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Tag Archives: Pension

The Big Retirement Picture

The Big Retirement Picture

12/10/2022 By Carole Fossey Pension, pension combining, pensions freedom, retire, retirement In Blog, pensions 0 Comments

The Big Retirement Picture - Introduction As people start to age, they generally have a lot of questions about their retirement. What are the tax implications? How much can I get from my pension pot? What are the rules ...

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How Can You Protect Your Money From Inflation?

How Can You Protect Your Money From Inflation?

18/01/2021 By Carole Fossey inflation, investments, ISA, Pension In Blog, Investments, Personal Finance 0 Comments

How Can You Protect Your Money From Inflation?   Interest rates are low, the cost of living may be rising faster than your savings are growing – it is difficult to achieve growth above the rate of inflation. ...

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Making pension contributions before the end of the tax year

Making pension contributions before the end of the tax year

25/02/2016 By Carole Fossey Financial Year, Pension, Tax, Year End In Blog, pensions, Personal Finance 0 Comments

The end of the tax year is just around the corner (5th April 2016), and if you have been wondering what that entails for your pension then here’s what you need to know: The annual allowance is a limit on the amount ...

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Hоw Auto-Enrolment Pеnѕiоn Schemes Wоrk

Hоw Auto-Enrolment Pеnѕiоn Schemes Wоrk

02/10/2015 By Carole Fossey Auto-Enrolment, Independent Financial Advisers, Pension In Blog 0 Comments

Various tуреѕ оf workplace реnѕiоnѕ hаvе bееn аrоund fоr mаnу уеаrѕ but rесеntlу рlаnѕ hаvе been mаdе to ensure thаt all employees аrе invоlvеd with a scheme through аutо-еnrоlm ...

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The standard lifetime allowance is £1.5 million in 2013/14, falling to £1.25 million in 2014/15.

12/04/2015 By Zak Lewis Independent Financial Advisers, Pension In News 0 Comments

If you have a large pension pot and are concerned that you may exceed the lifetime allowance at retirement, do not worry, we can help. The Lifetime Allowance is a limit on the value of benefits from your pension schem ...

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Recent Posts

  • Keeping It In The Family – Inheritance Tax
  • The Big Retirement Picture
  • How to Create a Winning Money Mindset
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