Five tips to stay on top of your finances

Putting things off until another day is easy, but where money is concerned it can be a huge mistake to avoid sorting out your finances. Here are five tips to help you stay on top.  Continue reading

Self-employed MUST plan for retirement

Freelancers, self-employed, small business owners and contractors all know that monies should be put aside for later life, but finding the cash to top up pension pots for retirement can be difficult.  Continue reading

Will banning nuisance calls stop pension scammers?

The UK government has now banned nuisance calls, texts and emails relating to pensions. People of retirement age have been warned to remain on their guard for pension scammers.  Continue reading

Celebrating the UK’s top rated financial advisers

The 2019 list is out. The names of the UK’s top rated financial advisers have been revealed. Based on customer reviews compiled by ‘Vouched For’ website, Logic Wealth Planning’s MD is on the prestigious list…  Continue reading

Who are the sandwich generation?

Saving for your own retirement is hard enough, but what happens when you’re still supporting children and elderly parents? You are probably part of the growing sandwich generation.  Continue reading

What are retirement income targets?

How much money is enough, and how much income will your pension savings give you in retirement? Tough questions, and more people are using retirement income targets to help work through the numbers.  Continue reading

Don’t let pension scammers win

The pension freedoms introduced by the UK government in 2015 have given millions of retirees greater flexibility with their money. Sadly, without the right advice some have seen scammers take their pensions.  Continue reading

Old masters win the golf

The standard was a few shots shy of the golf on show at the Carnoustie British Open, but Logic Wealth Planning’s staff golf day at the Rossendale club was a fabulous success.  Continue reading

Pension warning from FCA

Pension freedoms introduced in 2015 gave people greater financial flexibility in retirement. The Financial Conduct Authority (FCA) is concerned that some are taking poor decisions with their money.  Continue reading

Team golf day

Sometimes, you need to treat the staff. They work hard, they go the extra mile, and that dedication should be reciprocated. So we’re closing the Logic Wealth Planning office for an afternoon in mid-July, getting the golf clubs out, and having drinks and a slap-up meal. There are prizes to recognise another year of fabulous […]  Continue reading

Life planning to avoid the unexpected

Making regular savings while you earn is relatively easy, but when income falls in later life, making the right financial decisions can be tricky. Life planning can help you forecast what cash you will need, and when…  Continue reading

Managing income during retirement

People with defined benefit, or more commonly known as final salary pensions, have income options when they reach 55 years of age.  Continue reading

Don’t lose track of old pensions

If you have changed jobs a few times, moved home, or started a company pension scheme but forgotten about it when you switched employer, your savings could be part of an estimated £400m in unclaimed UK pensions.  Continue reading

Making pension assets work harder

When you run a business and want to invest and expand, getting the right capital in place can be complicated. Logic Wealth Planning helped one growing Lancashire firm utilise pension assets to help progress their ambitious plans…  Continue reading

When should I start a pension?

Pension regrets, we’ve had a few, but it’s never too late to think about the income you will need during retirement. Deciding what you want from life will help you make those decisions…  Continue reading

From Client to Compliance Director!

Some things in life have wonderful symmetry. Nathan Lewis loved being a colleague and client of Yianni Theodorou (Logic Wealth Planning, MD) so much, not long after the firm was established he teamed up with his friend again and is now part of a growing financial services company. Read his story…  Continue reading

Keeping your Pension Plan on Track 

 Keeping your Pension Plan on Track   – Is Your Pension Plan on Track ? The Pensions and Lifetime Savings Association (PLSA) has come up with a suggestion to help people keep their pension plans on track. It’s called for savings targets to be put in place to help individuals save enough for a good pension for their […]  Continue reading

Saving for retirement – ignorance is not bliss

Saving for retirement – When it comes to saving for retirement, ignorance very rarely results in bliss. No one really chooses to work into their golden years, but the reality is that many people have to if they wish to continue their current standard of living. Auto enrolled pensions have been introduced by the government […]  Continue reading

One in five Britons expect to stop work by 65

Only one in five Britons expect to stop work by 65 ONLY one in five workers believe they will be able to begin retirement when they reach the age of 65, research has shown. – More than half of people think they will continue working into their later years, with a lack of savings thought […]  Continue reading

Is the Retirement Age set to become even higher ?

Is the Retirement Age set to become even higher ? Millions of people in their 50s may have to work until the age of 68 following a shock pensions review. Ministers are considering a shake-up of the pensions timetable that could see the planned rise in the state pension age from 67 to 68 brought forward […]  Continue reading