Retirement – A final chapter or a fresh start?
Research has uncovered a big difference in the way men and women view retirement. A study has examined the words people use to describe life
Philip Wise
May 30, 2023
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Artificial Intelligence – coming to a fund near you soon?
Since the beginning of the year, we’ve been hearing increasing amounts about what Artificial Intelligence (AI) can do – for good, and for bad –
Philip Wise
May 22, 2023
What if your retirement is unplanned?
As we are retirement planners, you might imagine that our clients tend not to have retirements which aren’t planned for, and you’d be right that
Philip Wise
May 15, 2023
Social Media + Electronic Banking = Trouble for Smaller Banks?
Last weekend, First Republic Bank, the 14th largest lender in the USA, collapsed into the comforting arms of JP Morgan. It was only a couple
Philip Wise
May 9, 2023
I can predict the future…
… but not very well. That was the the headline from some ground breaking research released last week by Income Lab, a US-based software platform.
Philip Wise
April 17, 2023
Don’t let perfection be the enemy of good
Planning for retirement when you’re starting late Everyone knows that you’re supposed to start saving for retirement early, but that doesn’t always happen. Preparing for
Philip Wise
April 3, 2023
Retirement is Headline News!
The last couple of weeks have been exciting for us pension geeks. Most of the time, people try to change the subject when I tell
Philip Wise
March 27, 2023
How does your retirement plan account for your own cognitive decline?
Our financial lives throw up a lot of events that only occur once for each individual – a few big changes like retirement, alongside many
Philip Wise
March 20, 2023
How important is the budget for your retirement plan?
On Wednesday, Jeremy Hunt will present his budget. One thing, which we can reliably predict, is that a lot of the media outlets will be
Philip Wise
March 14, 2023
Should I be worried about the Silicon Valley Bank collapse?
Over the weekend, Silicon Valley Bank collapsed. The markets are currently breathing a sigh of relief, with the US authorities having bailed out SVB, and
Philip Wise
March 13, 2023