More financial pressure for the “Sandwich Generation”.

 So who are the “Sandwich Generation”? The "Sandwich Generation" are the group of people who are feeling the financial strain of supporting their children, grandchildren and ageing parents. With young adults struggling to achieve financial independence and a population that is living longer the burdens and responsibilities of the over 55s are increasing. Recent research [...]

2019-05-15T09:28:57+00:00 May 23rd, 2019|News|

Are you nearing retirement?

Putting a retirement plan in place. If you’re in your late fifties/early sixties and starting to think about retirement, there’s certainly a lot to think about! The important thing is to first get an idea of what level of income you’ll need in retirement so that you can comfortably enjoy your well-deserved leisure time. It’s [...]

2018-11-12T15:51:06+00:00 November 19th, 2018|News|

Income Protection. It will never happen to me.

By Rachel Efetha, Chartered Financial Planner. As I sit here writing this article, many of you are probably enjoying an unexpected ‘snow day’ off work, whilst others, like me, might be juggling working from home with their children having a snow day off too. Have you considered how you would cope financially if you had [...]

2018-04-03T12:05:02+00:00 March 29th, 2018|News|

Should you transfer your final salary pension?

Recent figures show that nearly a quarter of a million people have moved their final-salary pension fund. The industry name for this type of fund is defined-benefits (DB). Many experts are warning that the trend is a time bomb because people risk poverty in later life. So far over £50 billion has been removed from financial [...]

2018-02-21T15:50:29+00:00 November 20th, 2017|News|

Retirement. Getting the best from retiring.

Moving into retirement can be the most exciting time of your life. It can also be daunting if you do not plan. Here are a few tips to help you plan to make the most of your pension finances. State pension. How much will you receive in retirement? Your state pension is based on your [...]

2018-08-22T16:40:34+00:00 November 16th, 2017|News|

Retirement. Planning to call in the builders?

A recent survey undertaken by Saga Home Insurance found that many United Kingdom residents, that had recently retired, were planning major home improvements. It’s natural that you would want to make improvements now that you will be spending more time in your home during your retirement. How long are you planning to stay put in retirement? [...]

2018-02-21T15:50:31+00:00 November 9th, 2017|News|

Investing in Stocks and Shares? What to think about.

With savings rates at a historical low (although there is talk that they may rise slightly), you may be looking at different ways at protection your hard earned money. Investing is a more adventurous approach with you savings that might be the way forward? Purchasing stocks and shares is one way to do this. Stocks and share [...]

2018-02-21T15:50:38+00:00 November 2nd, 2017|News|

Final thoughts and views from our intern.

By Philippa Barrett, intern at Anstee & Co. My final week as an intern gave me a brief introduction to paraplanning such as the method that goes into the report process and the tools they use to aid. Dynamic planner is the main software used by the paraplanners in the office which is where information regarding the [...]

2018-02-21T15:50:42+00:00 October 12th, 2017|News|

Lifetime Individual Savings Account (LISA) launched today.

The new Lifetime Individual Savings Account (LISA) is launched today, the 6th April 2017. This new ISA offers a bonus of 25% on savings for those who are under forty years old. The savings account can be used towards home purchase or retirement Here are the key facts about the Lifetime ISA The Lifetime ISA [...]

2018-02-21T15:51:39+00:00 April 6th, 2017|News|

Lifetime Individual Savings Account (LISA) launched today.

The new Lifetime Individual Savings Account (LISA) is launched today, the 6th April 2017. This new ISA offers a bonus of 25% on savings for those who are under forty years old. The savings account can be used towards home purchase or retirement   Here are the key facts about the Lifetime ISA     [...]

2018-02-21T15:51:40+00:00 April 6th, 2017|News|