Tim and Karen sought a pension and investment review from Depledge to plan their retirement. Our case study explains how we helped.
Pension and Investment Review
Andrew Day
Money trumps health as top retirement concern
Concerns over money dominate the thinking of preretirees, according to new research from Retirement Advantage.
Pension Review
In this case study, we help clients review their finances, handle multiple pensions and manage a potential breach of lifetime allowance cap
UK Bank Rate pegged for increase in February 2016
UK Bank rate rises are expected to rise in February 2016, despite expectations of inflation returning to target being pushed back further.
Retirement Income Gap
Workers over 45 face a nearly £9,000 retirement income gap. Relying on the state pension may still leave them short.
Will dividend tax keep rising?
The July Budget saw the announcement that the dividend tax credit will be replaced by a tax-free allowance. Is this the start of more rises?
October 2015
The end of the third quarter of 2015 was, as all the financial press reported, the worst for global equities since 2011.
Should we scrap tax reliefs on pensions and create a lifetime ISA for all?
It has been proposed that pensions be scrapped in place of a lifetime ISA. Is this simplification idea a good one?
What’s Really on the Bucket List of the UK over 55’s?
With many people viewing retirement as the opportunity to do the things they have always wanted, we take a look at the UK’s bucket list.
September 2015
Never was the statement “Markets can fall as well as rise” more true than in August, when virtually all major markets headed down.