Apr 23 minIncreasing client engagement with the One-Page Financial PlanThe One-Page Financial Plan is a high-level summary of the underlying financial plan. Read how we tweaked the process to increase engagement
Feb 224 minDoes holding a cash buffer solve Sequence of Returns Risk?Cash buffers are often suggested as a way of mitigating Sequence of Returns Risk. Do they work, or are they more of a chocolate teapot?
Feb 163 minHow much do I need to save for a moderate retirement in 2024?Continuing our PLSA analysis, we look at why a larger retirement pot does not always lead to better retirement outcomes.
Feb 156 minHow much do I need to save for a comfortable retirement in 2024?A comfortable retirement for a couple is believed to now cost around £59,000 a year. What size retirement pot do you need to fund this?
Feb 103 minD.I.Why? When financial advice costs less than Doing It YourselfOur retirement planning offering can often be more cost-effective than managing retirement on a D.I.Y. basis. We look at a recent example.