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05 Feb 2024

How to move into the decumulation phase of retirement planning

Moving into the decumulation phase of retirement planning can present some challenges. As well as understanding how to effectively manage depleting your assets, you may find you need to adjust your mindset too.

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News

05 Feb 2024

Retirement planning: The importance of setting out your lifestyle goals

When you start planning for retirement, your focus might be on the financial side. However, paying some attention to your lifestyle goals could help you feel fulfilled as you start the next chapter of your life.

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News

02 Feb 2024

Guide: Everything you need to know about annuities when creating a retirement income

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News

11 Jan 2024

Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

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News

09 Jan 2024

How to slow the signs of ageing and feel healthier in your later years

US scientists have discovered eight habits that you can start to slow the signs of ageing by up to six years. If you want to feel healthier in your later years, read on to find out what lifestyle changes you could make.

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News

08 Jan 2024

The feel-good news stories you might have missed in 2023

The news can often make the world feel like a bleak and lonely place. So, in case you missed them, here are just a few of the feel-good news stories from 2023 to start the new year with a smile.

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News

05 Jan 2024

Why the numbers are essential for successful financial planning

While financial planning often starts with your aspirations and long-term plans, getting to grips with numbers, like your income and value of assets, is essential. It could help you create a realistic financial plan that supports your goals.

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News

05 Jan 2024

The pros and cons of choosing a living legacy over leaving an inheritance

You may want to support loved ones by gifting assets during your lifetime, rather than leaving them an inheritance. A living legacy could be a useful way to help your family reach their goals, but there are some important drawbacks to consider too.

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News

04 Jan 2024

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

In 2023/24, your pension Annual Allowance is up to £60,000 compared to £40,000 in the previous tax year. If you haven’t reviewed whether it could be worthwhile to increase your contributions following the rise, read this article to discover why it could be financially savvy.

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News

03 Jan 2024

Retirement planning: Should you consider a phased retirement?

If you’re planning your retirement, one of the first questions you might want to consider is: how will you retire? A phased approach could help you strike a work-life balance that suits you and might offer other benefits too.

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News

02 Jan 2024

PKFS new website

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