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Category Archives: Financial planning

2020 financial resolutions


What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on … Continue reading

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Every journey starts with a destination


Looking at the bigger picture for your wealth and security Every plan starts with a goal, just like every journey starts with a destination. Planning your financial future is not only important for your security, but it also provides peace … Continue reading

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Money lessons


5 tips that add up to teaching your child about money matters Understanding how money works is an essential life skill. Unfortunately, for a lot of people, these lessons come later than they should, and often as the result of … Continue reading

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Economically active


Why longevity also brings with it some unique financial challenges Statistics clearly show that Britons are living longer. While a long life can be a good thing, longevity also brings with it some unique financial challenges. Our ageing population is … Continue reading

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Looking at the bigger picture


Creating plans of action to ensure you reach your financial goals To be prepared for the road ahead, it’s critical to think about having a plan. For many people it’s not clear where their money will come from when they … Continue reading

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Double whammy


New social phenomenon – the ‘sandwich generation’ In recent years, a growing realisation has formed that we’re in the middle of a new social phenomenon – the ‘sandwich generation’. The term ‘sandwich generation’ is often used to refer to those … Continue reading

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Persistent presenteeism


Employees reluctant to stay at home when ill Workplaces are suffering from persistent presenteeism as up to 28 million employees may be coming into work when ill.

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Wealth sharing between generations


Redefining how millennials become more financially secure Millennials are set to redefine how wealth is shared between generations, according to new research[1]. Contrary to expectation, it is not millennials (aged 18–34) who appear to be under the greatest financial strain, … Continue reading

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Cash stash


Study exposes a whole host of financial secrets It’s bad news for romantics, according to the latest annual research[1] into the retirement aspirations and financial planning of UK couples aged 40 and over. This identifies that nearly one in three … Continue reading

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Getting finances in order


Financial worries don’t just affect our waking hours Financial fears are creeping into sleeping hours, as new research shows money worries are a top cause of nightmares[1]. Our dreams are how we naturally make sense of all the information and … Continue reading

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