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ISA transfers: How do you move on?

by blakeandday | 15th August 2018 | Education, Financial Planning, General Lifestyle

ISA transfers: How do you move on? Are your ISA’s working for you? Sometimes, having owned your Individual Savings Account (ISA) for a few years, you might notice that the interest or underlying investments no longer give you the return that you need. You may have...

Make the most of your ISA allowance while you can!

by blakeandday | 15th August 2018 | Education, Financial Planning, General Lifestyle

Make the most of your ISA allowance while you can! Are you using your ISA allowances each tax year? You wouldn’t want to miss out on a year’s worth of tax efficiency, so now’s the time to take a look at your savings and move your money within the tax...

Couples splitting up or going through divorce

by blakeandday | 6th November 2017 | Debbie Day, Education, Felixstowe, Financial Planning, General Lifestyle

Couples splitting up or going through divorce don’t discuss pensions leaving women thousands out of pocket. • Couples prioritise splitting property and savings and even who keeps the pets • But just 9% would want a fair share of their partner’s pension if they...

Young workers heading into a pension shortfall by not saving enough

by blakeandday | 20th July 2017 | Debbie Day, Education, Felixstowe, Financial Planning, Suffolk

Young workers heading into a pension shortfall by not saving enough SEVEN in 10 younger workers are heading towards a £9,000 cash shortfall in their pension because they are not saving enough, experts have warned. Those aged under 30 typically expect an annual income...

WHAT IF YOU LOST YOUR INCOME?

by blakeandday | 22nd February 2017 | Education, Financial Planning, General Lifestyle

WHAT IF YOU LOST YOUR INCOME? I understand that it can often be seen as unaffordable, expensive and complex to protect your income.  The Need. Being unable to work due to long term illness or injury is a frightening prospect. If you suddenly lost your income today due...

Unmarried woman wins right to claim her late long-term partner’s pension

by blakeandday | 13th February 2017 | Debbie Day, Education, Financial Planning, General Lifestyle, Ipswich, Suffolk

Unmarried woman wins right to claim her late long-term partner’s pension in landmark case that could affect millions of cohabiting couples Denise Brewster and her partner had lived together for ten years and owned their own home  One in six families in the UK...
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