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Waverton

Pensions & Retirement

Delaying Retirement

Pandemic forcing a widespread rethink of retirement plans The coronavirus (COVID-19) pandemic crisis has thrown some of the nation’s retirement plans up in the air. As a result, a number of people over 50 and in work are set to delay their retirement (15%) by an average of three years, or keep working indefinitely (26%) as a direct result of…
Waverton
September 19, 2020
Property

Help to Buy Scheme

Homes deadline extended to ensure customers do not miss out. Thousands of families can still benefit from the current Help to Buy scheme despite delays in building their new homes due to coronavirus. The deadline for the homes to have been finished in order to comply with the equity loan scheme has been extended to ensure customers do not miss…
Waverton
September 19, 2020
Waverton Wealth

Podcast – Tour of Edinburgh’s Responsible Capital

Episode 3 of the Four Word Thinking podcast "Tour of Edinburgh's Responsible Capital" is now live! https://linktr.ee/fourwordpodcast Speaking with us on this episode we have two Edinburgh based investment experts who manage billions of pounds in pension and investment funds. David Hickey, is a Portfolio Manager and Responsible Investment Lead for the Lothian Pension fund, which is the second-largest local…
Waverton
September 18, 2020
Pensions & Retirement

Poll finds that 77% of people believe they will be worse off in retirement than their parents.

For many Brits, the thought of retiring causes anxiety, as people worry if they will have the pension needed to retire comfortably. A survey conducted by the Scottish financial planning firm Waverton Wealth Planning found that 77% of people believe they will be worse off in retirement than their parents or grandparents. The poll showed the disturbing disparity between where…
Waverton
September 18, 2020
Pensions & Retirement

Another Job, Another Pension

For Pensions Awareness Week, I thought I’d bring together some thoughts I’ve been having about the varying routes that people take to reach retirement.  The #nowrongpath gesture saw a number of my colleagues posting their career histories on LinkedIn, to show those facing COVID19 -induced career difficulties that few of us drive a traffic-free fast lane all the way to…
Waverton
September 16, 2020
Waverton Wealth

Podcast – S.U.S.T a Great USP

Episode 2 of our podcast is now available! https://lnkd.in/dytHpEY In this episode, we talk to Suzie Gillespie of Moo Hair and Michelle Gregory of Gregory Accounting, two Scottish businesses with sustainability at the heart of what they do. Moo Hair haircare products are all vegan, animal friendly and cruelty-free. Susie and her family have worked tirelessly to source natural ingredients that are not harmful to…
Waverton
September 7, 2020
Pensions & Retirement

Protecting your retirement plans

Don’t let coronavirus derail your financial future The COVID-19 pandemic has touched virtually every aspect of our lives, not least of which is how we save for retirement. And while the number one priority is keeping our families and ourselves safe and healthy, the next topic on most people’s worry list is the financial impact, especially if the situation doesn’t…
Waverton
September 3, 2020
Waverton Wealth

Podcast – Pensions with Intention

Our first podcast episode “Pensions with Intention” is here! This episode features two guests who are seeking to empower and engage people with their pensions, investing for a better retirement and a better world to retire in. Join us for our discussion with David Hayman from the Make My Money Matter campaign and our very own Jason Hemmings, partner at Waverton and…
Waverton
August 28, 2020
Pensions & Retirement

Mind the knowledge gap

Some people still struggle to make informed retirement decisions The decisions made at retirement are big ones and have long-term consequences. Many spend years accumulating a large amount of money in pensions and other savings, but really don’t know what that might mean, how much income they can reasonably expect to receive and how best to take that income. It…
Waverton
August 27, 2020
Family

Rise of the female breadwinner

Women now earn the most in one-in-four households The proportion of female breadwinners is steadily rising but the trend could be knocked off course by the coronavirus (COVID-19) crisis. Women out-earn male partners in almost a quarter of households, up from a fifth 16 years ago, according to new research. The findings show a shift in the traditional earning dynamic…
Waverton
August 25, 2020

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