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Running out of money tops retirement concerns, but financial planning could bring peace of mind
If you’re concerned about running out of money during retirement, you’re not alone. In fact, it’s one of the top financial concerns in the UK.
Company news
What you need to know about taking your pension tax-free lump sum in 2024/25
Taking a tax-free lump sum from your pension could be a fantastic way to kickstart your retirement plans. If it’s something you’re thinking about, it’s…
Company news
Retirement planning: Bringing together your goals and finances
Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be unsure how to bring everything…
Company news
The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
Pension savers dubbed “triple defaulters” could be overlooking small changes to their pension that may make their long-term finances more secure. Have you reviewed these…
Company news
Investment market update: December 2023
Many markets rallied during December based on the expectation that interest rates will start to fall in 2024. Read on to discover what else may…
Company news
Investment market update: August 2022
High levels of inflation and concerns economies will experience recessions later this year continue to affect investment markets. While the stock…
Company news
The essential guide to the university application process for parents
As the new school year begins, it might be a good time to start thinking about your child’s future if they want to…
Company news
Market volatility can be attention-grabbing, but you should focus on these 3 areas instead
The last couple of years have been challenging for investors. Factors outside of your control are likely to have led to your portfolio…
Company news
Why saving your pension could reduce a potential Inheritance Tax bill
When you start thinking about how you’ll create an income in retirement, it’s probably your pension that comes to mind. Yet, if your…
Company news
1 in 3 savers worry they’ve “lost” a pension. Here’s how to track them down
It can be easier than you think to lose your retirement savings. In fact, estimates suggest thousands of savers have forgotten about pensions…
Company news
7 compelling reasons you should seek financial advice at retirement
Some of the decisions you make as you retire could affect your income and lifestyle for the rest of your life. Yet, data…
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