KNFP News

Winter Edition 2024

Summary:

  • Preparing portfolios for resilience in 2024
  • Global dividends – encouraging growth?
  • Who wants to be an (ISA) millionaire?
  • More people choose living inheritances
  • One million more over-65s still at work
  • ‘110 measures’ to grow the economy
  • The financial pitfalls that primarily affect women
  • Powering up your pension
  • Living the retirement dream
  • Financial advice: much more than the bottom line

Autumn Edition 2023

Summary:

  • Lifetime allowance removal provides pension boost
  • Megatrends are defining the future
  • overcome the complexities of succession planning
  • More pension savers want to exclude oil
  • Artificial Intelligence (AI) to be regulated
  • Dividend Allowance cuts: implications for investors
  • Understanding your behavioral biases
  • Spot the dog fund

Summer Edition 2023

Summary:

  • Signs of optimism in global economy
  • Capital Gains Tax Residential Property Disposals 60 day reporting
  • HNWIs cutting pension contributions
  • Achieving real financial empowerment
  • IHT goes mainstream
  • Pensions – what’s changing

Spring Edition 2023

Summary:

  • Investor confidence returns
  • Taking steps to offset fiscal drag
  • Spring Budget Recap
  • Transferring wealth, your way
  • Are you a wealth accumulator?
  • A pension – the best (retirement) gift for your child
  • Taxman on the trail of unpaid IHT

Autumn Edition 2021

Summary:

  • Grounds for economic optimism as we journey through the autumn
  • Muddy waters swirl around IHT
  • COVID prompts uplift in grandparental support
  • COP26 – working together to tackle the climate crisis
  • Balancing money and mindset to become a financial wellbeing ‘all-rounder’
  • Sudden Wealth Syndrome: dealing with a financial windfall
  • ‘Noise’ blocking – good for your portfolio

Summer Edition 2021

Summary:

  • Reasons to be cheerful
  • Summer may be here but what about the LTA freeze?
  • Dividend decline slowing
  • COVID: Changing the way we invest
  • Retirees tempted by ‘risky’ investments
  • Saving for private education
  • ‘Secret accounts’ slow the probate process
  • Rising inheritances and deficit may hasten IHT change

Spring Edition 2021

Summary:

  • Vaccines put a spring in investors’ step
  • The world’s happiest retirees
  • A little more than a year after coronavirus hit our shores…
  • More people accessing pension cash
  • ESG: A megatrend here to stay
  • Third of retirees financially supporting family
  • Dividends down 44% year-on-year

Winter Edition 2020

Summary:

  • Glimmers of hope for the New Year
  • IHT receipts fall for first time in a decade
  • New Year’s resolution? Get to know your pension age(s)
  • Retirement – it’s not ALL about your finances
  • ESG on the business agenda in 2021
  • Awaiting the green shoots of spring? Use your time effectively
  • COVID heightens intergenerational issues

Autumn Edition 2020

Summary:

  • Coronavirus – a black swan event?
  • Are you on your best investor behaviour?
  • A turning point for ESG investing?
  • Dividend cuts – not all bad?
  • 100-word briefing: the first Budget
  • Where now for the global economy?
  • Financial lifeboat for large balances

Winter Edition 2020

Summary:

  • Glimmers of hope for the New Year
  • IHT receipts fall for first time in a decade
  • New Year’s resolution? Get to know your pension age(s)
  • Retirement – it’s not ALL about your finances
  • ESG on the business agenda in 2021
  • Awaiting the green shoots of spring? Use your time effectively
  • COVID heightens intergenerational issues

Summer Edition 2020

Summary:

  • Keep your retirement plans on track
  • Spreading risk has always made sense
  • Estate planning – making plans to protect your family’s financial future
  • Global economy braced

Spring Edition 2020

Summary:

  • The Great Wealth Transfer: why it’s good to talk
  • Key points from the Spring Budget
  • Under the spotlight – the first Budget of the decade
  • Women and pensions
  • Weathering the storm together
  • The ebb and flow of economic hopes

Spring Edition 2019

Summary:

  • Are the best things in life really free?
  • Spouses unnecessarily paying tax on inherited ISAs
  • Women risk becoming pension poor on divorce
  • Staying out of the dog house
  • Wealth divide between the generations widens further
  • Money – why it’s good to talk
  • Pensions: tapered annual allowance breaches double

Winter Edition 2019

Summary:

  • Volatility and me
  • What the 2018 Budget means for older people
  • Number of working women aged 60-64 has doubled
  • Gifting early to avoid IHT
  • Trends in baby boomer retirement plans
  • Where we spend our money
  • Over-55s feel the pinch from being the ‘Bank of Mum and Dad’

Autumn Edition 2018

Summary:

  • What’s in store for the global economy?
  • Before you take money out of your pension – read on
  • The average person needs at least £260,000 for retirement
  • One in seven will be paying their mortgage at 70
  • Pension withdrawals hit £2.3bn
  • IHT – under the spotlight

Summer Edition 2018

Summary:

  • What does retirement planning mean for you?
  • Is it time to let the ‘dogs’ out?
  • Drawdown – A popular choice, but advice is essential
  • The rise of the part-time pensioner
  • Protecting the elderly from financial abuse

Spring Edition 2018

Summary:

  • Tax traps the Bank of Mum and Dad should avoid
  • Millions relying on just £7k in retirement
  • Cash flow planning – your road map for the future
  • More women are working into their 70s
  • Time to temper your return expectations?

Winter Edition 2017/2018

Summary:

  • Over £40m stolen from pensioners
  • Older workers facing the pressure of intergenerational needs
  • If you employ a nanny or a cleaner, you may need to set up a pension
  • Pensioners in drawdown fear running out of money
  • Ready to invest? Here’s how to get started

Autumn Edition 2017

Summary:

  • Millions of Women will be poorer due to State Pension Changes
  • Winter is coming – what lies ahead?
  • Inheritance Tax: the government rakes in £5bn
  • Retired Households hand over £7,400 to the taxman
  • Will your pension go to the wrong person?
  • How much will you spend in retirement?

Summer Edition 2017

Summary:

  • Baby-boomers set to pass on a ‘wall of wealth’
  • More pensioners than ever are working into their 70’s
  • Brexit – where are we now?
  • Why it pays to keep an eye on your portfolio
  • The pension changes – how mistakes are still being made

Spring Edition 2017

Summary:

  • Does how you invest reflect your generation?
  • Are you facing a mid-life savings crisis?
  • Investment risk and volatility – how to keep your cool
  • Pension savers set to miss out on unclaimed tax relief
  • What families need to know about the residence nil-rate band

Winter Edition 2016

Summary:

  • Gen O struggling to save
  • Investment risk – where are you on the spectrum?
  • Self-employment booms amongst women – but pensions suffer
  • Pension scams – more stolen than first thought
  • IHT Planning for couples – changes you need to know about

Autumn Edition 2016

Summary:

  • KNFP serving up a slice of advice for 10 years
  • Could you take a sabbatical?
  • Have you hit your peak?
  • Where now for investors?
  • Wealth managers raising their game to attract Millennials
  • Investment jargon – busted

Summer Edition 2016

Summary:

  • ISA – flexible rules on withdrawals
  • Choosing to diversify your portfolio
  • Meeting the needs of last-time buyers
  • The importance of advice – dealing with market volatility
  • The new Lifetime ISA – what you need to know