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Group Pensions & Risk Benefits

Group Pensions & Risk Benefits

 A Group Pension Plan is a pension provided by an employer for its employees. It is a tax-efficient way to help employers ensure that their employees are financially secure in retirement.  Oaktree Financial Services Ltd can explain the differences between the...

What You Need to Know About Self-Build Mortgages

What You Need to Know About Self-Build Mortgages

A self-build mortgage is a mortgage for people who want to build their own home exactly how they want it and where they want it. There are many similarities between self-build mortgages and regular mortgages, but there are some slight differences to consider. The...

Understanding Investor Behaviour

Understanding Investor Behaviour

When it comes to money and investing, we are not always as rational as we think we are. Consequently, there is a whole field of study that explains our sometimes ‘strange’ behaviour. During the investment process, investors often experience the ‘roller coaster of...

Why use a Financial Broker over a Bank or Credit Union?

Why use a Financial Broker over a Bank or Credit Union?

A large percentage of people head straight to a bank or a credit union (as more credit unions start offering “financial services”) when they want advice on the following products: Investments or Savings Pensions Life Insurance Serious Illness Cover Mortgages Income...

Pensions For All Ages

Pensions For All Ages

Pensions are such an important part of your finances yet many seem to avoid them until later in life. We are all for living for the now which is so important but ignoring your future can be detrimental to your finances. A pension in its simplest form is saving to...

Redundancies & Pensions – The Pitfalls

Redundancies & Pensions – The Pitfalls

If you are an employee who has been put in a voluntary redundancy situation, it is vitally important that you understand all of your options. Those who have had their contracts of employment terminated and have been made redundant should be provided with leaving...

A Guide To Income Protection

A Guide To Income Protection

The thought of being unable to work due to injury or illness is extremely daunting. But life can be unpredictable and often throws a curveball in our direction. If you’re unsure how you would get by financially if you were unable to work, you might want to consider...

Why you need a savings plan

Why you need a savings plan

Savings are so important and are a huge part of any solid financial plan. Having savings gives you more security for the future which eases financial worries. There are countless things you can save for depending on your goals, but the following are 5 key reasons why...

Common Questions Answered

Common Questions Answered

The following are 5 common questions we receive on a frequent basis. We will always answer questions directly, but we created anonymous variations of these 5 common questions as it may benefit many more of our readers. Feel free to send any questions to...

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