Should I invest into a pension or an ISA?
Investors looking for tax-efficient ways to build a nest egg for retirement often look to both Individual Savings Accounts (ISAs) and pensions. Tax-efficiency is a key consideration when investing because it can make a considerable difference to your wealth and...
Creating a total wealth solution
If you do not know where you are going on your journey, how will you know when you arrive? This is so true about the importance of having financial goals. You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts....
Job Opportunity: New Client Liaison
At Evolution Financial Planning we provide access to financial advice and believe it is invaluable that our clients are aware of the importance of striving for financial independence, through a combination of having less debt, increasing their savings and maximising...
Comment: Nest removes tobacco investments from its portfolios
We were encouraged to read that the National Employment Savings Trust or Nest, which operates the government’s Workplace Pension Scheme and helps employers to meet their auto-enrolment obligations, has announced that it will be removing tobacco investments from all of...
Evolution Financial Planning’s Rebecca Robertson celebrates a double win!
Evolution Financial Planning’s founder Rebecca Robertson was delighted to be recently named both Role Model of the Year at the 2019 Women in Financial Advice Awards and Financial Advisor of the Year at the Women in Finance 2019 Awards! The judges at the Women in...
Why do I need a pension advisor?
A pension advisor can support you on your journey to being in the best possible financial position come retirement. What do we offer? We offer you independent financial advice and can help to reduce the worry of not having any money when you retire. We will...
Pension freedom
Over one million UK savers embrace relaxation of rules The Government’s announcement on the relaxation of pension rules changed the investment landscape and pension freedoms show no sign of losing their popularity. HM Revenue & Customs latest figures[1] on the...
Tracing a lost pension
Nearly £20 billion unclaimed money and growing The scale of the UK’s lost pensions mountain has been exposed by the largest study yet on the subject[1]. The Pensions Policy Institute surveyed firms representing about 50% of the private defined contribution pensions...