‘Save smart’
19 December 2018
Focused on managing costs We’re becoming increasingly good when it comes to cost cutting, according to the latest findings of an annual online...
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‘Silver-splitters’
19 December 2018
More couples are deciding to part later in life Divorce is not purely exclusive to the young or middle-aged, and...
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It’s easy to lose track of pensions
19 December 2018
Helping you take full control of your retirement savings People change jobs, employers change their names but, more importantly, we...
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Baby boomers’ top five biggest financial regrets
19 December 2018
New survey reveals how some approaching retirement wished they had made different choices Not saving enough for retirement is the...
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What’s your number?
19 December 2018
Make sure your pension is on track to grow enough to support you in retirement Do you know how much...
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Yo-yoeffect
19 December 2018
Why so many of us are financially uncertain Almost half (47%) of Britons are up and down when it comes...
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What’s in your basket?
19 December 2018
Diversifying your assets helps spread risk by lessening the potential for losses Most investors are used to hearing the term...
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Pension decluttering
19 December 2018
Have you considered tidying up your arrangements? It would appear we are now increasingly becoming a ‘consolidation nation’, with many...
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The nation’s favourite overseas retirement destinations
19 December 2018
Over 6 million UK adults plan to move abroad in later life An even split In total, over 6 million...
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State Pension reform
19 December 2018
Over half of the UK population unaware of government plans Over half of the UK population are unaware of government...
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Safeguarding your family’s lifestyle
19 December 2018
The numbers show a significant protection gap exists for families in the UK We all want to safeguard our family’s...
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One of life’s unpleasant facts
19 December 2018
Protecting your assets to give your family lasting benefits in an uncertain world Inheritance Tax (IHT) in the UK is...
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‘Midlife crisis’
19 December 2018
Baby boomers are some of the least prepared for retirement A recent survey has revealed the concerning fact that 40%...
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‘Shot in the arm’ for oil consuming economies
18 December 2018
Positive impact on earnings, and a small positive impact on dividends Despite the so far rather negative response of equity...
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Tax-efficient investing made easy
17 December 2018
An Individual Savings Account (ISA) is a tax-efficient ‘wrapper’ designed to go around an investment. You’ve got until 5 April...
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Do you have a long-term investment strategy?
17 December 2018
Keep focused on your end goals and don’t let market noise sway you The complexity of today’s economic and global...
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Get your finances in shape this summer
17 December 2018
Review our financial fitness checklist to see how we can help you make more of your money Utilise personal pension tax...
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Europe’s economic slowdown
17 December 2018
Is there room for any further disappointment? Europe has suffered a stream of destabilising news this year. Firstly, there was...
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‘Am I diversified enough?’
17 December 2018
What’s positive for one investment can be negative for another Different types of investments are affected in different ways by...
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Giving away wealth tax-efficiently
13 December 2018
Passing on parts of an estate without it being subject to Inheritance Tax There are some important exemptions that allow...
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