Welcome to our latest Smart Money November/December 2021 edition.

Articles featured in this issue:

Change to the State Pension triple lock - Pensioners ‘deeply disappointed’, particularly women and self-employed  

UK pensioners underpaid - More than £1 billion in State Pensions impacted due to ‘repeated human errors’  

Festive gifts that teach children the value of money - Why parents should look to Christmas investment gifts instead of toys 

How can I protect my wealth from inflation? - Five questions to ask before inflation really takes off

Minimum pension age on the up! - Increase intended to align with the raising of the State Pension age

Pensions and retirement still remain a taboo - When it comes to marriage and money, it’s good to talk

The power of a plan - How to create a personal financial plan in 8 steps 

Planning for early retirement - What are the financial consequences of stopping work in your 50s? 

Pandemic triggers shift to saving - People thinking more about their spending and financial priorities 

Generation vexed A third of Gen Xers not confident they can fund their retirement 

Investing with impact - How ESG creates long-term value 

Post-lockdown boost to financial wellbeing fades - Continuing impact on people’s physical health and financial wellbeing 

New vision for older workers needed: retain, retrain, recruit Age discrimination impacts job prospects of three million over-50s

Is freedom today hurting freedom tomorrow? Tax-free cash allowances putting some retirements at risk

Significant impact on retirement prospects and planning - £5.3 billion lost from over-50s’ retirement pots throughout the course of the pandemic 

What do your retirement plans look like? - Pandemic sparks a surge in over-50s seeking professional financial advice

Planning for the road ahead - Gen Z’s caring nature supporting both themselves and loved ones

Money doesn’t have to be complicated - Whatever your needs and aspirations, we can help you enjoy today while planning for tomorrow. We hope you enjoy our latest issue, and if you require any further information or would like to start a conversation – please contact us.

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