Compass Financial Planning

Compass Financial Planning At Compass, we help people and businesses meet their needs and goals through professional, meaningful and clear financial planning.

Research has found that nearly 40% of adults would consider using property wealth to boost retirement income. Explore th...
05/10/2026

Research has found that nearly 40% of adults would consider using property wealth to boost retirement income. Explore the pros and cons of this option and the alternatives to think about in this article from Money Week.

Quilter is not responsible for the accuracy of this article's information.

Equity release is one way of funding later life if you’re facing a retirement shortfall – but there are alternatives which could work better

Did you know pensions usually sit outside your will? That’s why it’s vital to name and regularly review your pension ben...
28/09/2026

Did you know pensions usually sit outside your will? That’s why it’s vital to name and regularly review your pension beneficiaries and tell loved ones where to find the paperwork. Most people expect that if they still have money left in their pension pots when they die, their spouse or children will inherit it. While you can pass on a pension, you cannot do so solely through your will. Instead, most people will need to tell their pension provider who to pay their pension to when they die through an expression of wish form. Have a read of this helpful article from Money Week to learn how to pass on your pension.

You can leave your private pension wealth to your loved ones after you die, but you can’t put it in your will. We look at how to pass on your pension.

With annuity rates reaching an 18 year high, this article from Which? explores the reasons why people may chose to purch...
23/09/2026

With annuity rates reaching an 18 year high, this article from Which? explores the reasons why people may chose to purchase one to fund their retirement.

Quilter is not responsible for the accuracy of this article's information.

Rising gilt yields mean you'll get more for your money

How well do you understand your workplace pension? A Which? article looks at workplace pensions and highlights that many...
18/09/2026

How well do you understand your workplace pension? A Which? article looks at workplace pensions and highlights that many employees are unsure how much their employer contributes. It also examines how employer contributions can vary between pension schemes. For more information, read this article.

Investing can help your money grow over time but isn’t guaranteed.

Are you one of the 46% of workers who don’t know how much their employer contributes to their pension?

Provisional figures suggest that the state pension will rise by 3.9% from April. Find out why this number and what that ...
16/09/2026

Provisional figures suggest that the state pension will rise by 3.9% from April. Find out why this number and what that will mean in terms of the actual amount due to be received by pensioners in this article from MoneyWeek.

The UK state pension is set to rise by 3.9% per year from April 2027 after new wages data was published by the Office for National Statistics

How might tax affect your wealth in later life? This article from MoneyWeek explores why more over-65s are paying tax on...
11/09/2026

How might tax affect your wealth in later life? This article from MoneyWeek explores why more over-65s are paying tax on pensions, savings and investments, and highlights some of the key changes affecting retirees. For more information, read this article.

Retirees face a quadruple hit on their wealth – but there are ways to lessen the tax blow

Want to understand the rules around gifting and inheritance tax better? This article from Which? Money could be a good p...
09/09/2026

Want to understand the rules around gifting and inheritance tax better? This article from Which? Money could be a good place to start. It covers the amount you can gift before it becomes part of IHT calculations and what exemptions there are.

How to give cash to your loved ones, not HMRC

Do you need to learn a bit more about how retirement funds work, or are you already a pensions expert? This friendly qui...
08/09/2026

Do you need to learn a bit more about how retirement funds work, or are you already a pensions expert? This friendly quiz from Money Week is a great way to learn the basics and identify what to focus on for a secure retirement. Share your results in the comments below.

Pensions are incredibly important, but they can also seem complicated. Test your knowledge in our quiz.

The topic of bonds is back in the news. Read this article to learn more on why this is and the impact the current market...
04/09/2026

The topic of bonds is back in the news. Read this article to learn more on why this is and the impact the current market could have on the forthcoming Budget.

Jonathan Raymond, investment manager at Quilter Cheviot, said: “While borrowing costs rising do not necessarily mean promises already made by Burnham and Healey suddenly become unaffordable, markets will be paying close attention to how those commitments, as well as any made at the upcoming Budget, are going to be paid for."

Ten-year gilts have risen well above 5% this year on the back of the Iran war

Pension tax changes are reshaping inheritance strategies. From April 2027, most unused pension funds will be included wh...
02/09/2026

Pension tax changes are reshaping inheritance strategies. From April 2027, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes. For some families, this will make little difference. For others, especially those with larger pension pots or estates, it could mean that more tax is due and less wealth passes to loved ones. In this informative article The Herald explains what’s changing, who may be affected and some practical steps to consider.

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration.

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