Blog posts by
Sarah Wilson-Trainor

Financial Planning

11^th November 2024

Pensions and divorce

It can be easy to focus on immediate needs and a quick, clean break, but this can cloud your judgment and affect your future. Sarah Wilson-Trainor analyses and explains...

Time to review your old With-Profits Funds? Understanding the Risks and Opportunities

Financial Planning

9^th July 2024

Time to review your old With-Profits Funds? Understanding the Risks and Opportunities

FT Adviser reported in February 2024 that as at the end of 2022, the UK With-Profits Market is worth £210 billion. Much of this is tied up in legacy With-Profits Funds in old policies that haven’t been reviewed alongside aims and objectives for many years, is it time to review your With-Profits Fund Holdings to make sure they are fit for purpose and to protect yourself? Sarah Wilson-Trainor explains more...

Financial Planning

23^rd October 2023

We’re going on a pensions hunt…

It is National Pension Tracing Day on Sunday, Sarah Wilson-Trainor explains why it is time for you to go on a pensions hunt in her latest update.

Blog posts bySarah Wilson-Trainor

Pensions and divorce

Time to review your old With-Profits Funds? Understanding the Risks and Opportunities

We’re going on a pensions hunt…

Blog posts by
Sarah Wilson-Trainor