Investor Update 09 September
Posted by Andrew_Smith on Thursday 10th of September 2020
As we start the final third of what has been an extraordinary year, we hope that you and your family are continuing to stay well and benefiting from the initial steps to get back to normal.
The coronavirus pandemic has caused significant volatility in global equity markets and we continue to see larger daily falls and gains than we would normally expect. With this in mind, it is really important that you think twice before taking any action over your pensions and investments.
After being positive during the day yesterday (Tuesday 8 Septe...
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...
£5,000 boost for Accuro thanks to financial planner at Seneca Reid in Thremhall Park
Posted by Andrew_Smith on Friday 14th of August 2020
