Transferring ISAs
4 July 2018
Time to bring your investments together? If you have accumulated a number of Individual Savings Accounts (ISAs) over the years,...
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Stocks & Shares ISAs
4 July 2018
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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Lifetime ISA
4 July 2018
Helping you save for a first home or for your retirement at the same time The start of the tax...
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Pooled investment funds
4 July 2018
Diverse range off unds tha tinvest in different things with different strategies Pooled investment funds – also known as ‘collective...
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Investing in a fund
4 July 2018
Making investment decisions on behalf of the investor There are many reasons to invest through a fund, rather than buying...
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Investment bonds
4 July 2018
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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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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