The Problem with Retirement Income Planners
I think that retirement income planners are generally great people. Particularly if they are based in Sussex… But there’s a fundamental problem with all retirement
June 7, 2024
Retirement Income
The Second Most Important Election of the Year – Campaigning Starts
Last week, a soggy Rishi Sunak set the date for our election. For UK investors, the date of the most important election has been known
May 31, 2024
Joni Mitchell Retirement Advice
A bit of serendipity this last week. I was reading an article from some of our American friends (ThinkAdvisor) when Joni Mitchell’s “Big Yellow Taxi”
May 20, 2024
Retirement Income Advice Review
The FCA recently announced the results of its review of Retirement Income Advice. My immediate reaction was to be flattered – it was great to
April 26, 2024
New tax year, new challenges, extra chocolate
The most recent budget didn’t seem to be the most exciting. No major changes were announced, which felt like a relief for most financial planners.
April 9, 2024
Should you be including more in your retirement budget for healthcare?
In the UK, we’ve been in the fortunate position of having free healthcare for most things as a result of our National Health Service. As
March 25, 2024
Frugal or Tight?
I listened to a podcast this week about Ingvar Kamprad, the founder of IKEA. He’s a fascinating character, but what struck me was how he
March 12, 2024
How to Work out Your Retirement Expenditure
Addition, Subtraction or Both? I was asked at the weekend to give my number one retirement planning tip. The person asking the question was taken
March 4, 2024
Could you spend more in early retirement?
If an individual could know in advance how their portfolio would perform over the course of their retirement, they could be assured in drawing down
February 21, 2024
The cost of retirement is going up too
We’re used to hearing about the “cost of living crisis”, almost every day. It follows that the cost of retirement is also going up, and
February 15, 2024