Author
18 February 2021
Perspective
18 February 2021
Planning, it’s not that simple
The Cambridge Dictionary describes Planning as: ‘the process of deciding in detail how to do something before you actually start to do it.’ That seems simple enough, yet one of the key challenges we have in life is to not only plan, but to maintain that plan as things change. When we have conversations with clients, the concept of planning is often discussed. In these instances, we always encourage our clients to plan their life choices, rather than simply just look at their personal financial planning.
Explore other topics
Spring Forecast 2026 Snapshot
The Chancellor of the Exchequer, Rachel Reeves, presented the Spring Forecast to the House of Commons on Tuesday, 3rd March 2026.
Unused Pension Pots After 2027? Here’s What You Need to Know About Estate and Pension Planning
Prior to last year’s Autumn Budget, much speculation centred around potential changes to the tax-free element of pensions.
Autumn Budget Summary 2025
The Chancellor of the Exchequer, Rachel Reeves, presented the Budget statement to the House of Commons shortly after 12.30 this afternoon.
Budget 2024 Snapshot
PFGL budget snapshot 2024. The Chancellor of the Exchequer, Jeremy Hunt presented the Spring Budget to Parliament the 6th March.
What to do if we didn’t get something right
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
Contact
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123