Enjoying your happy and healthy retirement

Getting your finances in order is a crucial step in enjoying a happy and healthy retirement but it is only part of a wider plan
Retirement planning for the self-employed

Around 40% of self-employed workers are actively saving for retirement, according to recent research
Young people are the most proactive pension savers

Challenging assumptions: younger adults are emerging as some of the most engaged pension savers
Balancing family support and retirement goals – take time to reflect this summer

For many families retirement planning can slip down the priority list when adult children need support
Salary sacrifice – things to consider

Salary sacrifice rules will tighten in 2029. Now may be a key planning window.
The gradual retirement trend – making the right choices

This article emphasises the importance of careful planning when opting for a gradual transition into retirement.
Breaking the retirement mould – flexi is the future

This article highlights the importance of seeking financial advice as working lives become more flexible.
Small pension boost can make a big difference

Small increases in pension contributions can significantly boost long-term savings, thanks to the power of compound investment growth. Even a modest monthly rise can add tens of thousands to your retirement pot, making future financial security far more achievable.
Retirement ready in 2026?

Research into the UK’s Baby Boomer generation found that only 40–50% are on track for a moderate standard of living in retirement. Plus, those who receive financial advice are significantly more retirement-ready, underlining the importance of planning ahead.
Clients are tuning in to intergenerational planning

The UK is expected to see a significant shift in assets passed down to younger generations over the next 30 years, prompting an interest in intergenerational planning.