Lisa Caplan is head of financial advice at Nutmeg. She combines her wide experience of developing brands for blue chip companies with eight years as a chartered financial planner delivering financial advice to a range of people at different stages of their lives.
Taking the freelance plunge? How to plan for your future
15 November 2019|5 min
Abel is a research project manager. And he, like 4.8 million people in the UK, has opted to go it alone after 22 years working as an employee. We’re seeing more and more that hype around the ‘gig’ economy (a system based on short-term contracts with multiple employers) is giving employees the prod they need to give freelancing a go. Yet there were serious questions he wanted to put to us before he could confidently fly solo.
Introducing a new planning service alongside our comprehensive financial advice
23 September 2019|2 min
We launched our personal financial advice pilot in November last year because it was plain to see that people were in desperate need of affordable professional advice. Now that we’ve been offering advice for some time, we’ve begun to see some distinct themes emerging, so we’re now developing our offering to better reflect your needs.
FIRE or YOLO – where are you on your path to retirement?
20 February 2019|3 min
If you start planning and saving early enough, you might hope to have built up enough of a retirement fund to ditch the rat race and retire at 65. But what if you could retire in your 40s – or even your 30s? Or at least be in a strong enough financial position to switch things up and start working on something you’re more passionate about?
What’s the ideal age to retire?
6 September 2017|3 min
Whether you’ve always liked the idea of a long retirement or would like to stay working for as long as possible, there are a number of different factors that could influence what the ideal age for you to retire might be. What’s more, the number won’t be the same for everyone.