Pension Advice Planning

15/08/2022

RISING COST OF LIVING CRISIS

  The rising cost of living is one of the most pressing issues facing many families today. The price of food, energy, fuel and other necessities has risen significantly in recent months. This has made it difficult to make ends meet and has put a strain on many household budgets. Planning for the ri...

19/01/2022

SETTING FINANCIAL AND LIFESTYLE GOALS
Plan for tomorrow, live for today

Financial success doesn’t happen by accident. It’s a process starting with having a goal, planning carefully and being confident of making the right decisions at the right time. It is easy to stray from basic, solid principles of "finance. these remain true no matter what your age or circumstances. It’s those same principles that need to be applied to your "financial affairs.

27/10/2020

If you have a mortgage, credit card, car finance or loan, or you pay insurance monthly you need to apply before the 31st of October 2020 and it lasts 3 months. If your finances are impacted due to Covid-19, apply for a payment holiday - meaning you needn't make repayments - by the end of the month and you'll get 3mths almost automatically.
Four key personal finance support pillars were put in place during lockdown - furlough, self-employment grants, a universal credit boost and the right to take 3mth payment holidays on most debts. While as a nation we're far from out of the pandemic's clutches, these schemes are gradually being dismantled. With most, there's little you can do to alter that. Yet with payment holidays, if you get in before they shut, they last 3mths. So everyone should evaluate ASAP if they need one..

Over 50 ways to save, incl... free Christmas £125, 1yr tax-relief if you work one day at home, cheap iPhone, last chance payment hol, BT b'band deal, 50% off Tesco toys, 'free' £100 Amazon, 'free' personalised calendar

14/10/2020

TRACK TRACE & MANAGE YOUR MISPLACED PENSIONS

Throughout our working lives we may have various jobs, work for different organisations and build up pension pots with different companies meaning that the risk is we can forget about or lose contact with previous pensions we have contributed to.

Some companies are sold or cease to exist, and you are not always informed. This can become very confusing and time consuming to track down your misplaced pensions.

Here at Aegis Financial Planning we have highly experienced Investment, Tax and Pension advisers who are able to assist with this.

For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors, and other professionals recommend us to their clients.

If you feel you would benefit from our services and you wish for us to trace your pensions so that you have a certainty of what they will provide you at retirement, please get in touch. You are under no obligation to use our services and if it is advice you are after we can point you in the right direction.

With our intelligent pension calculators you can see how realistic your dreams are.

(please note this calculator should be used as a guide only and should never be considered as advice)

https://www.pensionadviceplanning.com/monthly-contributions-calculator

14/10/2020

TRACK TRACE & MANAGE YOUR MISPLACED PENSIONS

Throughout our working lives we may have various jobs, work for different organisations and build up pension pots with different companies meaning that the risk is we can forget about or lose contact with previous pensions we have contributed to.

Some companies are sold or cease to exist, and you are not always informed. This can become very confusing and time consuming to track down your misplaced pensions.

Here at Aegis Financial Planning we have highly experienced Investment, Tax and Pension advisers who are able to assist with this.

For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors, and other professionals recommend us to their clients.

If you feel you would benefit from our services and you wish for us to trace your pensions so that you have a certainty of what they will provide you at retirement, please get in touch. You are under no obligation to use our services and if it is advice you are after we can point you in the right direction.

With our intelligent pension calculators you can see how realistic your dreams are.

(please note this calculator should be used as a guide only and should never be considered as advice)

https://www.pensionadviceplanning.com/monthly-contributions-calculator

https://www.pensionadviceplanning.com/retirement-pot-calculator