Helping you maximise your retirement income
10 May 2012
Why your annuit ywill have to last you for longer An annuity is an investment which will pay you an...
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Automatic pension enrolment
10 May 2012
Latest delay scarcely made the news Reforms designed to get more people saving for retirement have been pushed back so...
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Alternatives to help people improve income levels
10 May 2012
Valuable planning opportunities in a retirement market where the gilt yield has declined In a low gilt yield environment, having...
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‘Will’ your loved ones get your inheritance?
10 May 2012
Make sure you avoid unnecessary legal complications and emotional hardship Despite being a fundamental piece of family financial planning, six...
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Health worries rise for retired people
10 May 2012
Rising life expectancy is turning the spotlight on the issue of healthy life expectancy Four out of five new parents...
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The impact of Budget 2012 on your financial planning
10 May 2012
How do the changes affect your pocket? Change to retirement age The Chancellor confirmed in Budget 2012 that he would...
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Unexpected increase to tax-free cash allowance
10 May 2012
Good news for some occupational pension scheme members In amongst the technical papers issued by HM Revenue & Customs (HMRC)...
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Venture Capital Trusts raise £330 million
10 May 2012
Fundraising levels sixth highest since launch Figures published by the Association of Investment Companies (AIC) show that £330 million (value...
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Shelter up to £11,280 from the tax man this tax year
10 May 2012
ISA limits will now increase each year in line with the increase in CPI The need for long-term care and...
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Maximise the lifetime income from your pension at retirement
10 May 2012
Thousands of people could end up with bigger pensions as new rules will force insurers to inform customers about...
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Dividend heroes
29 April 2012
Companies which have increased their dividends each year for at least 20 years Interest rates recently marked a sixth year...
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Investment distribution bonds
7 March 2012
Distribution bonds are intended to provide income with minimal affects on your original investment. They attempt to ensure that any...
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How the taxman treats investments
7 March 2012
Different investments are subject to different tax treatment. The following is based on our understanding, as at 6 April 2011,...
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Estate planning requires a strong foundation and a clear plan of action
7 March 2012
Have you made sure your beneficiaries will be looked after? Estate planning should start early in life and is for...
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Navigating the pensions landscape
7 March 2012
The future is always unknown, but when it comes to retirement it pays to be in the know The end...
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Expected retirement incomes hit five-year low
7 March 2012
Taking some practical steps now could mean a more comfortable retirement People retiring in 2012 expect to live on an...
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The principal tenets of spreading risk in your portfolio
7 March 2012
A change in the calendar does nothing to change the investment outlook One of the principal tenets of spreading risk...
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Why end-of-tax-year planning should now be high on your agenda
7 March 2012
Proper tax and financial planning can lower and defer the tax you pay A review of your financial and tax...
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Are you getting closer to retirement?
7 March 2012
Being able to retire when and how you want to Making your savings grow and being able to retire when...
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Finances and aspirations of people planning to retire
7 March 2012
A new retirement reality for a significant number of retirees More than ten per cent of people who had planned...
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