Category Archives: Pensions Advice – Windsor

Financial Planning for the end of tax year – Windsor

The nights are finally starting to get a little lighter – maybe we can start looking forward to Spring after all. In financial services, Spring means two things; the Budget (on March 20th this year) and the end of the … Continue reading

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Financial Planning – Windsor

Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on … Continue reading

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9 financial planning steps you should take in the 5 years before you retire – Windsor

For most of us, it’s simple. Go to work every month, get paid, have a look at the pension deduction on your wage slip. Once a year you receive a pension update that you don’t really understand. Oh well, pop … Continue reading

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Annuity and your health – Windsor

According to MGM Advantage, in a study conducted by Research Plus with 2,086 UK adults aged 55+ (published in December 2011), 60% of people aged 55 and over have received medical treatment for conditions which would qualify them for an … Continue reading

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Beware of the Dog – the importance of monitoring funds regularly

If you watch the money programmes on TV or read the financial pages of the newspapers, you might have come across the term ‘dog fund.’ What does the term mean? And why is it so important to the ordinary investor? … Continue reading

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What is NEST – Windsor

NEST stands for the National Employment Savings Trust and is a simple pension scheme to help employers comply with the Pensions reforms which are being phased in from 2012.   It is predominantly aimed as the lower income employees who … Continue reading

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Pensions advice – Flexible Drawdown from Windsor

I am sat in my office in Windsor, Berkshire studying for my next exam (J05) and reviewing the new Capped and Flexible Drawdown pension changes.  Capped as you might know prevents a client taking out an income that they might … Continue reading

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