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Monthly Archives: May 2019

Why do you want to invest?


Reaching specific life goals requires planning If you don’t know where you want to go, you’ll find it tricky getting there! Investment goals cover everything from the old adage of saving for a rainy day to planning for a comfortable … Continue reading

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Bank of Mum and Dad


Innovative products to be created for would-be home owners The Building Societies Association (BSA) have recently published a raft of recommendations as to how the mortgage industry can support the Bank of Mum and Dad in their endeavours to help … Continue reading

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Wealth creation


Spreading risk by accessing different types of assets Investing for the long term means persisting through market swings. History shows that when people invest and stay invested, they’re more likely to earn positive returns in the long run. When markets … Continue reading

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Why silence isn’t necessarily bliss


Over six million adults refuse to discuss their Will with loved ones Making a Will is very important if you care what happens to your money and your belongings after you die, and most of us do. But have you … Continue reading

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Lifetime allowance


Breach may impact on more than a million workers An estimated 1.25 million people are set to breach the current lifetime allowance (LTA) £1.055 million lifetime limit for pension tax relief over the course of their working life, according to … Continue reading

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State Pension


Half a million workers past pension age could be paying unnecessary tax A significant number of people working past the State Pension age could be paying unnecessary tax on their State Pension, according to new research[1]. This is because they … Continue reading

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Tracing a lost pension


Nearly £20 billion unclaimed money and growing The scale of the UK’s lost pensions mountain has been exposed by the largest study yet on the subject[1]. The Pensions Policy Institute surveyed firms representing about 50% of the private defined contribution … Continue reading

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Freetirees


Pension freedoms usher in a new generation The introduction of pension freedoms has been a huge enabler for over-55s, allowing millions to draw income from their pensions flexibly. Pension freedoms offer the opportunity to transition into retirement by continuing to … Continue reading

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