Financial Planning for NHS Professionals Seminar
Join our specialist team on 23rd April for a relaxed, interactive education session covering all things NHS pensions and financial planning.
eventsSpring Budget 2024 - Pension Tax is Changing
Discover pension tax, lifetime allowance (LTA) removal, and the introduction of new regulatory limits affecting pension savers.
adviceTax Year End Considerations
As another tax year draws to a close, this can prompt a review of some key financial housekeeping to be considered. We have outlined some key points to consider when planning for the end of Tax Year 2023/2024.
adviceCould you retire by 60?
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?
adviceMind the gender gap in finance
Despite efforts by businesses and governments to tackle the gender pay gap, it remains a significant challenge for women. Estimates suggest it will take 257 years to achieve global pay equality.
adviceAcumen Financial Planning Board of Directors Expands
We are delighted to share the news that Certified Financial Planner Rhian Morgan and Chartered Financial Planner Kevin Mackenzie have been appointed as Directors of Acumen Financial Planning.
newsWhat are Nil-Rate Tax Bands and what do they mean for Inheritance Tax?
In a recent publication with Scottish Financial News, Rhian Morgan (Acumen Financial Planning) delves into the intricacies of nil-rate bands in the context of recent proposed changes to inheritance tax by the Prime Minister.
adviceStriving to live your best financial life
Speaking with The Press & Journal in September 2023, Chartered Financial Planner Paul McCabe suggests that a less transactional approach to financial advice, focusing on long-term and holistic benefits, can significantly enhance clients' financial well-being.
adviceIs your workplace pension fit for the future?
Hear from Andy Eason, Director of Acumen Employee Benefits as he explains in the Press & Journal an employer's responsibilities under 2019 auto-enrolment legislation that extends beyond a one-time compliance exercise.
adviceWhen do you stop financially supporting your grown-up children?
In a publication in The Press & Journal, Chartered Financial Planner Alana Davidson considers the often grey area around money and adult children.
adviceEncouraging the Next Generation into Good Financial Habits
With the cost-of-living crisis, increasing rates of inflation and rising mortgage costs, financial advice is not limited to those planning, or enjoying retirement.
adviceAssessing your Investment Risk Tolerance
Common questions asked when it comes to investment risk.
adviceSteps to consider: Financial Planning for Business Owners
As a business owner, your business is one of your most important financial assets. But the profitability and value of a business can be unpredictable, so it's important to have a financial plan in place.
adviceMoney and Finance Magazine – Empowering your future.
Director of The Financial Planning Group and Financial Planner, Rhian Morgan offers her insight into how fostering financial empowerment from women could be transformative.
adviceStaying Invested in Volatile Times
Sue Williamson, Chartered Financial Planner at Acumen Financial Planning explains why it is important to stay invested in volatile markets and avoid the temptation to cash out during these times.
adviceDiversification…the only free lunch?
With the recent cost of living increases that we’re all enduring, having different options at your disposal is always a good idea. Recent article written by Chartered Financial Planner Chris Hewson, published in the Press & Journal.
adviceWorking well with your Financial Planner
Article contribution from Philip Gauld, Financial Planning Manager at Acumen Financial Planning, in the Scottish Field Retirement Living feature April 2022.
adviceTFPG Director Appointment Announcement
Rhian Morgan and Kevin Mackenzie have been appointed as directors of The Financial Planning Group.
newsGlobal Conflicts and your Financial Plan
The unfolding situation in Ukraine is deeply worrying. It is saddening to see so much suffering. Modern-day politics means that almost any event affects global markets.
adviceESG Investing
While industry headlines may lead on ESG investing as the best and most responsible investment option, it’s important to understand exactly what is involved and if it’s right for your own financial journey.
adviceManaging Director wins 'Good Egg' CISI award
Acumen Financial Planning Managing Director awarded ‘Good Egg’ at prestigious CISI awards.
newsTop Ten Tips for a Happy Retirement
Fancy shortening your working life or cruising the world in your golden years? Everyone needs a retirement plan and while constant changes in pensions legislation make it seem like the goalposts keep moving, a few canny moves can help you secure the retirement you desire.
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