A warm welcome to Katie

We have recently brought a bit of help on board at Future Financial Planning. Katie Whitworth is working with us at Future Financial Planning to ensure our clients get the very best service! Katie Whitworth Katie previously worked virtually for a national IFA group and prior to that, spent 20 years as a PA to a CEO of a large public authority. Her PA skills are a perfect complement to her knowledge of pensions and investments and she thrives on client review preparation work. “With will, one can do anything” by Samuel Smiles is Katie’s favourite quote and it very much matches her positive outlook on life and her strong customer service ethic.

Diversify your ‘Life Portfolio’ for a happy retirement

It goes without saying that being in a strong financial position in later life is important for a happy retirement. After all, it’s hard to be truly happy if you’re constantly worrying about money and having to devise new ways to make ends meet. However, money isn’t everything. Even if you have your finances under control and adequate resources, a happy retirement isn’t a given. This means when retirement planning it might be worth coming up with a strong ‘Life Portfolio’, as well as a financial one. Looking at your ‘Life Portfolio’ can help guide you through the important decisions you must take in the run up to retirement, as you’ll have made a record of the key things you want from later

6 bad habits to avoid during retirement

Planning for retirement can be complicated, as anyone approaching the end of their working life will tell you. However, navigating the myriad of choices, both financially and socially, doesn’t have to be such an enigma. Here are a few tips to help you avoid common bad habits that retirees often fall into: 1. Spending your pension fund money! Yes, that’s right. If you delay spending your pension and spend other available cash and investments first, you could keep your money safe from the taxman. Not spending your pension fund money until you have to may also help the beneficiaries of your estate avoid a large inheritance tax bill. 2. Taking the full brunt of inheritance tax Inheritance tax ca

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Future Financial Planning is a trading name of Future Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 716526 . 


Future Financial Planning is registered in England No 9302385. Registered office: Unit A Swains Farm Buildings, 89 The Street, Little Clacton, Essex, CO16 9LT

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