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Legal & General reinstate Property Fund spread

Legal & General reinstate UK Property Fund’s spread Financial news update that may affect your financial planning – On 7 July 2016 Legal & General advised that given the excellent conditions in the UK business property market, and with no arranged property buys in the close term, they have taken the choice to diminish the […]


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ABI launches guide to HIV and Life insurance

ABI launches guide to HIV and Life insurance The Association of British Insurers has introduced a guide to inform customers with HIV about life insurance. Misconceptions around HIV and life insurance arrangements have meant that over 20% of policies get cancelled after HIV has been diagnosed. The ABI guide (which you can find here by […]


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Retirement Options

What are my Retirement Options? Retirement It’s best to discuss the options available to you with a financial adviser as many of the choices offered with pensions are irreversible. An adviser can also analyse your current financials; your income, assets and outgoings and help formulate a plan for your retirement. With life expectancy increasing all […]


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Protection

What different kinds of Protection are available to me? Life insurance Why do you need Protection? If you were to pass away your family may struggle to maintain their lifestyle or meet mortgage or rent payments at a time of great emotional strain. A financial adviser in Truro can help you find the right life […]


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Pensions

What different types of Pensions are there? Pensions Truro In its simplest form it’s a pot you and your employer can put money into, with beneficial tax benefits (tax wrapper), which you save for your retirement. Simples! At retirement you get to enjoy the rewards of your financial astuteness! Pensions Oh and of course by […]


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Investments

What different types of investments are there? Life Insurance Truro Investment types to consider: Life Insurance Investment Bonds Commonly called investments bonds, life insurance bonds are life insurance policies where you invest money, typically a lump sum, in a range of financial investments. Many investment bonds are whole of life investment bonds with no minimum […]