21 May 2021
The pandemic legacy of a resilient generation explained
As our children return to school after lockdown, it is us rather than them who should mind our language. “The …
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3 May 2021
Investment advice from friends is to be avoided
There are few things that have escaped the transition to Zoom since the beginning of the pandemic; investment advice or …
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20 May 2021
Investment platform savings opportunities could aid retirement
There are considerable investment opportunities arising from changing savings patterns, both in the UK and around the world. There are …
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23 Apr 2021
Later life care can cost so plan ahead and prepare financially
Most of us prefer not to think about old age. Assuming we are not taken away early by a terminal …
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24 May 2021
Maximising tax-free income in retirement using these tips
In an ideal world having both a pension and a Lifetime ISA (LISA) would be the best option but if …
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21 May 2021
The pandemic legacy of a resilient generation explained
As our children return to school after lockdown, it is us rather than them who should mind our language. “The …
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20 May 2021
Investment platform savings opportunities could aid retirement
There are considerable investment opportunities arising from changing savings patterns, both in the UK and around the world. There are …
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3 May 2021
Investment advice from friends is to be avoided
There are few things that have escaped the transition to Zoom since the beginning of the pandemic; investment advice or …
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23 Apr 2021
Later life care can cost so plan ahead and prepare financially
Most of us prefer not to think about old age. Assuming we are not taken away early by a terminal …
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21 Jan 2021
New Year financial resolutions and how to become a SMARTer investor
Creating wealth comes down to discipline. That is why when it comes to New Year financial resolutions, the key is …
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10 Nov 2020
When to retire and how to secure the right level of income
Thirty years ago a modest Californian rocket scientist taught us how to ensure a safe launch into retirement. Bill Bengen …
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21 Oct 2020
Invest in technology if you are looking for a pretty decent bet
Our ancestor who made the first stone tool, perhaps as long as three million years ago, set in motion one …
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20 Oct 2020
How to avoid scams and what to do if you suspect one
The Financial Conduct Authority (FCA) exists to protect investors – raising standards among authorised financial institutions and protecting investors from …
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18 Sep 2020
Paying for care and the assistance that could be available
Many older people will at some point need assistance in completing day-to-day tasks and, for some, full-time care may become …
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15 Sep 2020
Retirement Interest Only Mortgage from Legal & General launched
Legal & General has a launched a Retirement Interest Only (RIO) mortgage providing options for those hoping to use their homes …
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10 Sep 2020
A guide to value investing and picking the right stocks in new books
Benjamin Graham’s Net-Net Stock Strategy – a practical guide to successful deep value investing in today’s market by Evan Bleker …
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7 Sep 2020
Mistakes every investor makes highlighted in new book
Mistakes Every Investor Makes (and how to avoid them), by Joachim Klement This book comes with the additional blob on …
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26 Aug 2020
Impact investing and the history of money covered in two new books
Impact Reshaping Capitalism to Drive Real change By Sir Ronald Cohen Sir Ronald Cohen is unlikely to be familiar name …
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18 Aug 2020
Books for summer reading take a focus on the future
The Beginning of the End – a practical guide to retirement preparation for the small business owner, by Dr Terri …
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8 Aug 2020
Long-term investing strategy requires a focus on the positives
Sound investing is all about finding businesses that are trying to do fantastic things and taking a long-term view. If …
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17 Jul 2020
Managing retirement income in a crisis when options are restricted
It is a strange combination, I admit, but the grasping Roman ruler, Marcus Licinius Crassus, and A. A. Milne’s lovable …
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13 Jul 2020
Borrowing for over 55s product launched linked to pensions
Credit brokers free2, a new financial services brand for the over 55s market has launched an unsecured loan which …