As an accountancy firm we deal with lots of business owners who operate as a sole trader or in a partnership. A questions we get asked by a lot of our self employed clients is, ‘should I pay into a pension’? Here are a few of the reasons you […]
Tag Archives: retirement planning
Blog, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement
Pension planning – a few things to consider
14
Sep
Sep
Pension Awareness Week is back and this year it’s celebrating 10 years of making a positive difference. Now is the time to get to know your pension better than ever and prepare for the future you want. Our financial planning team Robson Laidler Wealth are on hand to guide and steer […]
Blog, Pensions, Retirement, Taxable Benefits, Wealth
Financial Planning Life Stages: planning for retirement
25
Jan
Jan
In this vlog we discuss retirement planning with our model couple, Andy and Sarah to ensure they don’t run out of money. Andy and Sarah are now in their late 50s – they have a joint income of £140k, they have savings in stocks and shares and investment ISAs and […]
25
Jan
Jan
At Robson Laidler Wealth we know a great client relationship is built on transparency and trust and with that in mind we thought we would delve into the lives of our advisers, to find out more about them and their daily routine at work and to help you get to […]
Blog, Events, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Pensions Awareness Day – All you need to know
15
Sep
Sep
Pension Awareness Day takes place annually on September 15 with the aim to alert the nation that they need to save more for their retirement. So what do you need to be aware of exactly? Here’s some tips from Chartered Financial Planner Amanda Cowie director at RL Wealth: Pensions are […]
27
Aug
Aug
Whether you are a busy professional, medic or business owner, the simple answer to the question, “when should I start planning my retirement?” is – now! It’s never too early. If you organise your life now you will minimise stress for yourself and your family in future. Holiday season […]
Blog, Budget, Family, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
When can I retire? Do you know your “magic number”?
09
Mar
Mar
I was having coffee with friends, in those pre-lockdown halcyon days, and one asked “when do you think you will retire?” My answer is always the same “when my pension and investments reach the magic number!” Obviously my magic number is personal! But I 100% know what it is and […]
Blog, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Retirement, Wealth
Financial security – what price peace of mind?
02
Feb
Feb
In a recent global study* the question “What do you value in the relationship you have with your financial adviser?” The results were: Given what we are going through at the moment you might say that this is pretty obvious. However these results were similar pre-pandemic. So, how do you […]
Blog, Financial Planning, Pensions, Personal Finance, Protection, Wealth
Retirement Planning – 5 things to think about!
23
Oct
Oct
Planning for retirement might seem like a long road ahead and we know how hard it is to prioritise saving over spending. When you’ve saved your entire working life, you just want to know that you will be “ok” financially when you eventually stop. We think it’s important to have […]
Blog, Family, Financial Planning, Pensions, Personal Finance, Retirement, Tax, Taxable Benefits, Wealth
What happens to my pension when I die?
20
Sep
Sep
One of the most regularly asked questions I get from clients is “what happens to my pension when I die”. Your pension can be your largest asset, often exceeding the value of your home. The rules governing pensions can be complex and have changed significantly in recent years. What happens […]
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