Smart Money (May/June 2021)


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. 

Articles featured in this issue: 

Minimum pension age to increase 

Age change to when people can start taking private pension savings 

A new tax year, a new start for your finances

Creating a roadmap for your future financial success 

Boost your pension savings

Planning to achieve your retirement goals sooner 

 Retirement options 

What can you do with your pension pot? 

Grandparents, grandchildren and money 

Sharing your wealth during your lifetime can make a big difference 

Will your pension run out early? 

Impact on people opting for early retirement as a result of the pandemic

Sustainability matters 

Plan for a better tomorrow, today 

Pension lifetime allowance 

How to stay within the limit to avoid a tax charge 

It's good to talk

Getting financial help during the coronavirus (COVID-19) pandemic

Steps towards a better financial future 

Grow, protect and transfer your wealth 

Conscientious investor 

Investing today to help make a better tomorrow 

Retirement clinic 

Answers to the myths about your pension questions 

Time to look at the ‘big picture’?

 Discovering the emotional benefits of financial advice 

The Golden Years?

Be better off in retirement   

Live the life you want

How much pension income will you need for a comfortable retirement? Funding your child’s future lifestyle! Early preparation in life is key to becoming financially independent 

Succession planning 

Preparing yourself, your family and your business for the future 

Unlocking property wealth 

Plan for the worst, hope for the best 

Peace of mind that you’re on the right track

How to plan for a confident retirement to live the lifestyle you want 

Budget 2021

What was announced in Chancellor Rishi Sunak's speech?   

Post-work income 

How much annual income will you receive from your pension and savings? 

Generation Xers chronically under-saving 

57% face financial difficulty in retirement years

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