Can your pension benefit from the Lifetime Allowance changes

The extent of change in pension tax legislation announced in the Spring Budget caught many by surprise. It had been rumoured that Jeremy Hunt would introduce some changes designed to incentivise those over the age of 50 who left the labour market during the COVID pandemic to return to employment. However, removal of the Lifetime …

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Meet the Team… Andrew Alexander

The latest in our ‘Meet the Team’ series comes this week featuring one of our Directors, and who is sure to be a familiar face to all of our readers, Andrew Alexander!



Global Market Commentary April 2023

Although April was a relatively quiet month from a financial markets perspective, despite market concerns, stocks have generated good returns so far in 2023.


Investment outlook 2023

2023 Investment Outlook

2022, for investors, was one of the most dramatic in history. Against a backdrop of spiralling inflation, Central Banks in developed markets began to raise interest rates and reversed their decade long loose monetary policy, in the hope of bringing increased prices under control. As a direct result, fixed income assets delivered the worst annual …

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Lifetime allowance

Changes to Lifetime Allowance…. we never saw that one coming!

There is always a leak or two before a budget announcement and this year was no exception. The increase in pension annual allowance, for example, from £40,000 to £60,000 may be welcome news to many. What we were also led to believe was that the lifetime allowance (LTA) might also be increased from the current …

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Saving for your children

SOLLA accreditation explained

About SOLLA SOLLA was established in 2008 as a ‘not-for-profit’ organisation to help people and their families find trusted accredited financial advisers who understand financial needs in later life. Advisers who can provide peace of mind and help you make the right financial choices for those all-important retirement years. Achieving SOLLA accreditation is the established …

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March Market Commentary

Global Market Commentary March 2023

Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Markets Shrug Off Banking Turmoil Key Themes March 2023 was a month to remember. It …

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Pension Auto Enrolment

Pension Auto Enrolment achieves over £114bn in savings

The introduction of the Auto Enrolment policy over 10 years ago has helped millions add to their pension pots. In 2021, employees across the UK saved £114.6 billion into their pensions and saw more than 10.7 million employees paying into a workplace pension. After taking inflation into account, this was an increase of £32.9 billion …

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