Thank you to everyone who joined us for Ready, Set, Retire on Wednesday, 20th of November at Radisson Blu, 301 Argyle Street, Glasgow! The evening, hosted by Financial Planners Laura Crowe, Paul Gillen & Paul Ross, was dedicated to helping you prepare for retirement in a
Thank you to everyone who joined us on Thursday 26th September from 12pm at The Caledonian, Edinburgh to explore the crucial collaboration between legal professionals and financial planners in serving client families effectively. The aim of this lunch & learn is to provide insight and
In July 2024, Laura Crowe was appointed as Director of The Financial Planning Group. Chartered Financial Planner and Regional Manager of our Glasgow office, Laura joined Acumen Financial Planning as Training and Competence Supervisor in 2021 and has over 20 years’ experience in financial services.
We are delighted to announce that Andrew McRae, an Associate Financial Planner based at our office in Westhill, Aberdeenshire has been confirmed by the CII (Chartered Insurance Institute) as the youngest member in Scotland to achieve the prestigious Chartered status. Director Rhian Morgan, commented: “To
Some 18 years ago in 2006, it became Government policy to put a limit on the size of a pension fund an individual could accrue before potentially incurring taxable penalties. This pension fund size limit is known as the pension lifetime allowance (often referred to
As another tax year draws to a close, this can prompt a review of some key financial housekeeping to be considered. Below are some key points to consider when planning for the end of Tax Year 2023/2024: Maximise your pension contributions Contributions to your personal
How feasible is retiring by 60 for you? According to research by Royal London in August 2023, 38% of under 35s expect to retire by the age of 60*. But with current retirement living standards, are these expectations realistic? In a recent article with The
