April 2017 Newsletter
Welcome to our April newsletter. We hope you’re enjoying the lighter evenings now that Spring is here.
With recent reports that at least six million people may have to work longer before they qualify for the state pension, it’s worth reviewing your own pension provision to make sure your nest egg will enable you to live the retirement you’re hoping for. The new proposals would mean people would spend 32%, rather than the current 33.3%, of their adult life in retirement.
Do get in touch with us if you have any queries or questions regarding your financial planning, especially in light of the recent Budget.
What financial wellbeing means for your health
The latest Financial Wellness Index has revealed that people with very little savings and those who are struggling to pay their bills are also those who are suffering from poor health. Read more here.
6 Ways and Independent Financial Planner works exactly like a Personal Trainer
Using an independent financial planner can be a lot like having your own personal trainer! From goal setting and bespoke planning to personalised guidance, find out how here.
Pension Savings: a quick recap on your options
It’s been two years since the government introduced pension freedoms, greatly expanding the options for how those who have saved into a defined contribution pension product can access their savings. Read the article in full here.
The A to Z of Investments
Following on from our popular A to Z series, which has so far featured the ‘A to Z of Mortgages’ and the ‘A to Z of Pensions’, we decided it was about time to give you a clear insight into the world of investments. Read the full A to Z here.
Grading multi-asset portfolios to match risk appetite
Trevor Greetham discusses how to go about configuring portfolios so they match different risk appetites. Read the article in full here.
If you would like to discuss any of the above articles with us please do not hesitate to get in touch:
Tel: 01727 85 22 99 | Email: mail@kdw.co.uk