The first Child Trust Funds will mature in September 2020, read Sarah Wilson Trainor’s thoughts on parents/guardians having a conversation with their children about this.

The State Pension age is set to rise to 66 shortly and then to 67 in 2028. The Government announced last week that private pension access would rise in line with the second change to 57 at the same time.

Neil Sadler comments on the Bank of England's emergency cut in interest rates to the record low of 0.1% and R&SI's product rate drop.

Our advisers go above and beyond for their clients, especially when life gets tough. A great example is this case study by Neil Sadler, which highlights how our advisers can help with the decision-making process.

Dan Cockayne, one of our Chartered Financial Planners explains why staying focussed on long-term goals is the key to investing. 

Sarah Wilson-Trainor explains why you should use a financial planner to understand your income needs before you settle a divorce... 

Ella Davies gives us an update on how client meetings now include Joe Wicks and cats on laptops, and the importance of communication when it comes to supporting clients...

Sarah Wilson-Trainor, one of our long-serving Chartered Financial Planners tells us about the process for claims after a death and the steps required to navigate this complex journey.
 

If you were told you could retire tomorrow, assured you could afford to, would you be excited, relieved, sceptical or something else? Read more...

Professional Paraplanner interviewed Jonny Stubbs, head of Technical Support at LIFT-Financial Group. They asked him how he's running our operations in the current crisis, how he's dealing with issues of isolation, motivation and morale and the potential effect of the current situation on businesses and the industry.