Smart Money Newsletter Sep-Oct 2018 - PKF Francis Clark
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Smart Money Newsletter Sep-Oct 2018

Welcome to our 2018 Sep-Oct FCFP Newsletter.

The full list of the articles featured in this issue appears on Page 02. Highlights below.

Page 04 – Cost of retirement

Exactly how much you’ll need for a comfortable retirement will depend largely on your cost of living and lifestyle choices. For many people, retirement is about sun-soaked holidays, leisurely rounds of golf and that boat they’ve always coveted. We look at why you may need to reassess your own situation.

Page 06 – Cashing in pensions

For most people over the age of 55, it is now possible to cash in or unlock all of your pension. How you take these benefits will depend on the type of scheme you have. We consider concerns that some savers may risk running out of cash if they siphon too much out of their pension pots.

Page 11 – Impact investing

For those looking to make the world a better place but not wanting to sacrifice returns or profits, impact investing aims to support a positive social or environmental impact, as well as looking to achieve compelling financial returns at the heart of sustainable investing.

Page 12 – Pensioners and taxes

The number of taxpaying pensioners has nearly doubled over the last two decades. With talk of also requiring pensioners to pay National Insurance on any earnings or even on pensions, the older population may start thinking of themselves as ‘Generation still taxed’.

We understand that professional advice on financial matters is invaluable to creating a durable wealth management plan for the future. To discuss or review any area of your financial plans, please contact us – we look forward to hearing from you

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