Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

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Blog | Posts Tagged 'Retirement'

Planning For Retirement – The Uncertain Generation

If you’re born between around 1961 and 1981 and are worried about your future retirement plan, you are most likely part of the Uncertain Generation (or U-Gen).

Sandwiched between the better known Baby Boomers and the younger Millennials, you’ll most likely be facing a great deal of uncertainty, with regards to your retirement fund, and may include some complex financial needs.

What do the new rules mean for your pension?

The 2014 Budget proposed some major changes to the way in which people can access their pension savings, but what does that mean for you?

What is ill health retirement?

Ill health retirement encompasses two aspects of retirement, depending upon the severity of the illness. Firstly, a severe illness or disability that prevents the individual from ever again working – working in any capacity, not just their own job – but not immediately life-threatening, will enable that individual to access their retirement benefits early, i.e. […]

What is a retirement annuity?

To pick a route through the minefield of retirement annuities is extremely complex, so professional advice is a must.

Accredited SOLLA Advsior