Jade Shelton 30th November 2020 We’ve won an award!! We did it! We’ve only gone and won an award! A couple of months ago we applied for the Cirencester Chamber of Commerce Business Awards. They aim to celebrate the businesses in and around… Read more
Jade Shelton How to avoid running out of money in retirement How to avoid running out of money in retirement In our last blog, we looked at the challenge faced when you’ve just retired to ensure you have enough… Read more
Proposito Team 5th November 2020 Will Aid 2020 Have you Got a Will? It may be surprising to hear but around 56% of adults in the UK do not have a Will. You don’t get to… Read more
Jade Shelton 30th October 2020 Retirement is like coming down a mountain – it needs a careful approach We spend much of our working lives looking towards retirement as a goal. But actually, retirement is not the destination, it’s only part of the journey – and the harder part can be managing… Read more
Jade Shelton 1st October 2020 Mark & Lindsay Case Study – Part 2, The Solution It was clear to us from Mark and Lindsay’s Money Wheel that improvement in one or two areas would have a significant impact on their financial life. We… Read more
Jade Shelton 25th September 2020 Pension age increase from 55 to 57 in 2028 You may have seen in the press this month that the minimum pension age is changing. In 2014, the government announced that the minimum age that you can… Read more
Proposito Team 21st August 2020 Expression of wishes forms and why they matter We specialise in supporting you with your retirement planning, inevitably this means focusing on your pensions. Most of you will already have pensions (perhaps several) and one thing… Read more
Jade Shelton 28th July 2020 Have you written your Will? In last month’s newsletter we introduced you to our new booklet After I’ve Gone. Some of you have requested this document and we’ve sent them out – we… Read more
Huw Jones 21st August 2019 Are you saving enough for retirement? Are you saving enough to live the life you want in retirement? It’s an important question, especially for younger people who face the prospect of waiting longer to… Read more
Huw Jones 15th August 2019 Underestimating the cost of living in retirement How much will you spend in retirement? It’s an important question when you’re planning for the future, as the cost of living in later life can make the… Read more