Welcome to our latest issue. Inside, we explore a new study that reveals a startling insight. As many as one in six (15%) individuals with a partner are unclear about who will receive their pension savings if they pass away before accessing them. Even more concerning, this figure rises to nearly one in five (18%) among the Silent Generation (aged 79 and older). Such statistics highlight the urgent need for improved awareness and planning regarding pension inheritance. This lack of clarity can lead to legal complications and emotional distress for loved ones when the time comes to distribute these assets. 

Whether planning for retirement, investing your money or protecting your wealth, we can assist with every aspect of your financial planning. Contact us today to discuss your specific needs on 01494 451441.