Blog

Read the latest financial news and updates from the Lifeplan team.

6 things to avoid when accessing your pension

Category: News

Thousands of retirees access their pension every year. However, it can still involve making many challenging decisions. How should you access your savings? What is a sustainable annual income? What can you do to minimise tax? Understanding the pitfalls to avoid when you first access your pension can help you build a retirement income that

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Investment market update: September 2019

Category: News

Welcome to our latest update of the investment market. We take a quick look at some of the key factors that influenced the stock market in September and could continue to do so over the coming months. In September, escalating trade tensions have continued to have an impact on the global economy. It’s led to

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Why are retirees shunning downsizing?

Category: News

Figures suggest retirees are shunning downsizing. Moving to a cheaper home used to be a common way to unlock wealth tied up in property to fund retirement. However, a new trend means that over 55s are more likely to plan to remain in their current home. According to research from Nationwide: Only a third (36%)

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