Category: Annuities

Personal Finances – so what are your weak spots?

No matter what age you are it’s likely you have a weak spot when it comes to Personal Finances. In fact, it’s pretty much inevitable, no one’s financial armour is infallible. What steps can you take to shore up your defences? MONEY’S TOO TIGHT TO MENTION Younger people are often struggling to save, let alone contribute towards...

Adviser clients are better off in retirement

Adviser clients are better off in retirement Clients of financial advisers can hope to be almost 39% a year better off in retirement. This is compared to those who opt to take financial decisions by themselves according to research by Dunstan Thomas. A survey by the firm found adviser clients could on average hope for a...

Annuities – Where are we now ?

Annuities – Where are we now ? When the ground-breaking pension changes were introduced in April 2015, many experts believed that they signalled the demise of the annuity. Media attention focused on the fact that under the changes no-one would be forced to buy an annuity.  So it was hardly surprising that sales of annuities fell markedly...

Planning a Pension? – What mistakes should you avoid?

It’s easy to think that if you have a pension, you can forget all about it until it’s time to retire. However, regular reviews with your Financial Adviser aim to help you enjoy a more financially comfortable lifestyle in retirement. Here are some mistakes you need to avoid as they could be costly in the...

What’s the truth about annuities?

“Let me be clear: no one will ever have to buy an annuity again” (George Osborne, Budget speech, 19th March 2014†).   This was a watershed moment for retirement income planning, as people can now draw down as much as they want from their pension pot from the age of 55. However it is worth noting that no-one...

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Logic Wealth Planning Limited is Authorised and Regulated by the Financial Conduct Authority. Registered in England and Wales number: 4206195. Registered Address: 18/19 Salmon Fields Business Village, Salmon Fields, Royton, Oldham, OL2 6HT. Trading address: Sigma House, 9 Southgate, Cross Street, Off Green Lane, Heywood, Greater Manchester, OL10 1ND. Telephone: 0808 1234 321.