Retirement Planning 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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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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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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A Financial Planner’s Frequently Asked Questions

If you have never consulted with a Financial Planner, you may not know what to expect, which is why we have endeavoured to answer some of our client’s most frequently asked questions here.

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Retirement Planning: A Checklist

Retirement should be a time of relaxation and happiness after years spent on families and careers. Whether you want to travel, settle down or embark on a new endeavour, planning is essential to a successful retirement.

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Government Boost to Retirement Savings

Written by Amy MacKinnon, BA (Hons), FPFS – Financial Planner  Most individuals will have a pension, however, a lot of people saving for retirement may not have considered the use of a Lifetime ISA (LISA) alongside their pension to increase their savings.

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4 More Inspiring Hertfordshire Charities

At gpfm, we have always advocated supporting our community and our local charities. 

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