Maintaining a diversified portfolio
4 July 2018
Spreading risk between different kinds of investments When you start investing, or even if you are a sophisticated investor, one...
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Understanding investment risk
4 July 2018
Making informed decisions to improve your chances of achieving your financial goals If you want to plan for your financial...
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Embracing the benefits of retirement
2 May 2018
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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Deciding what to do with your savings in retirement
2 May 2018
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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Buying an annuity
2 May 2018
A regular retirement income for the rest of your life One way to use your pension pot is to buy...
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Taking your pension
2 May 2018
Using different parts of one pension pot or using separate or combined pots Under the new flexible pension freedoms rules,...
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Using your pension pot
2 May 2018
More choice and flexibility than ever before Under the pension freedoms rules introduced in April 2015, once you reach the...
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Financial freedom
2 May 2018
Creating and maintaining the right investment strategy Our life is an endless series of daily choices, and how we manage those choices determines the outcome of...
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Is inflation back? Don’t panic
2 May 2018
How to protect the value of your money from its effects Is inflation back? After two years when consumer prices...
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One in eight will retire with no pension in 2018
2 May 2018
Excuses to avoid facing the difficult work of saving for retirement Retirement is one of our biggest financial challenges. As...
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Easing into retirement
2 May 2018
Older workers are increasingly valuable members of the gig workforce We tend to associate young people with the gig economy,...
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Planning for a bigger retirement income
2 May 2018
Looking forward to having more time to explore faraway places Today, with more Britons living longer and healthier lives, the...
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Retirement rewards
2 May 2018
Common planning mistakes lead to an opaque future With increasing life expectancy and rising cost of living, the need to plan for one’s golden years is essential....
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This time next year we’ll be ‘million-heirs’
2 May 2018
Larger individual wealth and expectation of substantial inheritances With estate planning, you can decide what happens to your money and...
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Protection matters
2 May 2018
Families face a precarious situation if the worst were to happen Everyone’s circumstances are different, but most people start to...
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Making the most of your pensions
2 May 2018
Have you accumulated multiple plans that need reviewing? By the time we have been working for a decade or two,...
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Money’s too tight to mention
2 May 2018
Financial impact on annual retirement income after divorce First comes marriage, then for some couples comes divorce. But a stable...
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Cultivating the art of patience
2 May 2018
Sticking with a long-term commitment to your investments If you want to give your investments the best chance of earning...
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Art of bond investing
2 May 2018
Portfolio balancing, negating stock market volatility and lowering risk Bonds have historically been an alternative way to balance a portfolio and...
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Diversification, diversification, diversification
2 May 2018
Portfolio building requires different characteristics to evaluate There are many ways to invest and different types of investments. But when looking to build an appropriate diversified...
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