As a recommended adviser for the Society of Later Life Advisers (SOLLA) we are frequently asked to advise on home income/equity release plans. These notes are designed to provide some general background information to consider the options in this quite complicated area.
The Financial Services Compensation Scheme limits
Explains how the Pension Protection Fund works
The latest news from Swallow Financial Planning and the financial industry
Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...
If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...
It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....
The latest news from Swallow Financial Planning and the financial industry
