Category Archives: Pensions Advice – Windsor

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

Posted in Financial Planning, Pensions Advice - Windsor | Tagged , , , , , , , , , , | 1 Comment

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

Posted in Pensions Advice - Windsor | Tagged , , , , , , | Leave a comment

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

Posted in Financial Planning, Investment Advice Windsor, Pensions Advice - Windsor | Tagged , , , , , , , | Leave a comment

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

Posted in Pensions Advice - Windsor | Tagged , , , | Leave a comment

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

Posted in Pensions Advice - Windsor | Tagged , , , , | 1 Comment

J04 in the bag!!

This is to update my blog with the fact that I passed my J04 exam that I took in April.  I found out just before we went on holiday to Menorca and it was great!!!  A years hard work paid … Continue reading

Posted in Pensions Advice - Windsor | Tagged , , , , | Leave a comment