Have you planned for the unexpected?
by libertas2019 on March 16, 2020One in eight homebuyers don’t discuss their protection needs
Buying a property is usually the biggest financial obligation many of us will take on in our lifetime, and it’s an obvious moment to pause and consider our protection needs.
read moreInflation matters
by libertas2019 on March 16, 2020One of the biggest threats to the health of your investment portfolio
If you’re investing – especially for major goals years away, such as retirement – you can’t afford to ignore the corrosive effect rising prices can have on the value of your assets.
read moreUnlocking property wealth
by libertas2019 on March 15, 2020Are you ‘property rich’ but want or need more than you have saved?
An increasing number of people aged over 65 are using equity release products to pay off debts and mortgages. Many people in the UK might be ‘property rich’ but want or need more than they have saved to enjoy the lifestyle they want. And with more people living longer, there are, on average, more years to fund.
Lifestyle protection
by libertas2019 on March 14, 2020One in five self-employed and contract workers unable to survive a week without work
The world of work has changed enormously over the past 20 years. Being self-employed, freelance or working on a contract basis has become the norm for all sorts of professions.
read moreDiscover a clearer financial future
by libertas2019 on March 13, 2020Professional financial advice tailored to you
It’s often a common fallacy that only those that are wealthy have any need for professional financial advice. Regardless of how careful you are with your money, dealing with the tricky intricacies of taxation, investments and financial regulations can be difficult for even the most money-conscious of earners.
read moreStrategy for financial well-being
by libertas2019 on March 12, 2020Government guidance body launches five goals
A new UK-wide strategy to transform the country’s financial well-being in a decade has been launched by the Money and Pensions Service (MaPS) under its government mandate.
read moreEmployee well-being
by libertas2019 on March 12, 2020Active steps to make sure your people are happy, healthy and financially sound
Employee health and well-being is high on many businesses’ agendas and is no longer merely an afterthought when addressing sickness absence. There is an obvious link between a happy, healthy workforce and improved productivity.
read moreWealth creation life stages
by libertas2019 on March 12, 2020Meeting different goals throughout your life
With increased life expectancy, the goal posts for what are considered short, medium and long term are shifting, more so for younger individuals. This is because someone in their mid-20s today might spend 40 to 45 years working and then have 20 to 30 years in retirement. So those in their 20s and 30s may want to consider medium-term objectives to be between 10 and 30 years, and long term as anything over 30 years.
read moreGoals-based investing
by libertas2019 on March 11, 2020Careful planning and successful investing
If your savings goal is more than five years away, putting some of your money into investments could allow you to earn more from your money and keep up with rising prices. Your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing of your wealth can help you get there. Whatever stage of life you’re at, we’ll help you navigate through the opportunities and challenges you may face.
read moreDisclaimer: The information provided in our website blogs is accurate and up-to-date at the time of writing. However, please be aware that legislative changes and updates may occur after the publication date, which could potentially impact the accuracy of the information provided. We encourage readers to verify the current status of laws, regulations, and guidelines relevant to their specific circumstances. We do not assume any responsibility for inaccuracies or omissions that may arise due to changes in legislation or other factors beyond our control.
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