Financial Planning Information and Articles
A range of resources and articles to help you understand some of the common and complex subjects related to your finances. These cover topics from investment strategies and retirement planning to incentive planning and pensions.
Featured
How to choose a financial adviser in the UK
When faced with a major financial decision, a financial adviser can help you make the most of your finances. But, with so many out there, how do you know where to start? Senior Financial Planner, Tony Robinson, explains how to choose a financial adviser that’s right for you.
Planning your personal finances
Finance terms terms explained
What is cashflow modelling?
Cashflow modelling: what is it, and how can it help you? When planning for your long-term financial future, you should consider using cashflow modelling to help keep you on track to meet your goals.
RPI vs CPI: what’s the difference?
We all feel the effects of rising inflation as it eats away at our income, savings, and purchasing power. But how is inflation calculated, and how do the RPI and CPI indices affect our personal finances?
What is a Lifetime ISA?
Lifetime ISAs: What are they, how do they work, and are they for you? If you’re considering saving for your first home or looking further ahead to when you retire, a LISA might be for you.
Investments resources
What is cashflow modelling?
Cashflow modelling: what is it, and how can it help you? When planning for your long-term financial future, you should consider using cashflow modelling to help keep you on track to meet your goals.
RPI vs CPI: what’s the difference?
We all feel the effects of rising inflation as it eats away at our income, savings, and purchasing power. But how is inflation calculated, and how do the RPI and CPI indices affect our personal finances?
What is a Lifetime ISA?
Lifetime ISAs: What are they, how do they work, and are they for you? If you’re considering saving for your first home or looking further ahead to when you retire, a LISA might be for you.
Retirement, estate and inheritance planning
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Our pension resources
What is cashflow modelling?
Cashflow modelling: what is it, and how can it help you? When planning for your long-term financial future, you should consider using cashflow modelling to help keep you on track to meet your goals.
RPI vs CPI: what’s the difference?
We all feel the effects of rising inflation as it eats away at our income, savings, and purchasing power. But how is inflation calculated, and how do the RPI and CPI indices affect our personal finances?
What is a Lifetime ISA?
Lifetime ISAs: What are they, how do they work, and are they for you? If you’re considering saving for your first home or looking further ahead to when you retire, a LISA might be for you.
Guide to pension consolidation
Pension consolidation can make it easier to manage various pension pots but there are drawbacks too. We set out the pros and cons of consolidating your pensions and how you can decide whether it’s right for you.
Understanding the State Pension: eligibility, benefits, and maximising options
The State Pension: how it works and how you qualify for it. The rules around the State Pension change from time to time, so make sure you know what to expect when you retire and what options you have.
How to find out what your pension is worth
Personal pensions: how to keep on top of your retirement savings. If you’re putting money aside for your retirement, it’s important you know how much you’re likely to receive and how to adapt your savings habits to meet your goals.
Pensions for young adults: why starting early is crucial for your retirement savings
If you’re several decades away from retirement, thinking about your pension might be low on your list of priorities – but the sooner you start, the more likely you are to afford the lifestyle you want in retirement.
Top pension advice | Getting the right advice
We take a look at what you need to consider when choosing a pension plan and where to go for the best advice on your retirement planning.
How to protect yourself from pension scams and financial fraud
It’s more important than ever to protect yourself against scams and fraud. In this article, we guide you through some of the most common ways criminals try to steal your money, give you tips on how to spot potential scams and fraud, and help you to protect your finances and pensions.
Tax resources and articles
Guide to pension consolidation
Pension consolidation can make it easier to manage various pension pots but there are drawbacks too. We set out the pros and cons of consolidating your pensions and how you can decide whether it’s right for you.
Understanding the State Pension: eligibility, benefits, and maximising options
The State Pension: how it works and how you qualify for it. The rules around the State Pension change from time to time, so make sure you know what to expect when you retire and what options you have.
How to find out what your pension is worth
Personal pensions: how to keep on top of your retirement savings. If you’re putting money aside for your retirement, it’s important you know how much you’re likely to receive and how to adapt your savings habits to meet your goals.
Pensions for young adults: why starting early is crucial for your retirement savings
If you’re several decades away from retirement, thinking about your pension might be low on your list of priorities – but the sooner you start, the more likely you are to afford the lifestyle you want in retirement.
Top pension advice | Getting the right advice
We take a look at what you need to consider when choosing a pension plan and where to go for the best advice on your retirement planning.
How to protect yourself from pension scams and financial fraud
It’s more important than ever to protect yourself against scams and fraud. In this article, we guide you through some of the most common ways criminals try to steal your money, give you tips on how to spot potential scams and fraud, and help you to protect your finances and pensions.