If you’re approaching or in your 60s, it might seem a little late to be contributing to a pension to boost your income for when you retire. So, it’s perhaps no surprise that new research has revealed that pension opt-out rates are higher for over 60s than for any other age group. But should you […]
This week, Rishi Sunak has delivered the first Budget of the new Conservative government. With a large majority behind him, the theme of the Chancellor’s speech was to deliver the promises made in the party’s election manifesto or, as Sunak himself repeatedly said, to ‘get things done’. Of course, the coronavirus outbreak has significantly changed […]
Since Depledge Strategic Wealth Management Ltd opened its doors to advising clients in 2014 we have attracted over 200 new family groups who have come to rely on our services. A large proportion of new clients have been referred from our existing clients. Word-of-mouth referrals are extremely important to us, as we want to ensure […]
It probably won’t surprise you to learn that we believe passionately in the benefits of financial planning. From giving you the confidence to live your life, to the pounds and pence returns that are generated, there are countless reasons why we believe clients benefit from advice. Now, a major report has looked at the specific […]
Despite improvements over the last decade, there remains a significant gender gap when it comes to pensions. A new survey has found that women are, on average, £78,000 worse off than men in retirement, with the survey suggesting that one of the reasons for this is that women take fewer financial risks than men. Here, […]
Last month, we looked at Good Money Week and the recent rise in popularity of ESG investments. As complex global challenges arise, investors are reconsidering traditional approaches to investing. Additionally, changes in attitudes are fuelling a demand for more ethical and sustainable investments. One of the criticisms that is often levelled at investments that consider […]
If you have children or grandchildren, you’ll be aware how important Halloween has become in recent years. Brits now spend an eye-watering £400 million on the spooky holiday, on everything from costumes to sweet treats. So, with Halloween just around the corner, we’ve highlighted five scary financial mistakes you should avoid this October 31… Taking […]
If you’re building up a savings pot for your retirement, then you’re in the ‘accumulation phase’. The aim of accumulation is to save and build wealth during your working years, so that there is sufficient for you to maintain your required lifestyle in retirement. During the years when many employees were paying into a Defined […]
A recent study by Direct Line Life Insurance has revealed just how far Brits would go to challenge the will of a loved one. The research found that more than 24% of us would seek to dispute the wishes of a family member or friend if they disagreed with the division of their estate – […]
Are your children putting off buying a home or saving for the future because of the potential inheritance they will receive when you die? If so, they are not alone. Worrying new research has revealed that younger people are increasingly playing ‘inheritance roulette’, putting off major life decisions while banking on a windfall. We look […]