We are Recruiting…

Paraplanner: Salary: up to £38,000 + pension We are eager to identify a suitable candidate to fill a Paraplanning role within our firm. The successful applicant will be Level 4 qualified and will have some experience of dealing with high net worth financial planning scenarios; Chartered status would be an advantage. Full funding of further […]

Read this post

‘Lifestyling’ – the real threat to your lifestyle in retirement

Over the last few years, one trend that came into vogue in retirement planning (particularly corporate pensions) has been so called ‘lifestyling’. This is where the pension provider’s investment strategy works towards a target retirement date (or perhaps a default date across the scheme nominated by the sponsoring employer). Early in the career of the […]

Read this post