Wimbledon's Leading Firm of Chartered Financial Planners

The Million £ Question

Rather than talk about all aspects of the budget yesterday, I thought I would focus on one particular area – the reduction in the lifetime allowance from £1.25million to £1million.  There has been a trend in recent years for the allowance to fall and the Chancellor has again chosen to reduce the burden on the […]

Pension Fund Charges

The Pensions Minister, Steve Webb, has launched a “full-frontal assault” on pension fund charges, proposing a cap on the management fees of certain new pension schemes. He points out that while management fees of small percentages sound low, they accumulate to become large sums of money over a lifetime. The point he makes about the […]

5 Key Concerns for Retirees

Are you relishing the arrival of your retirement, whenever it may be due? A recent survey from Aegon found that whilst people continued to have positive aspirations for retirement, there was nevertheless a widespread lack of confidence that retirement would actually deliver. With careful planning though, you can address all of your potential concerns and […]

Ten questions to ask yourself about the new pension freedoms

1 – How long will my money have to last? We now tend to live longer. An average 65 year old in good health is expected to live for another 24 years and one in four people could now live to see their 95th birthday. Our retirement savings are going to have to last us for […]

March Market Commentary

At last! A full house, ladies and gentlemen. For the first time since we started this bulletin all the major world stock markets moved resolutely upwards in February. Some by a little, some by a lot and some – step forward the UK – finally breaking through a previous high from the last century. Whether […]