All of our October financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation and you can contact your local IFA here.

Over-50s with no pension provision

According to new research, millions of retirees may face the prospect of living in poverty during their twilight years and having to rely only on the State Pension as a result of failing to plan ahead for their retirement.

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Navigating the financial impact of COVID-19

Needless to say, coronavirus has had, and will continue to have, a major impact on our lives. It is not just impacting on people’s physical health, but also their financial well-being.

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Funding care

Whether you are looking for care for yourself or a loved one, chances are that one of your first thoughts is going to be ‘how much will cost’ or ‘who is going to pay for it’? Understanding the different funding options can make a big difference.

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Happiness is freedom

With the introduction of the pension freedom rules, those aged over 55 now have greater freedom of choice over how they use their pension pot

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Future financial health

Although some people have been able to invest in both their physical and emotional health during lockdown, many have neglected their financial health. Now is a good time to review and organise your finances.

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