I have a number of clients who are in the teaching profession and have retired early or taken voluntary redundancies over the past couple of years. If you are in the same position or have friends or family members wondering whether they can afford to take a voluntary redundancy please put them in touch with […]
View ArticleI deal with a lot of clients who are approaching retirement and need advice on how best to take an income from their accumulated pension and retirement funds. Very few people have the same circumstances and it’s essential to take advice at the right time because you’ve only one chance to get it right. Very […]
View ArticleI asked one of my peers in England for his thoughts on this recent program. He kindly permitted me to publish them in a blog post. (Thanks Abraham!) Channel 4 Dispatches on Annuity Mis-selling: A Simple Solution To A Big Problem One topic that has been in the media a lot lately is how people […]
View ArticleI met with a couple last Friday. As we chatted the husband said he’d love to retire next year (aged 60) and do what he enjoyed but he didn’t know if he had enough money or how long it would last. His eyes lit up when I told him that I could provide the answers […]
View ArticleSome of you have been asking me about this so here’s a quick summary of the changes. Firstly, a quick recap on what we’re talking about: Contracting out was where a person opted out of the State second pension (used to be known as SERPS until 2002) and hoped to obtain greater benefits when they […]
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