Blog

The Art of Managing Income in Retirement

August 2018

Managing income in retirement has become a conundrum for our times, with advisers, clients and the pension industry all offering different ideas on the best way to solve the same problem. It isn’t unreasonable for retirees to want the best of all worlds; flexibility, access and control over their retirement savings along with the reassurance […]

Call to abolish the lifetime ISA (LISA)

August 2018

It has been reported in the Financial Press that The Treasury Committee has called upon the government to abolish the Lifetime ISA (LISA) just 16 months after it was first made available, after receiving persistently negative feedback on the product. In its latest report, Household finances: income, saving and debt, the Treasury Committee recommended the government abolish […]

Inspirational Quote

August 2018

“Happiness is not by chance, but by choice.” Jim Rohn, America Entrepreneur, Author and Motivational Speaker – 17 Sept 1930 to 5 Dec 2009      

Pension scammers pretend to be regulator

July 2018

I was appalled to read recently that some scammers were actually posing as staff of the regulator for pensions. The Pensions Regulator (TPR) has that warned fraudsters are targeting people with cold-calls pretending to come from the regulator.  The Pensions Regulator said it has received reports of pension holders being cold-called by individuals who posed as […]

Email Scams

July 2018

I’ve just read in a well respected Financial Periodical that a Financial Adviser in England has received an email from a Hitman that suggested a Competitor of the Adviser wanted his ‘head on a stick’ and requested £5,000 be sent to an anonymous Bitcoin account to spare his life. They added that usually they would […]

Inspirational Quote

July 2018

“Whether you think you can, or you think you can’t, you’re right!” Henry Ford, American Captain of Industry and a business magnate, the founder of the Ford Motor Company – 30th July 1863 to 7 April 1947.