Month: September 2019

When you access your pension for the first time, will you still be working? Just a few years ago, it would have been a rare occurrence, but now half of people flexibly accessing their pension are still employed. Whilst it does have advantages, it could mean spending too much too soon. So, why is this

Changes to how savings are taxed means ISAs (Individual Savings Accounts) may not be as attractive as they once were. However, there are still plenty of reasons why ISAs should be part of your financial plan. ISAs were first introduced 20 years ago in a bid to encourage more people to save. An ISA is

Since 2015, retirees have had far more control over their pensions. Rather than purchasing an Annuity, more are choosing to leave their pension invested. This has benefits and can help you build a flexible income, but there are things to keep in mind too. Figures from HM Revenue and Customs (HMRC) revealed that in the

We are thrilled to announce the launch of Acquire Wealth, sister company to Lifeplan Chartered Financial Planners. Behind the scenes are the same highly qualified advisers Kate Boon and Gary Barnes, supported by administrator Abigail Barnes. So, what’s the difference? Why launch Acquire Wealth? That’s simple; our goal is to make high-quality pension, investment and