Knowledge Centre

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Control what you can and not what you can’t

So the decision has been made and we have a new Prime Minister eager to form our government for the

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Is ACC enough?

We are all aware that if we break a leg, fall off a ladder or slip with the kitchen scissors,

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The Seven Virtues of Process

‘How’ relates to process. It’s not just what you invest in, but the approach you take to investing. This means

Will
Have you left a bequest when you die?

Whilst we would like to ensure our families are looked after when we pass on, we want to help spark

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10 Tips for empowering children to be money smart

Encourage your children to work for their pocket money. When they are old enough, possibly around fourteen, encourage them to

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Picking Winners

The media locks in on a particular ‘hot’ sector. In the late 1990s, it was technology.  In the mid-2000s it

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Curiouser & Curiouser

  Have you stopped wondering? As one gets older it’s easy to lose the curiosity and enthusiasm you had earlier

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Pension Flexibility at 55

In 2015 the UK government introduced a rule that anyone with a UK personal pension could access their whole fund at

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Try Something New for 30 Days

Most of us would like to change how we do certain things in our life, but making good habits – and

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Don’t Get Beaten Up!

Everyone wants to beat the market, but the fact is most people who set out to do so end up

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Ten Misconceptions about Retirement

Transitioning to retirement is not just about ensuring we have enough money to last, understanding the emotions we’ll experience and

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UK Pension Transfers – March 2017 changes

25% charge imposed by UK HMRC With a surprise 25% charge introduced by the UK government on transfers to foreign

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Investors Beware!

How many times do investors think that they or their advisers know which funds or stocks to pick and when

Avoiding Money Problems
How to avoid money problems in our middle years

Spending more money than we earn It is often during our middle years, that we are nearing, or are at,

Money Personality Quiz
What is your Financial Personality

Recent research suggests that some of us are ‘dreamers’ and some of us are ‘doers’. or we could even be