Chartered Associate
Edward is a Chartered financial planner, which means you’re dealing with the highest level of technical and professional knowledge and competence when advising your business.
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Associate firms voluntarily demonstrate the adoption of the professional standards set by the Society of Mortgage Professionals, enabling them to stand tall behind a culture that places clients and staff at its head.
Pension Transfer Gold Standard
The Gold Standard is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles.
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0116 222 0119
hi@willdaywm.co.uk
Is your pension safe? Find out before it's too late
August 7, 2024
It is still unknown what changes Labour will make to the world of pensions, however, planning for retirement is likely to become more important than ever. Life expectancy is increasing, so retirements are increasing in length too. Ensuring a comfortable…
Don’t lose out: how pension consolidation can save you money
July 24, 2024
When we talk about consolidating pensions, what is actually meant? It is the transfer of multiple pension pots into a single portfolio. Auto-enrolment into workplace pensions was introduced in the UK in 2012. Those who have moved jobs…
Dispelling pension myths
July 10, 2024
Believing myths about pensions can lead to making ill-informed decisions about funding your retirement. It could result in you not being able to afford the retirement you hope for. So, we’re dispelling some of these myths in this article. We aim to help…
Fast-track your way to early retirement
June 27, 2024
There is no longer a ‘default’ retirement age in the UK. This was where an employer could force an employee to retire, but the law was abolished in 2011. When speaking of retirement age now, we are usually referring to State Pension age.
Maximise your money: secrets to tax-efficient savings
June 18, 2024
A Stocks & Shares ISA is a tax-efficient method of investing your money. Residents of the UK who are over 18 can invest £20,000 per tax year in ISAs. This can be invested in a single ISA or…
The shocking truth about your pension pot
May 29, 2024
Planning for retirement can be a daunting task. This is especially the case when determining how much you need in your pension pot for a financially secure retirement. At Willday Wealth…
Understanding workplace pension auto-enrolment
May 15, 2024
Back in 2012, the UK government brought in the auto-enrolment of employees into workplace pension schemes. This was in response to the increasing life expectancy of the UK population.
Planning for retirement: Will your state and workplace pensions be sufficient?
May 1, 2024
As you start to plan for the future and think about retirement, your financial position becomes more important. If you have paid into a workplace pension, you’ll have both that and your state pension…
Mistakes to avoid when building your pension
April 17, 2024
Whether you’re just starting out in the working world or are approaching retirement, you should be considering your pension. It doesn’t need to be a matter of concern though…
Saving for your child's future: Junior ISA
April 3, 2024
Life is expensive. From the purchase of your first home, further education costs, travelling or even wedding planning, the expenses your child will incur when they turn 18 are plentiful. Did you know, you can ease the financial burden by gifting them a…
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