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3 insightful research findings that could help you navigate your “second 50”

by CA Financial Services | Feb 7, 2024 | Blog

A report suggests that life after 50 will be radically different for those who have recently celebrated the milestone or are nearing it when compared to previous generations, and it could have implications for your financial plan. The research from Aegon looks at how...

Retirement planning: The importance of setting out your lifestyle goals

by CA Financial Services | Feb 7, 2024 | Blog

When you start thinking about the steps you need to take when retiring, your focus might be on the financial side. Yet, it’s often a good idea to start with your lifestyle aspirations. Last month, you read about the different options when deciding how you’ll retire....

Guide: Everything you need to know about annuities when creating a retirement income

by CA Financial Services | Feb 1, 2024 | Blog

When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an annuity, which could provide you with a reliable income.  If you’re not sure how annuities work or if they could be right for you,...

Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

by CA Financial Services | Jan 12, 2024 | Blog

When a new tax year starts, many allowances reset. So, checking if you could make use of allowances before Friday 5 April 2024, when the 2023/24 tax year ends, might be valuable. This guide explores some of the allowances that could help your money go further. You...

The feel-good news stories you might have missed in 2023

by CA Financial Services | Jan 12, 2024 | Blog

The start of the new year is the perfect time to reflect on what has happened over the past 12 months. Although the news often focuses on disheartening events, there are plenty of heartwarming stories out there that can restore your faith in humanity. From science...
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