Concerns over money dominate the thinking of preretirees, according to new research from Retirement Advantage.
Depledge News
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?
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.
Summer 2015
Depledge Strategic Wealth Management Limited has now entered its third company year of trading and it has been a very busy period given the rapid changes in pension legislation providing greater flexibility to those at retirement age.
Depledge named UK Top Rated Adviser 2014
We are extremely pleased to announce that Depledge has been named amongst the top independent financial advisers in the UK, an accolade achieved following positive feedback from clients.
Summer Newsletter
It has been all systems go since we were authorised by the Financial Conduct Authority (FCA) and we have now been trading for 6 months with the team having worked tirelessly in getting transaction records completed on our database. We now expect to operate at much quicker turnaround times for the second half of the year and beyond.
Chartered Financial Planner Status Awarded to Depledge
The Chartered Insurance Institute (CII) has awarded Depledge Strategic Wealth Management with Chartered Financial Planner status after the firm fulfilled rigorous selection criteria relating to professionalism and capability.