Pensions for Purpose’s Post

If there’s one thing we can be certain of, it’s that life doesn’t stand still for long. And neither should our financial plan. Here at Wellesley, we believe in creating a clear, personalised and transparent plan – one that gives you security for the future and the freedom to adapt where needed. Join us at Nutfield Priory in Redhill on Thursday 22nd February at our Investment and Inheritance Tax Planning Seminar to find out more. Hosted by Senior Adviser Ben Saunders, you can register your interest here: https://lnkd.in/eSEwuD2g We’ll offer an insight into: 💡 Pensions – Understanding your retirement options. 💡 Investments – Making sense of markets in uncertain times. 💡 Inheritance Tax Planning – Reducing your liability. 💡 Cash savings – Why higher rates could actually be bad news. The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Equities do not provide the security of capital which is characteristic of a deposit with a bank or building society. Wellesley is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Wellesley is a trading name of Wellesley Investment Management Ltd. SJP approved: 25/01/2024

Did you know that people who had significant funds in savings accounts actually LOST money this year?😱 Of course, saving money is important. But, if you are saving for retirement, savings accounts & pensions will leave you practically in poverty. 📉 So, what can you do to ensure you have a comfortable retirement after working hard for your WHOLE life? 🤯 Put that money into assets. After all, the saying goes “nothing is safer than houses” 🏡 Take it from Paul & Abi, who last year shaped their 2023 financial goals based on predicting what would happen. Paul got 9.5 out of his 10 predictions correct and grew his wealth by 42% And, they are back at it again this year…🥳 If you want to shape your 2024 to build wealth this year, register for your complimentary spot on Paul’s Predictions Webinar on 17th December at 8pm 💻 This webinar usually reaches full capacity so be sure to secure your spot now via this link! 🔗 #2024goals #2024predictions #2024mindset #propertyinvestor #investinguk #investmoneyuk #buildwealth

Interested in leveraging the latest housing market updates? Check out Foundation's latest blog for a guide to expanding your real estate strategy, capturing untapped leads and utilizing housing market updates as a resource.  .  Visit https://lnkd.in/gfXdW7M6 to read this week's blog.   .  #FundWithFoundation #Foundation #Blog  

If there’s one thing we can be certain of, it’s that life doesn’t stand still for long. And neither should our financial plan. Here at Wellesley, we believe in creating a clear, personalised and transparent plan – one that gives you security for the future and the freedom to adapt as your personal circumstances change. Join us at the Amex Stadium in Brighton on Thursday 2nd November at our Investment and Inheritance Tax Seminar to find out more. Hosted by Chartered Adviser Giles Turner, you can register your interest here: https://bit.ly/3tPvhem We’ll offer an insight into: • Inheritance Tax Planning – Reducing your liability • Investments – Making sense of markets in uncertain times • Pensions – Understanding your retirement options • Buy-to-let – How to pass on this wealth The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Wellesley are an Appointed Representative of and represent only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Wellesley is a trading name of Wellesley Investment Management Ltd. SJP approved 03/10/2023

Quite rightly the new Government has put reform of the planning system at the heart of it's economic plans. Mandatory targets to build new houses and measures to unlock the planning system are important to both meet the housing crisis that the UK is facing and also to spur economic growth and regional and local regeneration. The Government's ambition to unlock further pension fund investment in the UK is also positive and we see real synergies in using pension fund investments to deliver strong and steady returns to the schemes and savers, while also contributing positively to solving the housing problem. Follow Pluto Finance Investors or get in touch to find out how we can help, amanningbrown@pluto-finance.com #RealEstateInvesting #PlutoFinance #RealEstateDebt #affordablehousing

"Ambit of reasons for withdrawal expanded; use facility cautiously", in this recent article on Business Standard, our Partner Suma R V says "An ancestral property is not considered a house or flat purchased or constructed by the subscriber" Visit link to read article: https://lnkd.in/gxJXd_tk #NPSWithdrawal #PersonalFinance #RetirementPlanning #FinancialNews #BusinessStandard #AncestralProperty #InvestmentTips #KSK

The September update of the Broadstone Sirius Index is out, and it shows that: ➡️ Half-hedged scheme funding levels reached 98.2 per cent at the end of September, bringing them closer to low dependency status. ➡️ But it's a different picture for fully hedged schemes as levels slipped from 68.6 per cent to 68.4 per cent over the same period. Broadstone head of trustee services, Christopher Rice, commented: "It is good news that the half-hedged scheme we track is beginning to near full funding on a low dependency basis." Read more of Chris's thoughts and the September update in this PensionsAge piece: https://lnkd.in/eDtmc86f #pensions #pensionnews #siriusindex

Did you know that one-fifth of British individuals aged 65–69 are still in employment? 😲 This shows the importance of planning for your future so you can retire early and enjoy life. Let Watermark Wealth Management be your partner in creating a secure and fulfilling retirement. Connect with us today at www.wwm.ltd #WatermarkWealthManagement #FinancialPlanning #LifePlanning #WealthManagement #FinancialFreedom #FinancialPlanner #Finance #Investing #BusinessPlanning #Entrepreneur #MoneyManagement #WorkplacePensions #FinancialSecurity

How to invest in Wales without any worries. What, if anything, is holding you back from investing in one of the best areas in the UK? Don’t have time to look into it properly? Lack knowledge or experience in the region? Not sure of the best areas? Too far away to go on viewings? No idea where to start finding the right solicitors, agents or builders? Don’t worry, we can do it all for you. We will find and negotiate the best deals on properties that fit your exact criteria. Give you access to our highly experienced power team of brokers and solicitors. Manage the process from purchase through to completion so it runs as smoothly as possible. Share our contacts with top local tradespeople when necessary, to ensure quality, timeous refurbishments. Place your property with trusted letting agent or estate agent depending on your needs. While you keep doing what you do best, we’ll keep you updated every step of the way so you can keep building your property portfolio without lifting a finger. Find out more at stjamesproperty.co.uk and let’s have a chat. #stjamespropertygroup #ukproperty #investment #wales #investwales #cardiff #propertyinvestment #propertymanagement #property #propertytips #earlyretirement #handsfreeinvesting

There are many key points in our lives – which often come with ‘big questions’ – so it’s important to have a financial plan that helps you stay on track to reach your goals. If you’re based in Surrey and are interested in maximising your capital and safeguarding intergenerational wealth, check out our Investment and Inheritance Tax Seminar at the Woodlands Park Hotel, Epsom on Tuesday 27th February. Hosted by Chartered Adviser Piers Bonnett, our expert seminar will help you understand your options and provide actionable insights. Register your interest here: https://lnkd.in/eSEwuD2g We’ll offer an insight into: 💡 Pensions – Understanding your retirement options. 💡 Investments – Making sense of markets in uncertain times. 💡 Inheritance Tax Planning – Reducing your liability. 💡 Cash savings – Why higher rates could actually be bad news. The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. Equities do not provide the security of capital which is characteristic of a deposit with a bank or building society. Wellesley is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Wellesley is a trading name of Wellesley Investment Management Ltd. SJP approved: 25/01/2024