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Savings

Partner Insight: How to talk to clients about approaching retirement

Adviser tips

Partner Insight: How to talk to clients about approaching retirement

From how much clients should be saving towards retirement, to dipping into pension pot, tax implications and more, Lisa Conway-Hughes, chartered financial adviser at LCH Wealth answers our questions on retirement planning.

clock 05 December 2024 • 1 min read
Advisers positive that Great British ISA will boost savings

ISAs

Advisers positive that Great British ISA will boost savings

Almost two thirds say they think it will lead to an increase

clock 11 March 2024 • 1 min read
Majority of advisers think NI cut will not boost pensions savings

Tax Planning

Majority of advisers think NI cut will not boost pensions savings

Only one in ten think people will put the extra cash into pensions savings

clock 11 March 2024 • 1 min read
Over half of advisers expect cost of living to hit clients' savings

Cost of Living

Over half of advisers expect cost of living to hit clients' savings

Critical ‘to have conversations early to discuss the options and agree a plan’

clock 14 November 2022 • 2 min read

Investment

18 million in the UK financially worse off during second lockdown

Survey of 4,000 suggests

clock 14 December 2020 • 1 min read

Your profession

The Bank of Mum and Dad raid kids' savings during Covid, study shows

An estimated £2.75bn

clock 18 September 2020 • 2 min read

Companies

JPM set to enter UK personal banking market - reports

Will offer savings and loan products

clock 24 February 2020 • 1 min read

Markets

Global investors expecting 'unrealistic' returns - Schroders study

Political risk and volatile markets still affect choices

clock 02 July 2019 • 5 min read

Retirement

Insolvency Service issues warning after £202m of pension savings 'misused'

24 companies wound up

clock 21 January 2019 • 2 min read

Regulation

FCA proposes basic savings rate for cash accounts

Option for basic savings rate

clock 25 July 2018 • 3 min read
Most read
01

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
02

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Why the Lifetime ISA should not be scrapped

03 February 2025 • 4 min read
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