Posts Tagged ‘professional financial advice’

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New Year Checklist to put you in the best financial position

  We hope you have had a good start to 2017. We’ve put together a quick checklist to put you in the best possible position to start the year and also protect you and your family should the worst occur.   A few questions for you to consider… • If you are aged over 55, [...]

PK Partnership Mortgage

About to draw your pension benefits?

  If you are going to turn your pension fund into a retirement income in the near future, the outcome of the EU referendum has complicated matters. One of the reasons George Osborne gave for the introduction of his radical pension flexibility reforms in March 2014 was that “the annuities market is currently not working [...]

Image Courtesy of Flickr_Ishan Manjrekar

Will next year’s Lifetime ISA (LISA) be a real pension alternative?

The rumour machine that operates before each year’s Budget went into overdrive in 2016. First there was a steady flow of stories about changes to pensions that would see flat rate tax relief replace full income tax relief on pension contributions. Then, shortly before the Budget, there was a widely covered unofficial statement that the [...]

PK Partnership cost of financial advice

Is professional financial advice really worth the expense?

In this post we demystify the true cost of financial advice and then look at the benefits of professional advice vs. attempting to manage your own financial affairs. Is professional financial advice worth the cost?



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