08:30 – 17:00

Monday to Friday

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Fareham PO14 1AH
Temple Wealth - Your Financial Partner For Life
23rd June 2021

08:30 – 17:00

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH

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Insights

Temple Wealth Management has a team of advisers who love to share their knowledge and help you get the best from your money. Insights provide you with a range of information from jargon busting through to the latest Wealth Management and Mortgage news. Follow us on Facebook, Twitter and Linkedin to help shape your financial goals.

Smart Money

Welcome to our latest edition. As we enter another new phase in the coronavirus (COVID-19) pan-demic, each UK nation has set out a roadmap out of lockdown, a positive sign that we can hopeful-ly start to get back on track both financially and emotionally.

The government has confirmed that it plans to increase the minimum pension age at which benefits under registered pension schemes can generally be accessed, without a tax penalty, from age 55 to age 57 from 6 April 2028. On page 03 we explain why this announcement may, in particular, have an impact on the timing for taking your pension benefits.

If you’ve been diligently saving into a pension throughout your working life, you should be entitled to feel confident about your retirement. But, unfortunately, the best savers sometimes find themselves inadvertently breaching their pension lifetime allowance and being charged an additional tax that erodes their savings. Turn to page 12 to find out more.

A full list of the articles featured in this issue appears on page 02.

Budget 2020

Our guide to Budget 2020 aims to provide a clear and concise commentary of the main Budget proposals, focusing on the issues pertinent to you, your family and your business.

The new Chancellor of the Exchequer, Rishi Sunak, delivered his inaugural Budget to parliament on 11 March 2020, amid the backdrop of a growing threat to the economy from the global outbreak of coronavirus (COVID-19) – this Budget he announced aims to bring ‘stability and security’.

He warned of a temporary disruption to the economy from COVID-19. He said it will be ‘tough’ and ‘significant’, but things will return to normal. ‘What everyone needs to know is that we are doing everything we can to keep this country, and our people, healthy and financially secure.’

Parliamentary Review 2016/2017

Temple Wealth Management is delighted to announce that we feature alongside the Prime Minister and a small number of outstanding organisations in a document that looks back on the year in industry and Westminster. The Review showcases best practice as a learning tool to the public and private sector.

The Finance section 2016/2017 reflects on a significant year in British Politics. The forewords by The Rt Hon Theresa May MP and The Rt Hon Philip Hammond MP share their insights to move the economy forward.

Neil Prosser and Sarah Geraghty represented Temple Wealth at the Gala Review, which was held at the Houses of Parliament in September. It was attended by many influential people from the Finance Industry, including a speech from the Rt Hon Sir Eric Pickles.

Download the Smart Money pdf here

Download the Budget Summary pdf here

Download the parliamentary review here.

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