The critical factor

Would a tax-free 'lump sum' help if you became seriously ill?

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Investing

Six principles to consider

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Is cash really king?

Retirees exploit new pension freedoms

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Banking on an inheritance

One in three Britons rely on a cash windfall to fund their retirement plans

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Changing financial attitudes

New priorities increase the protection gap

 

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Taxing times

Reduction in the amount those with income of more than £150,000 can contribute tax-free to pensions each year

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Pension planning apathy

More than ten million pots are being left largely unmonitored

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Pensioner scams

Financial fraudsters using reforms to target retirees

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Suits you sir!

Over-50s changing the way they work in later life

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Parents massively underestimate student debt

Helping children financially through university may mean resorting to drastic measures

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Funding a
comfortable retirement

Taking steps to plan for a better future

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Staying connected trumps priorities

Only 39% considered providing financial security for their family as essential

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Rising care needs
for retirees

People going into care could face bills in excess of the total pension pot they retired with

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Mind the gap

Widening void between the 'haves' and 'have nots'

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New domicile rules

Significant structural changes introduced from 6 April 2017

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Cash Flow Modelling

Visualising your financial future

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Unlocking cash in your home – is it right for you?

Funding a pension shortfall or meeting an unexpected expense

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Estate matters

Structuring your affairs efficiently means starting the correct planning early enough

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