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Retirement Planning
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Blog
Spring Statement 2022 5 min read
23/03/2022
The Spring Statement and what it means for you at a glance.
Financial Planning
Tax rates & allowances
How much tax do we pay? This page summarises the main rates and allowances. The current tax year runs from 6 April 2022 to 5 April 2023.
12/03/2022
5 min read
Blog
The power of introductions
When I get introduced to the friends, family, and the colleagues of clients, it is a great compliment and a tremendous responsibility that I never take lightly.
07/02/2022
2 min read
Blog
Your retirement saving options outside of a pension
While pensions are a key part of saving for retirement, they're not the only option. Other alternatives can supplement this and offer you more flexibility.
14/01/2022
4 min read
Guide
The Good Guide to Financial Planning
EQ Investors and Good with Money have published 'The Good Guide to Financial Planning'.
Guide
Blog
National Insurance and dividend tax rises – what you need to know
The Prime Minister has announced plans to raise National Insurance rates by 1.25 percentage points for employers and employees, with tax on share dividends rising by the same amount.
16/09/2021
3 min read
Blog
Normal minimum pension age to increase from 55 to 57, from April 2028
Measure is part of a wider government agenda to prevent the proportion of people’s lives spent in retirement becoming unsustainably high.
02/08/2021
3 min read
Blog
NS&I’s new Green Savings Bonds – details revealed
NS&I has revealed its Green Savings Bonds, due to launch later this year, will be three-year fixed-term products.
26/07/2021
2 min read
Webinar
On-demand webinar | Planning for retirement
Recorded on 5 May 2021, this webinar outlines the benefits of planning ahead for your retirement, and how we can help you.
05/06/2021
2 min read
Blog
5 tips for financial fitness in 2021
As a turbulent 2020 ends, the New Year is an opportune time to consider whether your financial plans are on track and highlight areas for action.
06/01/2021
3 min read
Blog
Pension Awareness Week 2020: pension apathy will hit your retirement plans
Apathy can be the undoing of many retirement plans.
17/09/2020
2 min read
Financial Planning
Daring to dream with cash flow modelling
In the hands of an experienced practitioner, cash flow modelling can give you a glimpse of the future, almost like looking in a crystal ball. This short piece explains how we use cash flow modelling at EQ to help people realise their hopes and dreams for the future.
20/08/2020
2 min read
Case Study
Setting up a pension for the grandchildren
Ulrik and Silvia Andreas are fortunate to have both retired with final salary pensions. This has provided them with excess income that they wish save for the benefit of their only grandchild, Lucas.
12/07/2020
1 min read
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