27 May 2021

Planning to retire in 2021?

Whether you had always been planning to retire this year, or COVID-19 has forced your hand, it’s never too late to get organised. We believe that retirement is something to be looked forward to after a lifetime of hard work – so don’t let it be overshadowed by financial concerns. We can help you quantify […]

21 May 2021

ESG: A megatrend here to stay

New research suggests environmental, social and governance (ESG) investing is set to continue gaining prominence, with ESG issues increasingly converging into mainstream investment strategies. A growing trend The last few years have seen a substantial rise in ESG investing around the globe, driven by an increasing desire for investors to know both where their money […]

12 May 2021

Dividends down 44% year-on-year

UK dividends fell 44% in 2020 to £61.9bn, the lowest annual total since 2011, according to Link Group’s latest Dividend Monitor1. However, a better-than-expected Q4 was boosted by suspended payouts being restored. The biggest impact came from the financial sector, which contributed to two-fifths of cuts, while oil dividend cuts accounted for another fifth. Dividends […]

3 May 2021

Why it pays to update your pension expression of wishes

An expression of wishes tells your pension provider who you would like the beneficiaries of your pension to be in the event of your death. Multiple beneficiaries can be named, and you can state how much of your pension you want each to receive. However, while many people complete an expression of wishes when they […]

1 May 2021

Sorting out your mortgage during divorce

Divorce can be an incredibly stressful time for couples and the financial impact it can have only adds to the pressure. The number of couples getting divorced surged by almost a fifth in 20191. Although data for 2020 has not yet been released, after the strains of the last year or so, unfortunately it would […]