Investing in a pension is a highly tax efficient to save for retirement. Still saving for your retirement in this manner has its disadvantages as well as its plus side. Many clients do not prioritise saving in a pension as many do not fully understand either the need or are confused about how retirement planning works. This section will hope to educate and inform about this important financial area.

Legal and General Lifetime Mortgage: Everything You Need to Know

2026-09-16T14:12:42+00:00September 14, 2026|Equity Release, Retirement Planning / Pensions, Retirement Planning Knowledge|

In short: a Legal & General lifetime mortgage is a form of equity release secured on your home, available from age 55, with no requirement [...]

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Short-Term Mortgages for Over 60s: Everything You Need to Know

2026-09-18T10:57:20+00:00September 23, 2024|At Retirement Planning, Knowledge Mortgages, Older Borrowers, Retirement Planning / Pensions, Retirement Planning Knowledge|

In the ever-evolving UK financial market, a mortgage is not one-size-fits-all. While a standard mortgage typically spans 25 years, some lenders offer terms that [...]

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Age Requirement for Mortgages with Employment Income: Everything You Need to Know (UK)

2026-08-24T16:01:49+00:00September 12, 2024|At Retirement Planning, Income Types, Interest Only, Knowledge Mortgages, Older Borrowers, Retirement Planning / Pensions|

Imagine this: you're in your golden years, enjoying retirement and reflecting on a life well-lived. But then a thought enters your mind - what [...]

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Mortgages for Seniors: Lenders Offering Loans Up to Age 80

2026-08-24T16:03:41+00:00April 11, 2024|At Retirement Planning, Credit Score, Older Borrowers, Retirement Planning / Pensions, Retirement Planning Knowledge, Savings and Investments, Savings and Investments Knowledge|

Don't let age hold you back from homeownership! Learn how to get approved for a mortgage after 80 and discover lenders offering competitive [...]

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Retirement Interest Only Mortgages: Boost Your Lifestyle Without Leaving Your Home

2026-08-24T15:54:01+00:00December 21, 2023|At Retirement Planning, Interest Only Mortgages, Knowledge Mortgages, Remortgages, Retirement Planning / Pensions|

If you own your own home and have equity in the property, then a retirement interest only mortgage might be ideal for you if you are an older borrower.

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Equity Release Gifting: Help Your Loved Ones

2023-10-19T13:31:04+00:00October 16, 2023|At Retirement Planning, Equity Release, Older Borrowers, Retirement Planning / Pensions, Retirement Planning Knowledge|

In today’s competitive property markets, one of the increasingly popular forms of financial assistance parents and grandparents are offering to their families, especially [...]

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Equity Release with No Early Repayment Charges: Get the Best Deal

2023-10-12T09:33:49+00:00October 11, 2023|At Retirement Planning, Older Borrowers, Retirement Planning / Pensions, Retirement Planning Knowledge|

Equity release plans have become a popular financial tool for homeowners in retirement age, allowing them to tap into the value of their property [...]

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Mortgage Past Retirement Age | Complete Guide

2026-09-16T07:50:51+00:00June 7, 2023|At Retirement Planning, Income Types, Mortgages for Different Occupations / Income Types, Retirement Planning / Pensions, Retirement Planning Knowledge|

Retirement is a constant change in lifestyle and can be an intimidating process to those who are nearing or have already reached the [...]

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Understanding Reverse Mortgages: Pros, Cons, and Alternatives in the UK

2026-09-15T18:17:45+00:00April 14, 2023|At Retirement Planning, Mortgage Ownership Equity Transfers, Older Borrowers, Remortgages, Retirement Planning / Pensions|

As retirement approaches, many seniors and retirees are faced with the challenge of supplementing their income to meet their financial needs. For those who own [...]

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The Complete Guide to Pension Income Mortgages: Advice from UK Mortgage Brokers

2026-09-15T17:42:56+00:00March 13, 2023|At Retirement Planning, Financial Advice, Income Types, Knowledge Mortgages, Mortgage Process, Mortgages for Different Occupations / Income Types, Personal Protection, Retirement Planning / Pensions|

Pension Income Mortgages in the UK Can you get a Pension Mortgage in the UK? Discover how you can access a mortgage while claiming [...]

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