Personal finance Posts

Why Talking About Money Matters

This week is national Talk Money Week, an opportunity to have open, honest conversations about money with the people you care about. According to the campaign, 9 in 10 adults in the UK don’t feel comfortable talking about money, despite events like the coronavirus pandemic making these conversations all the more important.

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New National Lockdown: How will the Furlough scheme change?

The introduction of new UK lockdown measures on November 5 herald yet another period of uncertainty for employers and employees nationwide.

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Where is My Pension Being Invested?

A growing sense of social responsibility and increasing climate awareness has seen many people looking to shift their investment portfolios towards ethical and ESG (environmental, social and governance) funds. 

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An Introduction to Equity Release

An Introduction to Equity Release For many people approaching retirement, having access to some extra income is often a priority. Equity release is frequently offered to people in later life to ‘unlock’ some of the value of a property, providing a cash lump sum in return.

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Wealth Platform

Wealth Platform is an online resource that gives you all the tools and insights you need to digitally connect with your financial adviser and plan your financial future. Your financial information is analysed and gathered in one place to give you clarity and control. Take a look at our Wealth Platform Infographic below to find […]

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A Guide to the Credit Card and Personal Loan Repayment Holiday

Banks are helping those struggling to repay personal loans and credit cards, offering payment holidays of up to three months for people whose income has been affected by the lockdown, or COVID-19 in general. 

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The Value of Cash Flow Modelling in Wealth Management

First things first, what actually is a cash flow model? Well, a cash flow model is a detailed picture of a clients’ assets, investments, debts, income and expenditure, which are projected forward, year by year, using assumed rates of growth, income, inflation, wage rises and interest rates.

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4 Financial New Year’s Resolutions

It’s a brand-new year, and it’s traditional to make resolutions. After the Christmas break many of us find our bank balances suffering slightly due to shopping as well as eating and drinking. Financial resolutions can help to structure spending and help plan the year – or possibly even further ahead, effectively.

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How to Trace a Lost Workplace or Personal Pension

The most important part of planning for retirement is knowing how much money you will have available. Travel, healthcare, day to day living – these all depend on what you have saved and will have coming in from any pensions you may have.

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