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02.12.19 | All

Your Financial Check up!

A financial health check-up can help establish your current financial situation along with identifying any strengths and weaknesses in your current financial protection plans. To help you be prepared for your insurance review, take the next few minutes to think about the following: Increased your mortgage(s) and or changed homes? Separated from your Partner or…

02.12.19 | All

UK Pension Transfers

Over the years, there have been many changes to what can be done with Pension Transfers and these changes are to continue in the future. Numerous funds closed to new business as they could not fit within the guidelines set by HMRC, such as the AMP Retail Superannuation. This is now a locked scheme with…

02.12.19 | All

How much will retirement cost?

Will you be able to afford a loaf of bread or a pint of milk in your retirement? This year’s Money Week theme was based on how much you will spend on groceries in retirement. Over the week people were asked to estimate how much they would need for groceries over the 30 years they…

02.12.19 | All

Bread and Butter of Retirement

This year’s Money Week theme was based on how much you will spend on groceries in retirement. Over the week people were asked to estimate how much they would need for groceries over the 30 years they might spend in retirement. The commission’s David Boyle said: “Only 11 per cent guessed correctly at between $250,000…

02.12.19 | All

Covered and not just with a blanket

Within days of bringing home from the hospital my new-born daughter, I got her added to our health insurance. Is this something that everyone thinks about or only me because I have a background in insurance? I didn’t want to get into a situation when we would have to wait to have surgery or get…

02.12.19 | All

The Changing Face of Technology

The other day one of our advisers asked me to text a client to remind them of several requirements which were still outstanding in terms of insurance underwriting. “TEXT” a client!!!! Look how far we have come. Technology has had a definite impact on the way we conduct everything in life. In the ‘good old…

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