A BETTER UNDERSTANDING
Pensions & Retirement

Setting up a New Life

One of the freedoms of retirement is getting to choose where to live What makes a good place to retire? It’s one of the most basic questions people ask themselves when they start planning for retirement. It’s also one of the most crucial questions and one that, surprisingly, many people don’t give a lot of thought to. If there was…
Jen Paice
October 27, 2020
Uncategorized

Podcast – Responsible Investing – by Default or Design

Episode 5 is now live! https://linktr.ee/fourwordpodcast This episode is called Responsible Investing - by default or design and the 4 words we are thinking of this week are, Money Awareness Diversity Optimism In this episode, we are joined by Charlene Cranny, Communications and Campaigns Director at UKSIF and Director of Good Money Week. Joining Charlene is our very own Scott…
Jen Paice
October 23, 2020
Uncategorized

Caveat Emptor: ‘Let the buyer beware’

As a result of the coronavirus (COVID-19) pandemic, there has sadly been an increase in the number of fraudsters exploiting people’s fears, targeting pension savers, investors and online consumers. New research reveals one in five (22%) have received emails, texts, phone calls and other communications that mentioned coronavirus and which they suspected to be a financial scam – which equates…
Jen Paice
October 22, 2020
Family

Planning to Leave a Family Legacy?

We are living in extraordinary times right now, in the grip of a global coronavirus (COVID-19) pandemic. Many people are concerned to ensure that their affairs are in order and that they have made a Will, which is one of the most important legal documents you can create in life It is always sensible to have a valid Will in…
Jen Paice
October 20, 2020
Budgeting & Financial habits

Navigating the financial impact of Covid-19

How people’s physical health and financial well-being are being affected Needless to say, coronavirus (COVID-19) has had, and will continue to have, a major impact on our lives. It is not just impacting on people’s physical health but also their financial well-being. Research highlights how the finances of the UK’s households have been affected by the coronavirus outbreak. Given the…
Jen Paice
October 15, 2020
Pensions & RetirementSavings & Investments

Divest OR Engage?

ESG matters are increasingly important in both retirement and investment planning Environmental, social and corporate governance issues are increasingly in the news, with some high-profile companies facing public scrutiny, corporate action or litigation. In a world where doing good means a better, more sustainable future, environmental, social and governance (ESG) factors have become an essential measure for sustainability and ethics…
Jen Paice
October 7, 2020
Cornerstone

Podcast – Talking ‘Bout My Power Generation

Tune in to this week’s episode 'Talking 'bout my Power Generation' to hear two expert speakers share their knowledge of renewable energy. Professor Andrew Mill, Visiting Professor at Strathclyde Uni and Chairperson of EMEC and Aanand Venkatramanan, Head of ETF Strategies of LGIM shed light on why clean energy is so important for the climate, for a sustainable economy and…
Jen Paice
October 2, 2020
Pensions & Retirement

Delaying Retirement

Pandemic forcing a widespread rethink of retirement plans The coronavirus (COVID-19) pandemic crisis has thrown some of the nation’s retirement plans up in the air. As a result, a number of people over 50 and in work are set to delay their retirement (15%) by an average of three years, or keep working indefinitely (26%) as a direct result of…
Jen Paice
September 19, 2020

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