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Half of workers would choose a “green” pension and it could lead to ESG investments soaring

Traditionally, around 9 in 10 people saving into a pension have left their contributions in the default fund. However, a survey suggests that millions of workers are thinking about moving their pension into a “green” fund that considers how investment decisions affect the environment. When you... Read more

Why good retirement planning is about more than your pension and money

If you’re nearing retirement, you may be starting to think about planning the next stage of your life. What steps spring to mind? You may prioritise organising your pension, claiming your State Pension, or reviewing how much you have in a savings account. These steps are important for creating... Read more

Your older pensions could be delivering “poor value for money”, and it could cost you thousands of pounds

If you opened a defined contribution (DC) pension in the 1990s or 2000s, the charges you’re paying could be higher than comparable pensions opened more recently. Between now and your retirement, the difference could add up to thousands of pounds. Research conducted by the Institute for Fiscal... Read more

Investment market update: February 2022

24/03/2022 Throughout February, tensions between Russia and western countries caused concern for investors. As Russia invaded Ukraine, stock markets around the world fell and it’s expected that volatility will continue. If you’re an investor, remember to keep a long-term outlook when... Read more

7 fun Easter activities to enjoy with your children or grandchildren

24/03/2022 Are you looking for ways to keep children entertained over the Easter school holiday? Look no further, as here you can find seven excellent projects and activities designed to create memories and have fun with your children or grandchildren this spring. 1. Bake some Easter-themed... Read more

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Paul really knows his stuff and has opened my eyes to a few products recently, such as relevant life policies, which offer tax benefits to company owners. He is a great guy and I wouldn't hesitate to recommend him to my clients.

Keith from Towcester

He is helpful, listens and understands my questions and concerns. He seeks out the best alternatives and is mindful of both potential benefits and ongoing costs to me. He acts promptly to secure the right product and is available for any queries.

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