Three reasons an Annuity might be the right choice and how to get the best rate

Annuities were never the most popular of options for retirees. Often seen as inflexible and poor value, many were bought begrudgingly by people who thought they had no other option. Since Pension Freedom was introduced, the number of Annuities being bought has dropped significantly. Figures from Retirement Advantage show that around 180,000 have been bought over the past two years. Despite a fall in popularity, there are still many reasons why an Annuity might be the right way of turning your pension into an income: 1.You want a guaranteed income, which ...

Retirement: What’s on your bucket list?

Happy Retirement on Tag on Wooden BackgroundRetirement means something different for everyone. For you it might mean more time with the grandchildren or longer holidays. For other people, pursuing hobbies and pastimes you didn’t have time for when you were working, or just the freedom to do what you want, when you want. New research, from Retirement Advantage, has shown, exactly what those people close to retirement plan to do when they finish work, and some of the results are surprising. The survey of 1,000 people over the age of 50 found that ...

Retirement: New survey reveals why you need to talk about retirement

Saving for retirement conceptMany people dream of an idyllic retirement, spending more time with the grandchildren, longer holidays, more time in the garden or on the golf course, but a new survey reveals most people are unprepared for their ‘golden years’ and many have never even discussed retirement with their partner. The Prudential surveyed nearly 2,000 adults, over the age of 40 and the results were frankly alarming: 1 in 5 women over the age of 40 will rely on their ...

Retirement planning & transition seminars – September 2013

Julie Parry Jones seminar 150 px“Enjoy your retirement years as you’ve always envisioned.” We are delighted to be speaking at the forthcoming seminars from renowned retirement coach, Julie Parry Jones. Whether you are approaching retirement or have recently retired, the transition can be difficult to manage, with a huge number of financial decisions to be taken; many of them irreversible. At the seminars Investment Sense will provide you with all the financial information you need to enjoy a comfortable retirement. Whilst Julie will consider other areas to ensure a healthy retirement....