A grandfather using a laptop with his adult son and grandchild.

5 crucial things you need to consider when reviewing your estate plan

by helen hall on August 10, 2022

If you have an estate plan, you shouldn’t simply forget about it. Instead, regular reviews can help ensure it continues to reflect your wishes and circumstances.

Sometimes you may have a specific reason to review your estate plan.

A young woman showing a colleague some paperwork.

Young workers are on track to breach the pension Lifetime Allowance, and it shows the power of compounding

by helen hall on August 10, 2022

Young workers calculating how much they need to save for retirement can feel like they face an impossible challenge. Yet, research suggests that a significant proportion could be on track to exceed the Lifetime Allowance (LTA).

The findings highlight how valuable saving early and the compounding effect of investments are.

A person taking notes while looking at a phone screen.

5 important things to check this Pension Awareness Day

by helen hall on August 10, 2022

If you’re guilty of ignoring your pension, a review ahead of Pension Awareness Day on 15 September can help make sure you’re on track for the retirement you want.

Here are five important things to check.

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