Pensions & Retirement
Thank you for joining our ‘Ask an Expert’ Q&A clinic: Retirement planning
Posted in Financial Planning, Financial Advice (+1 more), on 05.08.20 ReadWhy more women should be seeking financial advice
Posted in Financial Planning, Financial Advice (+2 more), on 10.08.20 Read A recent survey by Fidelity’s Unlocking the Power of Financial Advice found that 21% of men aged between 18 and 34-years-old...Ask an Expert Q&A clinic: Retirement Planning, presented by Lambert Chapman & Fiducia Wealth Management
Posted in Financial Planning, Financial Advice (+1 more), on 27.07.20 Read “Should I keep my final salary, defined benefit, pension?” “How much capital do I need to generate an income through...Should I consolidate my pensions?
Posted in Financial Planning, Financial Advice (+1 more), on 22.06.20 Read Pensions aren’t what they once were. Life and the patterns of employment have changed a great deal since the time when...Seven ways to future proof your finances for the unexpected
Posted in Financial Planning, Fiducia News (+4 more), on 01.06.20 Read There are a fair few things in life which catch us and our plans off guard. Indeed, Covid19 and it’s global, multi-level...Solutions to the Gender Pension Gap
Susie Laws, Director & Chartered Financial Planner
Posted in Financial Planning, Fiducia News (+2 more), on 04.05.20
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On average, women in the UK face retirement with 39% less in their pension pot than men, according to the Financial Reporter....
Keep Calm & Carry on Investing: Here’s why…
Posted in Financial Planning, Fiducia News (+3 more), on 08.04.20 Read Market volatility – should investors ignore the noise? As investors, it can be all too tempting to try to predict the future...Financial planning for small businesses – what you wish they’d told you
Susie Laws, Director & Chartered Financial Planner
Posted in Corporation Tax, Financial Planning (+4 more), on 23.03.20
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I recently met with the owner of a small but very profitable business and, for the sake of this article, we’ll call her...
Use it or lose it – know your limits
Posted in Financial Planning, Annual Allowance (+6 more), on 24.02.20 Read It’s that time of year again…the run-up to the tax year end on 5th April 2020 provides an opportunity to finalise your...The General Election – Intelligent investing in a climate of unknowns
Posted in Financial Advice, Investing (+3 more), on 09.12.19 Read “In today’s uncertain economy, the safest solution to be wealthy, be in total control and enjoy freedom for you and your...A guide to saving and investing for a child’s future.
Posted in Fiducia News, Financial Advice (+6 more), on 02.12.19 ReadPersonal Finance Clinic: The Dangers of DIY Pensions
Posted in Fiducia News, Pensions & Retirement on 28.10.19 Read Plenty of pension providers offer do-it-yourself pensions. Here, the responsibility for consolidating schemes and investing...
Financial Planning Case Study
Background Mr & Mrs Brown downsized from a substantial property in the home counties. In doing so, they cleared their remaining mortgage and released £1m of equity. Mr Brown is approximately 2 years away from retirement and is looking to structure his portfolio tax efficiently to maximise his future income in...
Susie Laws, Director & Chartered Financial Planner
Posted in Financial Advice, Investing (+2 more), on 12.05.20
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The Pros and Cons of Annuities
Posted in Financial Planning, Fiducia News (+6 more), on 05.04.24 Read Annuities allow retirees to receive a guaranteed income for life in exchange for a lump sum payment from your pension fund....Financial Planning for Singles vs Couples
Posted in Financial Planning, Fiducia News (+9 more), on 12.04.24 Read Financial planning looks quite different whether you are managing money as a single person or as a couple. From income and...Evaluating Early Retirement: Pros and Cons
Posted in Financial Planning, Financial Advice (+4 more), on 26.01.24 Read The dream of retiring early to pursue your passions and freedom is appealing to many. But it requires both financial and...5 reasons to have a Financial Adviser
Posted in Financial Planning, Final Salary Pensions (+8 more), on 31.07.23 Read In today’s uncertain and volatile economy, succumbing to financial stress has become all too common. In such a scenario,...Bite sized bits – Retirement Needs
Posted in Financial Planning, Financial Advice (+2 more), on 24.07.23 Read Retirement is a crucial stage in life that requires careful planning and preparation. It’s a time when you are no longer...Using Pensions & ISAs to provide liquidity in times of property market stress
Gordon Kearney, Managing Director & Financial Adviser
Posted in Financial Planning, Financial Advice (+4 more), on 23.06.23
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The property market can be unpredictable at the best of times, and during times of stress, it can be difficult to liquidate...
***UPDATED*** After the UK Budget, should I pay into my pension again?
Susie Laws, Director & Chartered Financial Planner
Posted in Financial Planning, Financial Advice (+6 more), on 22.03.23
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“Following the budget, should I pay into a pension again? And what about if I have existing transitional LTA...
Be More Tax Aware
Posted in Corporation Tax, Financial Planning (+15 more), on 02.03.23 Read It’s not exactly a huge secret…but the end of the 2022/23 tax year is fast approaching. What can you do to ensure you are...Performance of FWM ESG Portfolios
James Crisell, Financial Adviser
Posted in Investing, ESG (+9 more), on 31.10.22
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A difficult year for everyone!
In 2021, over $500 billion flowed into ESG (Environmental, Social, and Governance) funds, and...
Economist Q&A – With Michael Hughes
Posted in Financial Planning, Fiducia News (+10 more), on 30.09.22 Read Following the mini budget delivered by UK Chancellor Kwasi Kwarteng, financial markets have suffered a downturn in fortune....
