Pensions

    How Much Should You Have in Your Pension Pot?

    How Much Should You Have in Your Pension Pot?

    When it comes to retirement planning, one of the most pressing questions is: How much should you have in your pension pot to ensure a comfortable and secure retirement? The answer is not straightforward and varies for each individual, depending on various factors such...

    Preparing Your Pension for a Secure Future

    Preparing Your Pension for a Secure Future

    Retirement planning is a journey that requires foresight, strategy, and timely action. Getting your pension prepared is crucial to ensuring a stable and comfortable future. Whether you're just starting your career, midway through, or nearing retirement, it’s never too...

    Use Them Or Lose Them

    Use Them Or Lose Them

    At this time of year, one of the most beneficial things you can do for your money is to review your annual allowances. Make sure you’re using those that are available to you so you don’t pay more tax than necessary. The end of the tax year is on 5 April 2023 and it’s...

    Self Employed Pension Advice

    Self Employed Pension Advice

    When you are self-employed you will no doubt have a lot going on running a small business or being a sole trader can be hard working and very busy. That is why it is no surprise to the team at ST Bart’s Finance that many of our self-employed clients have overlooked their retirement savings. Therefore, we have created this section of our website to provide our self-employed clients with the information and resources they need when considering their retirement.

    A Free Guide to Help You Understand Pension Sharing Order

    A Free Guide to Help You Understand Pension Sharing Order

    Finalising a divorce settlement is hard enough, especially when you factor in selling the house and sorting the finances. Statistically, divorces are in the top three most stressful experiences you will have in life, alongside moving house and death. Having a pension sharing order in place is just one less thing to worry about when it comes to talking money.

    Pension Savings

    Pension Savings

    Going into retirement may be far into the future for you, or maybe it isn’t, but have you ever stopped to really think about it? As in, how much money will you need and how much you should be saving? It sounds a bit daunting when it’s put like that, but it really doesn’t have to be.

    Myths About Retirement

    Myths About Retirement

    Are you confused about retirement? Do you need some help with your pensions? Check out our blog post below and discover our 5 myths about retirement.

    How Long Should a Pension Transfer Take?

    How Long Should a Pension Transfer Take?

    This really is dependent on your pension provider and something that should be checked prior to your transfer. By getting an approximate guideline for your transfer time, you will be able to set some realistic expectations into place before questioning the length of time it is taking.

    How Big Should My Pension Be at 50?

    How Big Should My Pension Be at 50?

    It can be difficult to know how much money you should have in your pension at 50 years old, but it’s essential that you get it right if you want to relax and enjoy your retirement without having to worry about running out of money.

    Read our guide below to find out or if you’d rather, you can call us on 03300 562 218 to speak with a pension adviser.

    What to Do with My Pension at 55 If Not Drawing It

    What to Do with My Pension at 55 If Not Drawing It

    So, what happens if you get to 55, you’re eligible for your pension but you’re still working? This may be through personal choice, or you feel like you need more financial backing going forward. You definitely have several options here if you still want to work.