Category Archives: News

Any links will direct to a third-party website and Planr is not responsible for the accuracy of the information contained within linked sites. The importance of saving is drummed into us from a very early age. As a child, for example, you may have had a moneybox and been encouraged to save your spare coins.  […]

What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs of the market, and they do have an effect. When share prices rise, so too will the value of your portfolio. However, the markets aren’t the starting point of a successful investment: your mindset is. […]

Any links will direct to a third-party website and Planr is not responsible for the accuracy of the information contained within linked sites. Last month, you read about how retirement is changing, with almost half of workers aged over 50 exploring phasing into retirement. There are plenty of reasons why more people are considering a […]

The link will direct to a third-party website and planr Financial Planner is not responsible for the accuracy of the information contained within linked sites. On 26 November, the chancellor, Rachel Reeves, will deliver the government’s Autumn Budget, setting out fiscal plans for the year ahead and beyond. There’s speculation that some of the announcements […]

The link will direct to a third-party website and planr Financial Planning is not responsible for the accuracy of the information contained within linked sites. Increasingly, UK savers are losing track of their pensions. In October 2024, research by Pensions UK found that the total value of lost pension pots had risen by 60% since […]

The link will direct to a third-party website and planr Financial Planning is not responsible for the accuracy of the information contained within linked sites. Taking control of your finances can be frightful. Complex rules that are easy to overlook could mean you fall for a “trick” when making financial decisions this Halloween, but a […]

The link will direct to a third-party website and planr Financial Planning is not responsible for the accuracy of the information contained within linked sites. Retiring should be a milestone you look forward to. It’s a chance to spend your time how you want and do the things you’ve been putting off because work has […]

When markets experience volatility, even the most level-headed investor can let their emotions or other influences affect their decisions. Read on to find out why volatility can trigger financial biases and how these might affect you.  For the average investor, it’s important to take a long-term approach. While returns cannot be guaranteed, investing over a […]

The link will direct to a third-party website and planr Financial Planning is not responsible for the accuracy of the information contained within linked sites. Traditionally, you’d go from full-time employment to retirement on a set date. Now, more workers are embracing retirement flexibility and choosing to phase gradually into the next stage of their […]

Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. An estate plan sets out how your assets will be managed during your lifetime and distributed after your death. It might include writing a will or creating a trust to provide for young children. […]