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Life Centred Financial Planning

Are you approaching retirement?

Posted by Andrew_Smith on Thursday 10th of September 2020

If you are nearing retirement, you may have been particularly worried about the impact of recent market volatility on your pension assets and perhaps you are reassessing your retirement plans. There are several things to consider if you are planning to retire, which will depend very much on your own circumstances.

Since pensions freedoms were introduced in 2015, there are many more options available to retirees. Sudden retirements used to be the norm. People would stop work completely one day and be fully retired the next, perhaps receivi...


The world is changing – so should your insurance

Posted by Andrew_Smith on Thursday 10th of September 2020

The world is changing rapidly in a way that nobody could ever have expected, meaning your personal and financial circumstances are likely to have changed. It is important to regularly review all aspects of your finances and that includes reviewing your protection insurance, to make sure your policy provides adequate cover for your changing needs.

Underinsured
If you don’t regularly review and update your policy, any pay-out you do receive from your claim may not be enough to cover you and your family’s needs if you were to die or if yo...


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INVESTMENT UPDATE: THE TECH EFFECT ON US MARKETS

Posted by Andrew_Smith on Monday 10th of August 2020

 US shares have led the markets following the correction that started in February and continued into March. Here, Omnis’ Chief Investment Officer, Toni Meadows, explains some of the reasons behind this.

Investment-Update-The-Tech-Effect-On-US-Markets-Final.pdf


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