Pension booster

Setting goals for retirement

Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research.

The Set the Right Goals study from Zurich UK found that those that set specific goals for when they are aged 65 or over are more likely to save, putting aside approximately 7% of their salary into their pension compared to 5% for those without. Continue reading

Looking ahead to your retirement years

Making sure you can sustain the level of income you need

From stopping work altogether to a slow and gradual reduction of commitments – retirement means different things to different people. Making sure you can sustain the level of income you need as you move away from full-time employment or your business interests is key to a long and happy retirement. Continue reading

Assessing current and forecasted wealth

Making the most of your money to achieve your financial objectives

To be in a position to navigate the financial aspects of your unique life’s journey you need to regularly track your progress towards key goals such as paying off your mortgage, buying a second home, building a retirement fund or setting up an Inheritance Tax trust. Continue reading

Taking a long-term view

Getting the right balance between shares, bonds and other investments

Successful long-term wealth creation requires the right balance between shares, bonds and other investments. A long-term, holistic approach to investing should take into account your investment horizon, risk tolerance, family situation and how actively you wish to get involved. Continue reading

Sustainable investing

Strategies to meet some of the most pressing global challenges ahead

Sustainable investing has gathered momentum across the world in the past decade as investors look for financial returns while helping to achieve a positive impact on the world around them. Continue reading