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By admin / July 4, 2018

Transferring ISAs

Time to bring your investments together? If you have accumulated a number of Individual Savings Accounts (ISAs) over the years,...

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By admin / July 4, 2018

Stocks & Shares ISAs

Investing in a wide range of different tax-efficient investments From July 2014, Individual Savings Accounts (ISAs) can now be used...

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By admin / July 4, 2018

Lifetime ISA

Helping you save for a first home or for your retirement at the same time The start of the tax...

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By admin / July 4, 2018

Pooled investment funds

Diverse range off unds tha tinvest in different things with different strategies Pooled investment funds – also known as ‘collective...

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By admin / July 4, 2018

Investing in a fund

Making investment decisions on behalf of the investor There are many reasons to invest through a fund, rather than buying...

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By admin / July 4, 2018

Investment bonds

Putting your money in a range of different investment funds Investment bonds are designed to produce medium- to long-term capital...

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By admin / July 4, 2018

Maintaining a diversified portfolio

Spreading risk between different kinds of investments When you start investing, or even if you are a sophisticated investor, one...

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By admin / July 4, 2018

Understanding investment risk

Making informed decisions to improve your chances of achieving your financial goals If you want to plan for your financial...

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By admin / May 2, 2018

Embracing the benefits of retirement

New lease of life and new-found time As with any new life stage, planning often helps a smooth transition from the old to the new. Preparing...

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By admin / May 2, 2018

Deciding what to do with your savings in retirement

Make sure you don’t run out of money or face a reduced standard of living The start of the tax...

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By admin / May 2, 2018

Buying an annuity

A regular retirement income for the rest of your life One way to use your pension pot is to buy...

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By admin / May 2, 2018

Taking your pension

Using different parts of one pension pot or using separate or combined pots Under the new flexible pension freedoms rules,...

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