Pensions & Retirement
Who will care for you in old age?
Posted in Long Term Care, Pensions & Retirement on 05.12.16 Read As a population we are living longer, and with an ageing population the need for care is growing, with the time spent in care...Fiducia’s Guide to the Autumn Statement 2016
Posted in Fiducia News, Investment Latest (+2 more), on 25.11.16 Read Further to the Autumn Statement 2016 by Chancellor of the Exchequer Philip Hammond, we have produced the attached guide...Are you in ‘Generation X’?
Posted in Pensions & Retirement on 24.11.16 Read Were you born between 1964 and 1979? If so, people born between these dates are now being labelled ‘Generation X’,...Consolidating your pensions
Posted in Pensions & Retirement on 22.11.16 Read Most schemes will allow you to move your pension pot to another pension scheme, but what do you need to consider to ensure you...Powers of Attorney, designed for life
Posted in Fiducia News, Guest Editor (+1 more), on 16.11.16 Read A Lasting Power of Attorney for Property and Financial Affairs (LPA PFA) is a powerful legal document that allows you to...SOLLA Conference 2016 review
Posted in Financial Advice, Pensions & Retirement on 15.11.16 Read A Reflection on the 2016 Society of Later Life Advisers (SOLLA) Annual Conference 2016 by our Accredited SOLLA Member...Saving for a Rainy Day
Posted in Financial Advice, Pensions & Retirement (+1 more), on 27.10.16 Read From the old adage of saving for a rainy day to planning for a comfortable retirement, before you can actually define your...Lifetime Allowance Charge: Don’t get caught out
Posted in Pensions & Retirement, Lifetime Limit on 25.08.16 Read With effect from 6 April 2016 the lifetime allowance, which is the maximum pension benefit that can be taken without suffering...
Retirement Freedoms
What are the income options for your pensions? Deciding what to do with your pension savings is an important step we will all have to take.
Posted in Pensions & Retirement on 01.08.16 ReadNew State Pension
Posted in Pensions & Retirement on 25.06.16 Read The State Pension changed on 6 April 2016. If you are wondering what has changed, this article may help you…Tapering of Annual Allowance
Posted in Financial Advice, Pensions & Retirement on 23.02.16 Read With effect from 6 April 2016 the annual allowance, which is the cap on pension contributions or benefit accrual that can be...Fiducia Money
Posted in Fiducia News, Pensions & Retirement on 05.02.16 Read Welcome to the first edition of Fiducia’s new bi-monthly Financial Planning magazine – Fiducia MoneyThe New State Pension – FAQs
Posted in Pensions & Retirement, State Pension on 07.01.16 Read What is it and when will it come in to force? The New State Pension (NSP) is due to come into effect on 6 April 2016 and will...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....
