Financial Planning
3 min read

The difference between a perceived attitude to risk and actual capacity for loss can often be confused.

Investment analytics

Introduction to active and passive investment management

10.09.2020
Ricky Banham
Financial Planning
3 min read

A tracker fund is a simple way of investing your money in company shares, bonds, and other assets.

Richard Ince

What is Relevant Life Insurance

04.11.2019
Richard Ince
Financial Planning
2 min read

In an ever more competitive employment market, employers are looking closer at the overall benefits they offer, beyond just salary.

Glossary

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