Navigate your way to the retirement you want
Recognition is a lovely thing! On Saturday Martin sent me a message from Twitter confirming that my new book How...
You don’t understand your retirement income options
Last year I wrote a post that described the 40 questions consumers should ask themselves, their pension pot provider and...
Will you run out of cash in retirement?
According to some new research by Age UK, millions of us could run out of cash in retirement. This is...
Thank you, Bank of Mum & Dad
There was an interesting article in The Times recently, explaining that the Baby Boomer generation has given more than £10bn...
40 questions to answer before taking pension benefits
We have described before the difference between Guidance and Advice. It has now been confirmed at a recent Treasury Select...
Advice is what we do
I wrote recently about the difference between guidance (as proposed by the government) and advice. I make no apologies for...
No stress retirement
As Financial Planners we often focus on the financial consequences of a client taking a particular course of action. Is...
Dinosaur IFA on guidance & advice
Most people (including George Osborne, it seems) struggle to understand the difference between guidance and advice. In the regulated world...
My name is Nick & I’m a Baby Boomer
I was born in 1955. Apparently that puts me slap bang in the middle of the Baby Boomer generation (one...
Using your pension like a bank account
Today’s announcement that the government are giving additional rights to savers to “dip in” to their pension funds, just like...