Resources

Worldwide Financial Planning here to help you!

Worldwide Financial Planning has, over the years built up a valuable source of information that can help you in making important decisions in conjunction with your adviser.

Whether you are a first time buyer looking for a mortgage or an experienced investor we can give you access to a whole range of tools, old articles, facts and figures.  Take advantage of this information before you speak with one of our advisers.  

To get full access and be able to view all of the resources we ask you to please Click Here and register once – we will email you your log on details once this is complete.

Registering your details means you will be able to log on any time and view the resources that are relevant to you and your needs.  We do not make this information available to anyone that comes on the site and want to share this with clients who are already working with WWFP and people that value the knowledge that we have created.  We do not share your details with any third parties and will only contact you on occasions with what we feel is relevant information. 

It’s easy to do but if you need any help please call us on 01872 222 422.

Posted

How much can I withdraw from my pension?

By Worldwide Financial Planning

Categories Pension

In years gone by, retirement was straight forward. You built up a reasonable fund of money and bought an income for life through an annuity. It was guaranteed and you had a few choices to think of: rising or flat income; guaranteed length of time after death; and spouse’s or children’s benefits were the key items to consider.

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Posted

Google and Facebook $100 million hacker hit

By Worldwide Financial Planning

Categories Investment

Since the introduction of new more liberal pension rules, 53% of pension pots accessed have been fully withdrawn. There is enough bait there for the unscrupulous. In 2016 during a three-month period, one in three people aged over 55 were targeted by pension scams.

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Posted

“COLLECTIVE RESPONSIBILITY” IN ACTION

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

This week, Brexit Secretary David Davis has taught us that the best way for a senior cabinet member to secure a date with Theresa May is to threaten to quit.

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Posted

$100 Billion Investment Scams

By Worldwide Financial Planning

Categories Investment

Perhaps the greatest investment-making decision flaw of all, is the self-inflicted psychological torture of FOLO - the fear of losing out. More often than not, the loss or gain is actually imagined, but that drive leads 250 people per day to fall foul of investment scammers.

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Posted

ITALY’S TROUBLES TAKE CENTRE STAGE

By Worldwide Financial Planning

Categories Financial Planning, Investment, Mortgage, Pension

This week saw the return of two summer traditions, flash flooding and a European market crisis.

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