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Monthly Archives: December 2017

ISA returns of the year


Taking control over where your money is invested tax-efficiently A new tax year is nearly upon us – and that means, for all diligent savers and investors, you should make sure that you take full advantage of your current Individual … Continue reading

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Sleepwalking into retirement


Lack of pension knowledge among UK adults The UK’s middle-aged workers could be sleepwalking into retirement poverty. Four in ten people aged between 40 and 65 cannot accurately estimate their total pension savings for retirement.

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Will you make provision for all that you hold dear?


Getting your affairs in order and planning what you want to pass on to loved ones Writing a Will may seem daunting – and with everything else we should be thinking about, it becomes just another chore on the to-do … Continue reading

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Reach your financial goals


Helping you realise your retirement vision We’ve now entered a new age of retirement planning with the introduction of pension freedoms. But Britain has an ageing population, highlighted by the fact that the number of telegrams sent by the British … Continue reading

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Time to take control of your retirement planning?


A tax-free wrapper in which you hold a wide range of permitted investments Self-Invested Personal Pensions (also known as ‘SIPPs’) are being used by a rising number of private investors keen to take control of their retirement planning. First introduced … Continue reading

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Retirement delays


Access to health and well-being support in the workplace There is now a clear trend of people working for longer and delaying their retirement. Although some are staying in work out of financial necessity, others want to keep working because … Continue reading

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