Retirement planning: Is your dream retirement destination financially sustainable?

Whether you want to stay in Asia when you retire, move back home or go somewhere else entirely, you need to plan ahead and consider all the financial implications to adequately evaluate the sustainability of your choice. Robin Copley offers some insights to consider, as well as a cautionary tale! Relocating in retirement Expats are…

New Year resolutions

Retirement planning: The best New Year’s resolution for 2025 – to get your finances sorted

If you’re looking to make an impact in 2025, why not make a truly life-changing New Year’s resolution this year: to start planning for a comfortable and secure retirement? We look at some key points to consider. Why planning for retirement should be this year’s resolution Another day, another survey revealing a looming retirement crisis.…

old lady. Thinking about her pension

Financial planning for women: tackling the gender pension gap

The gender pay gap is well documented but there is another gender gap that attracts far less attention: the gender pension gap. As large numbers of women face poverty in retirement, it is even more important than ever to address this issue and promote financial independence for all. Retirement planning: the gender pension gap While…

UK state pension to rise – but don’t rely on it for a comfortable retirement

Last month, the UK government announced an increase to the state pension in April 2025. While any boost is welcome news for eligible retirees, this serves as a timely reminder of the importance of forward planning to ensure a comfortable and secure retirement. Relying solely on the state pension will not be enough to meet…

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Estate planning: Get your will sorted with these 10 easy steps

Writing a will is a key part of the estate planning process and essential for everyone. If you don’t already have one, this handy guide will take you through ten steps to get this important task done. Why write a will Writing a will is an important process to ensure that your assets are distributed…

Retirement

Retirement Planning: Expats are woefully unprepared for retirement, are you one of them?

Has ‘The mañana mentality’ left you unprepared for retirement? Now is the time you need to think about financial planning for when you stop working.   Most expats are woefully unprepared for retirement The sceptical amongst you might think that, as a Retirement Planner, I would say that. However, the statistics back it up, with…

Early retirement planning is critical for expats: start now or pay later

The importance of early retirement planning cannot be over emphasised. Time is the ingredient that enables compound interest to work its magic on your pension savings. And the difference in return if you start early can be astonishing, as Robin Copley explains. Expat life in Vietnam: a golden opportunity to save I recently came across…

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Retirement planning: How has the cost of living crisis affected your pension pot?

Recent research shows a shocking rise in the pension pot needed for basic retirement and highlights the need for effective retirement planning. Is your retirement fund inflation-proof?   The problem: rising costs are eroding the value of pension savings To say the cost of living crisis is playing havoc with pensions is an understatement. At…

Self Care. Financial Planning

Financial planning for self-care: the why and the how

24th July is International Self-Care Day. What does that have to do with financial planning? Well, a lot actually. Financial wellbeing and mental health are inextricably linked so improving your financial health will boost your overall wellbeing. Financial wellbeing and mental health The World Health Organisation places so much importance on self-care that it has…

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Financial wellbeing challenge: the top 10 retirement planning mistakes to avoid

In 2022, Nataxis conducted an extensive survey involving 2,700 financial advisers from 16 countries. They identified the 10 most common mistakes people make when preparing for retirement. We offer some practical advice on how to avoid them. The top 10 retirement planning mistakes to avoid Retirement planning mistakes can significantly impact your quality of life…