Tag: Pensions & Retirement Planning

Retirement Planning – How can I retire at 60?

Fiducia Wealth Management Posted in Financial Planning, Wealth Management on 29.07.21 Read For those of us hoping for a life of leisure from the age of 60, the obvious question is “How much do I need to retire...

Flying the flag for West Mersea Yacht Club

Fiducia Wealth Management Posted in Fiducia News on 21.06.21 Read Fiducia is proud to announce that we will be sponsoring the West Mersea Yacht Club’s sailing events again this year, for...

How to navigate divorce and financial planning

Susie Laws, Director & Chartered Financial Planner Posted in Financial Planning, Fiducia News (+2 more), on 10.05.21 Read No one ever gets married with the intention of getting divorced, however the statistics unfortunately show that 42% of...

Team Talk – Cheryl Bourne

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+2 more), on 12.04.21 Read There are many things that make Fiducia a little bit different, such as our beautiful location in the heart of the Dedham Vale...

Under the Spotlight – Fund Manager Q&A

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+2 more), on 02.08.21 Read As part of our ongoing client communications, we like to regularly post quarterly Fund Manager Q&As, in an effort to give a...

Retirement Pillars: how to diversify your retirement savings

Gordon Kearney, Managing Director & Financial Adviser Posted in Financial Planning, Fiducia News (+2 more), on 22.03.21 Read ‘My house is my pension’ ‘My business is my pension’ ‘I will get full State Pension’ ‘I am enrolled in a work...

Inflation and interest rates – a guide for cash savers

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+4 more), on 22.02.21 Read What can be said about inflation and interest rates? The numbers speak for themselves. The Bank of England current base rate...

Pension planning – Defined Benefit transfer advice

Fiducia Wealth Management Posted in Financial Planning, Final Salary Pensions (+4 more), on 01.02.21 Read What is a DB or Final Salary Pension? Broadly there are two types of pensions, Defined Contribution (DC) and Defined Benefit...

Lessons Learned from 2020 – wealth wisdom for a happier New Year

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+1 more), on 07.12.20 Read As this unprecedented year draws to a close and world continues to struggle with the financial and economic fallout of the...

The value of advice: 4 benefits of using a financial adviser

Gordon Kearney, Managing Director & Financial Adviser Posted in Financial Planning, Fiducia News (+3 more), on 14.12.20 Read One of the most common concerns about using financial advice services is cost. It’s often because individuals are purchasing...

Case Study: Defined Benefit Pension review

Fiducia Wealth Management Posted in Financial Planning, Fiducia News (+2 more), on 30.11.20 Read Background Mr White (60 yrs.) approached Fiducia to conduct a review on his pension arrangements since he was not in the best...

Planning for retirement – It’s never too early

Fiducia Wealth Management Posted in Financial Planning, Pensions & Retirement (+1 more), on 02.11.20 Read Statistics projected by Office for National Statistics (ONS) have indicated that the UK’s population is ageing. It shows...

Reconsidering Inheritance Tax

Fiducia Wealth Management Posted in Fiducia News, Financial Advice (+4 more), on 05.10.20 Read Inheritance tax (IHT) is tax due on the estate upon someone’s death and is one of the most challenging taxes for those...

The Gold Standard for Defined Benefit Transfers

Fiducia Wealth Management Posted in Financial Planning, Final Salary Pensions (+2 more), on 17.08.20 Read In 2018, a parliamentary select committee revealed that thousands of British Steel pension scheme members had been...