Imagine the scene; you’ve spent your life living frugally, saving efficiently and investing wisely. You enter your well-earned retirement financially secure and excited for the years ahead. The future could pan out in one of two ways; the first could lead to continued security and the financial freedom to enjoy your retirement as planned; the […]
Family
Are your children or grandchildren at risk from fraudulent investments?
Following a recent study, the Financial Conduct Authority (FCA) has issued a warning that young people are most at risk from fraudulent investment schemes which are promoted through social media.
Children caring for parents and the impact on everyone’s wealth
A recent study carried out in the USA found that those caring for elderly parents are likely to experience additional financial difficulties on top of the extra stress such responsibilities can bring.
The topics you need to be talking about with your parents
Talking about money with your parents can be difficult. However, these conversations can also be some of the most important ones you will have with those you love.
One for the kids? – If they’re saving for a home, check they’re making the most of the Lifetime ISA
Saving for a home through a Help To Buy ISA or know someone who is? There is a planning opportunity which could boost your savings.
How to track down a ‘zombie’ Child Trust Fund
Research has revealed that around 900,000 Child Trust Funds have become ‘zombie’ accounts, lost and forgotten about.
Kids off to Uni? Congratulations – but have you been saving enough?
Recent figures suggest that the average debt incurred by today’s university students over the duration of their studies amounts to £51,000.
How to combine work/life balance, job satisfaction and retirement
Two of the biggest concerns faced by workers are those of achieving job satisfaction and a work/life balance.
Great places to escape to in October half term
With the kids having only just headed back to school, it’s not too early to start thinking about what you want to do with October half term.