News

29 Feb 2024
Bridging the pension generation gap

Bridging the pension generation gap

The chasm between generations regarding retirement prospects is glaringly apparent, as 78% of individuals believe their predecessors had more favourable pension plans or brighter retirement futures. According to recent research, this data highlights a stark revelation that underscores the urgency for younger generations to access improved financial education[1]. This will help address the inequitable distribution…

Continue Reading
19 Feb 2024
Gender Pension Gap

Gender Pension Gap

The gender pension gap is an issue that extends beyond just the disparity in earnings between men and women. It also encompasses other aspects such as financial confidence, engagement with financial products and socio-economic factors. According to new research, women are 33% more likely than men to say they do not understand how their pension…

Continue Reading
31 Jul 2023
Building a diversified portfolio

Building a diversified portfolio

Trusting that your investments are progressing toward your objectives is vital, allowing you to concentrate on the things you value most in life. This is why building a diversified portfolio is crucial to any successful investment strategy. Diversifying your investment portfolio can limit your exposure to any single type of asset, therefore helping to reduce…

Continue Reading
17 Jul 2023
Maximising your investments in your 50s

Maximising your investments in your 50s

As you enter your 50s, retirement is no longer a distant dream but a rapidly approaching reality. Ensuring that your investments work diligently to secure the lifestyle you envision for your golden years is crucial. By optimising your financial strategy now, you can confidently retire according to your personal goals and aspirations. Defining your retirement…

Continue Reading
13 Feb 2023
Ins & outs of CGT

Ins & outs of CGT

Capital Gains Tax (CGT) is a form of taxation imposed on profits earned from the sale of certain types of assets. Gains are calculated by subtracting the purchase price and related expenses (such as sales charges) from the selling price.  If you plan to sell assets that have appreciated in value, such as real estate,…

Continue Reading
30 Jun 2022
Private wealth

Private wealth

Saving money for retirement is important because you’ll need a nest egg when you’re no longer working. The best way to guarantee an income when you’re in your golden years is to save and invest as much as you can now while you are still working. For the majority of people, pensions represent our biggest…

Continue Reading

AJ Bell:

Account Login