Guide to Protection Planning

Jordan Atkinson Investment, Pension, retirement Leave a Comment

Prepare for every possibility Welcome to our Guide to Protection Planning. Inside we look at the number of key areas that will empower you to put in place an effective protection planning strategy to preserve and protect your wealth for you and future generations. Read more here  –  Guide to Protection Planning.

Guide to Individual Savings Account Transfers

Jordan Atkinson Investment, Pension, retirement Leave a Comment

Looking to boost the funds in your tax-efficient account? Did you know you can transfer your Individual Savings Account (ISA) from one provider to another at any time? Transferring your ISA to another provider is easy and could boost the funds in your tax-efficient account – but it has to be done right. If you have accumulated a number of …

Guide to Protecting yourself from scams

Jordan Atkinson Investment, Pension, retirement Leave a Comment

Don’t let a lifetime’s savings and investments be lost in moments. Fraudsters are getting more deceitful and ever more successful. Pension and investment scams are on the increase in the UK. Everyday fraudsters are using sophisticated ways to part savers from their money, and the Internet and advances in digital communications mean these kinds of scams are getting more common …

Guide to Investing

Jordan Atkinson Investment, Pension, retirement Leave a Comment

Creating and maintaining the right investment strategy to secure your financial future. Welcome to our Guide to Investing. It might seem complicated – and it isn’t for everyone – but investing can make your money work a lot harder. Whatever stage of life you’ve reached and whatever plans you may have for the future, you want your money to earn …

Guide to Retirement Planning

Jordan Atkinson family, Investment, Pension, retirement Leave a Comment

Guide to Retirement Planning Creating the opportunity to enjoy your life after work Welcome to our Guide to Retirement Planning. In recent years, retirement has become more about the opportunity to enjoy your life after work. Your finances are a huge part of achieving that. With the maximum State Pension currently £8,546.20 (2018/19) a year, you’ll need to decide if …

Guide to Income Investing

Jordan Atkinson Article, Investment, ISA, Pension, Stock Markets, Uncategorized Leave a Comment

Guide to Income Investing Investing for income means choosing assets that are able to provide you with a regular income. This is in contrast to investing for growth, which focuses on how much your assets could gain in value. In our Guide to Income Investing, we consider the main investment asset classes that are used to generate a regular income. …

Lifestyle Planning

Jordan Atkinson family, future, Investment, Lifestyle, long term care, Pension, security, Stock Markets Leave a Comment

Helping you create the life you want. In our guide, we’ll help you identify where you are today and where you want to be, and what process to follow to create a plan that helps you achieve what matters most in your life. To find out more or to discuss how a comprehensive financial plan can support your lifestyle goals, …

Are you paying the correct contributions to your staff pension scheme?

James Rixon All, Pension Leave a Comment

Don’t risk a fine from the Pensions Regulator, talk to The Mellor Practice on 01903 882007 about auto-enrolment solutions today! http://www.thepensionsregulator.gov.uk/employers/contributions-funding-tax.aspx

Minister suggests women hit by pension age change ‘take up apprenticeships’

James Rixon All, Pension Leave a Comment

The pensions minister is facing criticism after suggesting that millions of women in their 60s who are facing cuts to their state pension could take up apprenticeships as a route to re-employment reports The Guardian. Talk to The Mellor Practice to explore retirement goals. https://www.theguardian.com/money/2017/jul/05/women-hit-by-pension-age-change-can-take-up-apprenticeships

How flexible is your Pension…? (Case Study)

James Rixon All, Pension Leave a Comment

Mr D is reducing his hours at work from 5 days to 3 and needs to top up his income from his pension savings, with a view to increasing the income drawn down when he retires fully in 5 years. He contacted us with questions on the options open to him. He does not wish to use annuities as this …