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Waverton

Pensions & Retirement

Change to the state pension triple lock

Pensioners ‘deeply disappointed’, particularly women and self-employed The earnings benchmark of the State Pension triple lock will be temporarily set aside for next year. The Department for Work and Pensions (DWP) confirmed on 7 September that the State Pension triple lock rule will not be applied for the 2022/23 financial year over concerns of the potential costs involved. It comes…
Waverton
January 19, 2022
Savings & Investments

How can I protect my money from inflation?

Five questions to ask before inflation really takes off ‘How can I protect my money from inflation?’ is a question that many people may be asking themselves right now. In the current economic climate, rising inflation is becoming a concern for people with savings and investments. The effect means you’re potentially earning less money due to your hard-earned cash becoming…
Waverton
January 17, 2022
Budgeting & Financial habitsLater Life

Planning for the road ahead

Gen Z’s caring nature supporting both themselves and loved ones Younger generations deserve much more credit for planning ahead and beginning to think about retirement when it will still feel so far away for them, according to new research. The pandemic will likely have impacted their mindset, with issues such as longevity and later life care now at the forefront…
Waverton
January 10, 2022
Budgeting & Financial habits

Post-lockdown boost to financial wellbeing fades

Continuing impact on people’s physical health and financial wellbeing The coronavirus (COVID-19) pandemic has had, and will continue to have, a major impact on our lives. It is not just impacting on people’s physical health but also their financial wellbeing. The economic consequences of the COVID-19 outbreak for some people will make it harder for them to achieve their financial…
Waverton
January 3, 2022
Later Life

Is freedom today hurting freedom tomorrow?

Tax-free cash allowances putting some retirements at risk A new study has identified that Britain’s future pensioners are putting their retirement future at risk by withdrawing cash from their pension pots while still in the accumulation phase. The findings were that some people are confusing their pension pots for savings accounts, which may have a detrimental impact on their retirement.…
Waverton
December 29, 2021
Business & Employment

New vision for older workers needed, retain, retrain, recruit

Age discrimination impacts job prospects of three million over-50s A total of 2.99 million recent job seekers over 50 (52%) believe their age has made employers less likely to hire them, according to a new report. Over half of over-50s (52%) who have searched for work in the past five years believe their age made employers less likely to hire…
Waverton
December 22, 2021
Pensions & Retirement

Pensions and retirement still remain a taboo

When it comes to marriage and money, it’s good to talk Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research. More than three-quarters (78%) of non-retired married people do not know what their spouse’s pensions are worth. Nearly half (47%) of non-retired married people have not spoken to their spouse about…
Waverton
December 14, 2021
Savings & Investments

Goals-based investing

Clear, concise, detailed and written down Goals-based investing is an approach that aims to help people meet their personal and lifestyle goals, whatever they may be. If you do not know where you are going, how will you know when you get there? This is very true about financial goals. You need to set financial goals to help you make…
Waverton
December 6, 2021
Uncategorized

Making inheritance gifts from surplus income

Are you making use of this useful and much under-utilised exemption? If you want to make inheritance gifts from surplus or excess income, there is a useful and much under-utilised exemption that allows gifts over and above the value of £3,000 per annum to be made without these gifts forming part of your estate if you die within seven years…
Waverton
November 9, 2021

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