retirement

Annuity review highlights importance of advice and shopping around

March 09, 2014 by TIna

Category: Investments & pensions & retirement & savings & Uncategorized

The startling headline finding from The Financial Conduct Authority’s (FCA) recent review of the annuities market proved to be the fact that some 80% of people who purchased an annuity from their pension provider could have received a better deal from an alternative source.

The report found that the annuities market was not working as it could for consumers, with many reporting that they found it difficult to review the suitability of the annuity offered by their pension provider, when compared to the alternatives available.

Will the State Pension really fund your post-retirement leisure?

February 06, 2014 by TIna

Category: Family & Lifestyle & retirement & Uncategorized

Too many people are going to rely on the state pension in retirement to provide for all their needs and wants, including their leisure activities, a Nationwide survey has found. Nearly half of the 2,400 surveyed rely on or plan to rely on the state pension for their post-retirement holidays and other leisure activities. Going on a cruise or lazing on an exotic beach somewhere might turn out to be a bit beyond the state pension pocket!

Research reveals the luxuries the UK wouldn’t give up to boost personal finances

January 04, 2014 by TIna

Category: Lifestyle & pensions & retirement & savings & Uncategorized

The recent Aviva commissioned study into the state of our monthly finances, published in November 2013, evidenced that many of us may have month-on-month overspend and debt problems.

Family finances: discussing simple core finances more may help your whole family in the long-term

January 03, 2014 by TIna

Category: Family & inheritance tax & Lifestyle & pensions & retirement & Uncategorized & Wills

Many of us are still uncomfortable when it comes to discussing our family finances, but doing so can help the whole household to save money and ensure that wealth within the family is protected for future generations.

Study of athlete’s finances shows why financial planning is so important for the rest of us

January 02, 2014 by TIna

Category: Investments & Lifestyle & retirement & savings & Uncategorized

Whilst many of us may imagine that highly paid professional athletes have little need to worry about their future incomes, a study into the finances of professional sports people in the US has suggested otherwise.

Call for industry to act now to end pension liberation

December 05, 2013 by TIna

Category: pensions & retirement & savings & Uncategorized

Leading insurance, savings and investment provider, Aviva, are joining several other industry voices to call for stricter rules on pension transfers to stop the spiralling number of people being persuaded by fraudsters to access their retirement savings early – at a huge financial cost.

Annuity review highlights importance of advice and shopping around

Will the State Pension really fund your post-retirement leisure?

Research reveals the luxuries the UK wouldn’t give up to boost personal finances

Family finances: discussing simple core finances more may help your whole family in the long-term

Study of athlete’s finances shows why financial planning is so important for the rest of us

Call for industry to act now to end pension liberation

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