- 14 August 2020From speaking to our clients about their retirement plans, an annuity forms part of the discussions to determine a suitable…
- 5 August 2020When looking at Long Term Care or any Later Life financial planning, how your property is owned could have an…
- 5 August 2020Under an Immediate Needs Annuity (INA) an income is paid for life and upon death, the payments would cease and…
- 5 August 2020Whether the need is care at home or moving in to residential care there are many areas that require some…
- 31 July 2020As part of the Government’s response to the coronavirus they have introduced the Bounce Back Loan Scheme (BBLS) to enable…
- 30 July 2020When looking at later life planning and in particular care funding there are many different options available and working out…
- 23 July 2020A question we frequently ask clients is ‘How much do you anticipate you will spend each month, or year, in…
- 10 July 2020I have two young children and this question and I have wondered if I should save for their university costs…
- 24 June 2020Here I explain the reasons why lifestyling to an annuity may not be appropriate in 2020.
- 22 June 2020Here Alistair Cunningham explains why a 'total return' strategy is superior to a dividend income strategy.
- 18 June 2020For many years it has been possible to take benefits from a pension scheme in a method known as a…

