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Monthly Archives: July 2017

Brexit triggers saving


Current affairs have a significant impact on how people feel about the economy People who feel pessimistic about the UK economy or their own personal finances are more likely to plan to save more over the next 12 months to … Continue reading

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Working 9 to 5


Almost three quarters of employees expect to work beyond the traditional retirement age The proportion of UK employees who say they will work beyond the age of 65 is at an all-time high. The findings from Canada Life identified that … Continue reading

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Pensions revolution


Awareness and understanding amongst the public still remains low 6 April 2017 marked the anniversary of both the new State Pension and the new pension freedoms. These major overhauls have revolutionised the UK pensions landscape, but research from Aviva[1] suggests … Continue reading

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Dreaming of an early retirement


When you quit the rate race, will you really have the time of your life? We all know that we need to save money for our retirement, but knowing it and doing something about it are very different things!

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Investment wise


Learning from the past and understanding the present The key to successful investing isn’t predicting the future, its learning from the past and understanding the present.

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Currency fluctuations


Reducing the sudden ups and downs of investment over the long term The summer months are usually the only time when we think about different currencies and their values as we consider what money to take on our holidays. Where … Continue reading

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Retirement choices


How much time do you spend planning for retirement? The 2015 pension freedoms gave us greater flexibility over our retirement options, but the reforms have also made retirement choices much more complex. This means we need to start thinking about … Continue reading

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Securing your financial future


Investing for major life events requires comprehensive investment solutions If you really want to give your money the potential to grow and you don’t need immediate access to it, think about investing it rather than just saving. You might want … Continue reading

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Inheritance Tax rule changes


Effective estate planning can safeguard your wealth for future generations If you want to have control over what happens to your assets after your death, effective estate planning is essential. After a lifetime of hard work, you want to make … Continue reading

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