Posts by David Carter

FTSE 100 suffers worst year since 2008 but your portfolio may still have gained

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Thousands will run out of money in retirement, will you?

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6 tax allowances to use before 5 April 2021 to boost your finances

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Investment market update: December 2020

As 2020 draws to a close, a Brexit deal was finally agreed upon and provides certainty to some business, but Coivd-19 continues to have an impact on markets and economies.

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10 motivational books to help you get the most out of 2021

Staying motivated is one of the challenges of working towards any goal. But these ten books could provide the inspiration you need to stay on track for 2021.

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5 tips for ‘switching off’ when you’re working from home

Four in ten employees say they find it hard to switch off when they stop working. It’s something more workers are finding as they shift to working from home, but there are some things you can do.

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Everything you need to know about credit scores and reports

Credit scores affect your access to credit and how much it’ll cost. Yet, three in ten people have never looked at their credit report. We explain what you need to know and why it’s important.

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Have you prepared emotionally for retirement?

When approaching retirement, it’s common to organise your pension and other financial areas. But it’s just as important to consider your lifestyle and emotional wellbeing.

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Beware of pension trap when accessing your pension before retirement

Thousands of workers are accessing their pension before they retire. It could mean they trigger the MPAA, reducing how much they can tax-efficiently save into a pension over the rest of their career.

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The importance of taking stock of your pension withdrawals after market volatility

If you take a flexible income from your pension, market volatility in 2020 may mean your assets have been depleted quicker than expected. Taking stock of the impact can give you confidence in the long-term security of your finances.

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