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4 pragmatic ways your pension could create long-term security for you and your partner

4 pragmatic ways your pension could create long-term security for you and your partner

by Bill Marshall | 2 Aug 2024 | News

Deciding how to sustainably access your pension is often a big decision. If you’re planning with a partner, you might have an added layer of complexity – how can you make sure they’d be financially secure if you pass away first? It may be a question that’s difficult...
4 unpredictable life events that could mean you’d benefit from a financial review

4 unpredictable life events that could mean you’d benefit from a financial review

by Bill Marshall | 1 Aug 2024 | News

It doesn’t matter how much you prepare; sometimes unexpected life events could mean your carefully laid plans go awry. While you can’t know what’s around the corner, you can change how you respond to unpredictable events to help keep your financial plan on track. A...
Could “lifestyle creep” affect your retirement plans?

Could “lifestyle creep” affect your retirement plans?

by Bill Marshall | 1 Aug 2024 | News

When you received your last promotion or pay rise, your first instinct might have been to celebrate by splashing out on a new gadget, booking a holiday or allocating more of your money to your disposable income. However, if you overlook reviewing your finances,...
Why tuning out political speculation may help you stick to your financial plan

Why tuning out political speculation may help you stick to your financial plan

by Bill Marshall | 1 Aug 2024 | News

In a historic victory, the Labour Party won a majority in the 4 July 2024 general election. After 14 years of Conservative government, you might be wondering what the change means for you and your financial plan. Since Keir Starmer took office, a day has barely passed...
Guide: 5 insightful lessons you could learn from the world’s most successful investors

Guide: 5 insightful lessons you could learn from the world’s most successful investors

by Bill Marshall | 1 Aug 2024 | News

Even for professional investors, consistently delivering above-average market returns on investments is challenging. Those who have delivered high returns over a long time frame are remembered among the world’s greatest investors. While you may not have the same...
Guide: How an Olympic mindset could help you manage your finances effectively  

Guide: How an Olympic mindset could help you manage your finances effectively  

by Bill Marshall | 23 Jul 2024 | News

What makes an Olympian? Natural talent or the hours put into training might be the first things that come to mind. However, their approach and mindset play an important role in their achievements too.  An athlete’s mentality will have a huge effect on how they...
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The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Conduct Authority does not regulate taxation and trust advice.

We are entered on the Financial Services Register No 781168 at https://register.fca.org.uk

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Marshall Pension & Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA Registered no: 781168. Company registered in England and Wales. Registered no. 1077011. Registered Address: 3 Marden Avenue, Cullercoats, North Shields NE30 4PB. © 2026 · All Rights Reserved · Website by R2A
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