Qualifying age for free bus pass is set to change

The promise of free travel through an older person’s bus pass usually comes with retirement but changes of the rules may mean some will receive this travel concession later in life that expected.  The rules of when a person is eligible for a bus pass varies – in...

Loss of pension income for those under 40

Around four million workers under 40 could be losing out on investment returns as they are in low-risk pensions that do not have potential for higher growth. Research, undertaken by Opinium, showed 66% of people between 18 and 39, equal to around 10 million people,...

July/August

Welcome to our latest edition. Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a compelling choice when saving for retirement. On page 08 we look at one of the key benefits of saving into a pension rather...

May/June

Welcome to our latest edition. As we enter another new phase in the coronavirus (COVID-19) pandemic, each UK nation has set out a roadmap out of lockdown, a positive sign that we can hopefully start to get back on track both financially and emotionally. It’s always a...

March/April 2021

Welcome to our latest edition. At the time of publishing, Chancellor of the Exchequer Rishi Sunak had not delivered his Budget 2021 speech. We’ll look at the key announcements and how these could affect your personal, family and business finances in the next edition....