The Retirement Thread
2 lurkers |
173 watchers
1:51pm
1:51pm, 17 Jun 2025
302 posts
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Cagey
TheScribbler wrote: oh that’s great to know!
@Cagey and anyone else who may be eligible, if you're a Newcastle Building Society member - have a mortgage or savings account with them, you can book a free appointment with a Financial Adviser. They like to keep things in branch, but as far as I know, you could also do this if you have an online account with them. We've had several conversations with an IFA in relation to Mr S's business and our retirement plans. That has been very helpful, but quite expensive I hope their advice at least pays for itself in coming years, but as it comes out of his business at the moment, it doesn't impact our personal budget |
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1:51pm
1:51pm, 17 Jun 2025
303 posts
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Cagey
Oh I misread and thought you said Natiowide building society member 🤦🏻♀️
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2:01pm
2:01pm, 17 Jun 2025
28,808 posts
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TROSaracen
My IFA has been excellent value for money, the investment returns and tax efficiencies have repaid the fees many times over compared to what I would have done on my own.
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2:17pm
2:17pm, 17 Jun 2025
6,562 posts
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TheScribbler
Full disclosure - I now work for Newcastle Building Society as a copywriter. I make no claims about the suitability of their products or advice. It's just part of my job to make people aware of what they offer. Good to hear @TROSaracen |
CumbriAndy Useful Links
FE accepts no responsibility for external links. Or anything, really.- Money Helper
- How Much is Enough to Retire On?
- Retirement Living Standards
- How much will you need to retire?
- Free Govt website for pension advice
- SIPP pensions
- ISAs
- Check your National Insurance contributions
- Check your state pension account
- Martin Lewis on pensions
- Support and advice for those widowed under the age of 50
- Power of Attorney information
- Making the most of your retirement
- 20 tips for a happy retirement
- Married Couple's Allowance
- Aviva guide to retirement planning
- U3A
- U3A Local Sites - map
- Make a Power of Attorney
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