The Latest from Anna's Blog

• New year, new rules – what do this tax year’s changes mean for financial planning?

  The start of the new tax year on 6th April always brings with it a new set of rules and allowances – a number of which are relevant for financial planning.
  Published: Mon 21st May 2018

• Moments that matter for women – part 3 – retirement and pensions

  We’ve recently been looking at some of the key life stages for women and how these ‘moments’ can impact on their finances. Using figures and statistics from the Chartered Insurance Institute’s (CII) recent report - Securing the Financial Future of the Next Generation - we’ve seen that although starting on...
  Published: Mon 16th April 2018

• The moments that matter for women: part 2 – attitudes to financial affairs

  In the first part of this blog, we looked at the various issues highlighted in Securing the Financial Future of the Next Generation – a report produced by the Chartered Insurance Institute (CII). As identified in the report, we discussed how despite attaining better academically than males, women seem to...
  Published: Mon 16th April 2018