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Waverton

Pensions & Retirement

Questions to answer when reviewing your pensions

How many pensions do you have? It's not unusual if you’ve been working for a while to have several personal and workplace pensions. Multiple pensions can mean a lot of paperwork and make it difficult to get a picture of your overall pension planning and whether you’re saving enough to keep your goals on track. But, before you decide to…
Waverton
February 17, 2023
Protection

Understanding Key Person Risk

Many businesses focus on protecting their physical assets and may often overlook the protection of their owners and key people. The death or critical illness of a business owner or key person is likely to destabilise the company's ability to produce income and, ultimately, survive. Business protection can cover a business's liabilities, key people, and shareholders. The sudden loss of…
Waverton
February 3, 2023
Pensions & Retirement

Can you afford to retire

What is the issue? As we approach retirement, research suggests that most underestimate the amount of wealth needed to afford the lifestyle that they want once they stop working. Changes to pension structures, lower interest rates, higher inflation and longer life expectancy have all combined to mean that the amount of money needed may be higher than originally predicted. Why…
Waverton
January 26, 2023
Pensions & Retirement

Tracking down savings from a previous employer

Savers paying fees to multiple providers across all their pensions The more old pensions you have, the easier it is to end up losing one. Tracing pensions from years ago can be a hassle. Over 3.6 million Britons admit they have no idea how many pensions they have and risk paying more in fees than necessary, according to new research.…
Waverton
January 9, 2023
Pensions & Retirement

Understanding how inflation affects you in retirement

The surge in inflation is a concern to most; however, if you are retired and drawing an income from your pension, you are likely to wonder whether your retirement pot can sustain the rising prices and what this may mean for your ongoing lifestyle and future ambitions. Finding ways to reduce the effect of inflation are vital for most of us,…
Waverton
January 6, 2023
Pensions & Retirement

Accessing your pension

5 things you need to consider before deciding to withdraw money from your pot Following pension reforms from age 55 – rising to age 57 from 2028 unless your plan has a protected pension age, you can start using the money you’ve saved in your pension. But there’s a lot to think about when you withdraw money from a pension.…
Waverton
January 5, 2023
Pensions & Retirement

Planning for the future

Insight into the hopes, fears and aspirations of people approaching and in retirement People aged between 55 and 64 are now less confident about their retirement than they were a year ago, with over-55s most likely to be worried about rising prices. Many of us are unsure about what to expect when it comes to planning for the future. Study…
Waverton
December 22, 2022
Pensions & Retirement

Rising to the defining challenge of our age

More pension savers are asking where their funds are invested The consequences of inaction on climate change are now impossible to ignore. Every company has an impact on the world around us. And by investing in them, so do we. Increasingly more and more pension savers are asking where their funds are invested. Many people are no longer just concerned…
Waverton
December 19, 2022
Budgeting & Financial habits

December Resolutions

Even the best-laid plans need to be updated as time goes by. Even if you started the year with your finances in order, chances are things will have changed over the year and it’s wise to take another look at them.  It’s always an easier task if you make smaller adjustments from one year to the next – than have…
Waverton
December 15, 2022

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