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February 5, 2024
Industry Insights
Mid-lifers facing uphill challenge to save for comfortable retirement
A savings pot of around £530k in today’s money terms is needed for a comfortable retirement, and that’s on top of state pension income.
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September 25, 2023
Retirement Planning
Annuities Explained: Guaranteed Income For Life
An annuity offers a guaranteed income for the rest of your life in retirement, regardless of how long you live or how the stock market performs.
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July 28, 2023
Industry Insights
Pensions Regulator calls for schemes to offer members midlife MoTs
“That planning should start sooner rather than later. Taking the midlife MoT should be seen as an essential part of the pensions journey.”
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July 25, 2023
Industry Insights
Nearly a quarter of savers unaware of option to combine pension pots
The research found that 91% of people have held more than one job in their careers, but 80% have never combined their pension pots.
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July 24, 2023
Industry Insights
Annuity rates increase by 20% year on year
Annuity rates increased by 20 per cent in the 12 months to June 2023, adding over £25,000 to lifetime income, Standard Life has found.
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July 14, 2023
Retirement Planning
Pension Consolidation: 4 Common Questions Answered
Consolidating your pensions can offer benefits such as reduced administration, potential cost savings, and improved investment performance alignment.
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September 25, 2023
Retirement Planning
Annuities Explained: Guaranteed Income For Life
An annuity offers a guaranteed income for the rest of your life in retirement, regardless of how long you live or how the stock market performs.
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July 14, 2023
Retirement Planning
Pension Consolidation: 4 Common Questions Answered
Consolidating your pensions can offer benefits such as reduced administration, potential cost savings, and improved investment performance alignment.
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Retirement Planning
What to Expect in Retirement.
After a lifetime of working and saving, it's important to have a clear plan in place for how to make the most of your golden years.
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Retirement Planning
Are you emotionally ready to retire?
Retirement is both financial and psychological and it is important to consider both aspects as you approach retirement.
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Retirement Planning
What is the MPAA?
There’s a lot of technical jargon in financial services and this can be confusing for people who want to understand their retirement options.
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Investments
What Can I Invest In?
One of the first steps in investing is to understand the different asset classes that are available to you.
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Investments
What is ESG Investing?
ESG investing considers environmental, social, and governance factors when making investment decisions.
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February 10, 2023
Investments
How Does Inflation Work?
Inflation is an economic phenomenon that affects the purchasing power of money.
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February 10, 2023
Estate Planning
The Importance of Setting Up a Will
A will is a legal document that specifies how you would like your assets to be distributed after you pass away.
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February 10, 2023
Estate Planning
What is Estate Planning?
Estate planning is an important aspect of financial planning - there are a variety of tools and strategies available to help manage your assets.
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February 10, 2023
Estate Planning
Setting Up A Trust
A trust is a legal arrangement where a trustee holds and manages assets on behalf of one or more beneficiaries.
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February 10, 2023
Estate Planning
What is Inheritance Tax?
Inheritance tax is a tax levied on the transfer of property or wealth from one person to another upon death.
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February 10, 2023
Protection Planning
What is Protection Planning?
Protection planning is an important aspect of financial planning that helps to ensure that you and your loved ones are protected.
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February 10, 2023
Protection Planning
Life Insurance or Critical Illness Cover?
Life Insurance and Critical Illness Cover are two popular forms of protection planning that help to provide financial security.
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February 10, 2023
Protection Planning
Do I need Income Protection?
Income protection is a type of insurance that provides financial support if you are unable to work due to an illness or injury.
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June 21, 2023
Business Owners
Securing your retirement as a business owner
A pension can allow you to extract wealth from a business tax-efficiently, which can build up over time to help with your long-term financial plan.
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June 20, 2023
Business Owners
How to take income from your company
Deciding how to take income from your company can be hard. I've covered the pros and cons of salaries, dividends and employer pension contributions.
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February 23, 2024
Industry Insights
Inheritance tax receipts on course for another record-breaking year
IHT receipts for April 2023 to January 2024 are £6.3bn, which is £400m higher than the same period last year, according to the latest HMRC figures.
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February 22, 2024
Industry Insights
Savers transferring pensions without knowing charges could be over £70,000 worse off
Savers are transferring their pensions without understanding the charges involved and could be more than £70,000 worse off in retirement as a result.
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February 21, 2024
Industry Insights
Labour Party set to keep state pension triple lock if elected
The Labour Party is set to include a commitment to the state pension triple lock in its upcoming manifesto, according to reports.
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February 20, 2024
Industry Insights
Greater consensus needed to tackle engagement challenges
Helping people make informed active choices will require a substantial amount of work from within and beyond the pensions industry.
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February 19, 2024
Industry Insights
2023 was milestone year as sales of annuities hit record high
Last year was a “milestone year” for annuities, as total sales increased by 46 per cent to £5.2bn.
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