Tag Archives: Windsor

Pension Drawdown Freedom – Windsor

The new pension freedoms are great news for savers, with more flexibility and options for retirement now available. However, the freedoms also come with a level of risk, particularly for that first wave of savers looking to exercise their new … Continue reading

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Understanding Active vs Passive Strategies – Windsor

The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled amongst financial planners for as long as passive strategies have been in existence. For you as a client, … Continue reading

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Auto Enrolment Pensions – Windsor

What is auto enrolment?  Work place pensions changed in October 2012 for employers because employees now have to be offered contributory Work Place pension scheme – that’s right HAVE to!  It’s no longer any good to have a template Stakeholder that nobody joins or to … Continue reading

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Difference between Flexible and Capped Drawdown Pensions – Windsor

At retirement you have the option to move into Income Drawdown, rather than take an annuity.  Drawdown is where your pension fund is still invested, however you are able to take an income from it at the same time.  This … Continue reading

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Financial Planning for the end of tax year – Windsor

The nights are finally starting to get a little lighter – maybe we can start looking forward to Spring after all. In financial services, Spring means two things; the Budget (on March 20th this year) and the end of the … Continue reading

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Financial Planning – Windsor

Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on … Continue reading

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Beware of the Dog – the importance of monitoring funds regularly

If you watch the money programmes on TV or read the financial pages of the newspapers, you might have come across the term ‘dog fund.’ What does the term mean? And why is it so important to the ordinary investor? … Continue reading

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