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March – April 2022 Newsletter

March – April 2022 Newsletter

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Welcome to our March / April 2022 edition. Inside, we look at why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the market’s vocabulary in the last three decades until it suddenly started to come back with a vengeance in 2021.

      • On page 3 we relook at the Pension Freedom rules and how this has changed the way a lot of people now manage their finances in retirement. 

      • On page 6 we explain three areas that can help you keep on track to meet your financial goals.

      • On page 9 we consider why finding ways to generate a return on investments greater than inflation will be a key investment theme – otherwise your wealth falls in real term

      • On page 10 five key principles of investing that affect everyone.

    Full Contents

    03 PENSION FREEDOMS. You work, you save and then you retire

    04 GETTING READY TO RETIRE? Bolstering your retirement lifestyle as you approach retirement.

    05 LOOKING TO BUILD A BIGGER PENSION? Don’t miss the deadline to give your pension savings a boost.

    06 IMPROVING YOUR FINANCIAL HEALTH. Staying on track to achieving specific financial goals.

    08 HOW MUCH DO I NEED TO SAVE TO RETIRE? Questions to help you live your best life in later life.

    09 INVEST YOUR WAY OUT OF INFLATION. Why now is the time to make sure you protect your  wealth.

    10 ‘TIME IS MONEY’. Five principles of investing everyone should know.

    12 INVESTMENT CHOICES. Behavioural patterns shaping our way of iinvesting, for better or worse

    Your wealth needs to serve you differently at different stages of your life. Find out how we can help you make the most of tomorrow by planning today. To discuss how we can help, please contact us.