Insights
Notes on financial planning.
A small set of notes on the financial planning matters that come up most regularly in our client conversations. General guidance, not advice for any particular client situation.
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Retirement planning
When should you start thinking about retirement planning?
A short note on the question we hear most often from clients in their forties. The honest answer is: earlier than most people do.
Robert Faragher
March 2026
5 min read
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Pension transfers
Pension transfer advice: when transferring a pension may - or may not - make sense.
Transfers from defined benefit schemes to defined contribution arrangements are an area where the regulator expects a high level of care. A note on when it may, or may not, make sense.
Helen Cubbon
February 2026
6 min read
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