Latest Articles

14 September 2020
Born after 5 April 1971?

From 6 April 2028, anyone who has not previously taken pension benefits will not be able to do so unless they have reached age 57 –...

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10 September 2020
SME Support Forum - September 2020

The SME Support Forum Northern Ireland was established by thr...

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9 September 2020
Financial fallout from COVID-19

It is becoming uncomfortably clear that while not everyone has been physically affected by coronavirus (COVID-19), every...

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4 September 2020
Preserving your wealth

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of...

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26 August 2020
Building a strategy that meets your financial needs

The only constant in life is change, which is why individual financial life planning should not be a one-off exercise. Reviewing your fin...

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19 August 2020
Looking to the future

We spend our lives planning for our next holiday, for a family, buying a property, funding a child’s education and for the...

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12 August 2020
Time in the market, not timing the market

Investment market swings can be unnerving, but they shouldn’t distract you from staying focused on your financial goals. Periods of...

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7 August 2020
How would you cope without an income?

Mental health conditions might not be as easy to pin down as physical health conditions, but insurers are increasingly recognising the ne...

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31 July 2020
£57m paid to bereaved families from employer-sponsored group life insurance policies because of COVID-19

This represents 475 lump sum death benefit claims, plus the capitalised value of seven dependants’ pension claims where COVID-19 ha...

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8 April 2020
Client Update: COVID-19 (Coronavirus) & Investment Markets

We can relate to tales of people and businesses adapting to the strange new circumstances and if we can be optimistic about anything, it...

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