PENSIONS| 5 MIN READ Passing on pension benefits Written by Sally Dempsey Follow @f3_wealth If you’ve spent a lifetime saving for retirement, you’d probably like any remaining money to go to a loved one after your death. But whether pension benefits are payable to a beneficiary, and how they’ll receive them, is dependent on the […]
INVESTMENTS | 5 MIN READ ISA deadline – use it or lose it Written by Sally Dempsey Follow @f3_wealth If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest you receive, which could make it difficult to grow your money even at a rate that keeps […]
INVESTMENTS | 7 MIN READ Why Your Wealth needs managing – now more than ever Written by Sally Dempsey Follow @f3_wealth Even as we hope to put the coronavirus (COVID-19) pandemic in the rearview mirror in 2021, uncertainty regarding both the virus and Brexit is likely to continue to weigh on the UK and global […]
INVESTMENTS | 5 MIN READ Why seek professional financial advice Written by Sally Dempsey Follow @f3_wealth Whether you’re starting out or well into your wealth creation journey, professional financial advice help you to define your goals and the path to getting there. It gives you a map and ongoing support to help you take control […]
PENSIONS| 4 MIN READ 5 Reasons To delay taking your pension Written by Sally Dempsey Follow @f3_wealth For those of you moving closer to retirement and who may have been impacted by the recent market volatility, an option to consider is deferring your private pension. If you’re in a defined contribution scheme, delaying when you […]
PENSIONS| 5 MIN READ How is COVID-19 affecting retirement planning? Written by Sally Dempsey Follow @f3_wealth The coronavirus (COVID-19) is having a widespread impact across all aspects of financial life, including retirement plans. The current global stock market turbulence, as a consequence of COVID-19, will no doubt be concerning for individuals whose pension savings are […]
INVESTMENTS| 10 MIN READ 9 Tips To Create A Robust Financial Plan Written by Sally Dempsey Follow @f3_wealth Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We […]
PENSIONS | 5 MIN READ Women’s State Pension Age Changes About us Contact us Fees Written by Sally Dempsey On 3 October, campaigners lost a significant legal battle against the Government’s handling of the rise in women’s State Pension age. Up until 2010, women received their State Pensions at the age of 60, but that […]
PENSIONS | 7 MIN READ What are The Different Types of Pension? Written by Sally Dempsey At its most basic, a pension is simply a savings scheme that offers very attractive tax benefits if you agree not to touch the proceeds until you are older. In other words, you hand over your money, that money […]
PENSIONS | 5 MIN READ 4 Alternatives To An Annuity For You to Consider Written by Sally Dempsey If you’re seeking a regular, predictable income, an annuity can offer peace of mind. However, under the new rules, you are no longer obliged to buy an annuity. Instead, there is a range of options to consider, […]
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