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Managing risk

Pensioners ‘in the dark’ over how to protect their pots if markets tumble Many retirees are at risk of overlooking their pension finances by falling into an avoidable trap, according to new research. A third (36%) of people keeping their pension invested through retirement could be hit harder by falling markets as they do not have a cash safety net to…

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Supporting a worthwhile cause – WOMAC

Last night Russell, Matthew, Rebecca and Georgia attended an event at the Law Society in Chancery Lane, London in order to support a very worthwhile charity: WOMAC – Women on the Move Against Cancer. WOMAC supports different cancer projects each year and in 2019 the focus is supporting research into better understanding of, as well as supporting those diagnosed with, Epithelioid…

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Persistent presenteeism

Employees reluctant to stay at home when ill Workplaces are suffering from persistent presenteeism as up to 28 million employees may be coming into work when ill. Presenteeism remains a pervasive problem in UK office culture, as nearly half (47%) of employees surveyed reveal they didn’t take a sick day, according to new research[1]. Minor illness While there has been a…

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Different life events

Solutions that work as your priorities change over the years The future may seem far away, but you need to start planning early. Regardless of your goals, there are things you can do to increase your chances of success! We look objectively at your plans to provide solutions that work as your priorities change over the years and you go through…

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Emergency cash

Boosting women’s pension savings A million more women in their 20s could be saving adequately for retirement if they were able to access emergency cash from their pension, according to a new report[1]. The latest Women & Retirement report highlights that the current lack of flexibility in pensions is a barrier to saving and that introducing the ability to access funds…

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Who wants to be a millionaire?

Getting there could be easier than you think – but you’ll need to start young Parents could make their baby an adult millionaire by starting a pension pot when they are born. Children born this year could become millionaires by their 43rd birthday if their families contribute to a pension for the first 18 years of their lives[1]. The analysis found…

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Wealth sharing between generations

Redefining how millennials become more financially secure Millennials are set to redefine how wealth is shared between generations, according to new research[1]. Contrary to expectation, it is not millennials (aged 18–34) who appear to be under the greatest financial strain, with 44% saying they are ‘comfortable’ financially. In fact, the research shows they are trying to do the right thing. Three…

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Keeping it in the family…

Careful planning can reduce or even eliminate the Inheritance Tax payable Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early. You may want to keep an element of control when passing on your assets. You may want your money to be…

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Looking at the big retirement picture

Considering making contributions ahead of the tax year end? Investing for the future is vital if you want to enjoy a financially secure retirement, and it requires you to look at the big picture. Although pensions can be complicated, we will help you get to grips with the rules if you are considering making contributions ahead of the tax year end….

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For the life you want

Building up your nest egg is more discipline than difficult For today’s retirees, retirement has changed almost beyond recognition since their parents’ day. Building a retirement fund requires saving enough money to pay your bills and continue living comfortably when you are no longer drawing an income. The thought of it may be daunting; it can feel like an impossible mission….

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