Retirement Planning Posts

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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Trends Shaping Long-Term Financial Planning

As we begin the new year, we have the opportunity to look back over the past year at what has shaped the financial planning climate and, subsequently, to predict what 2019 may bring.

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Retirement Planning: Study Shows People Spend More Time Choosing a Car

Most of us think about what we’re going to do when we retire. Some dream of a cottage in the countryside, others imagine travel and adventure. Whatever your particular fantasy, they all have one thing in common: they cost money.

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Four Personal Finance Points to Consider When Your Life Goals Change

Each passing day brings with it changes – some incremental and some sudden. There are fresh joys and new challenges. Phases of life that alter our perspective and, in turn, dramatically reshape our financial plans. 

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