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Making the most of a lump sum windfallMuch will depend significantly on your goals, needs and long-term aspirations Receiving a substantial lump sum of money – whether […]
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Pension funds and the path to net zero
Survey pinpoints several barriers threatening pension funds’ progress Sixty-five per cent of pension funds recently surveyed by the Pensions and […]
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Planning for your dream retirement
Whether that’s adventure, relaxation or simply a slower pace of life Many of us eagerly await the day we can […]
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Investing isn’t a one-size-fits-all approach
Why timing the market could be holding you back Are you considering delaying your next investment until the market drops? […]
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Practical financial planning for busy mums
The road to robust financial health, even when you’re juggling the demands of family life Motherhood comes with countless responsibilities, […]
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How to boost your chances of early retirement
Maintaining a strong commitment to your long-term goals Early retirement is an ambitious but attainable goal, provided you adopt the […]
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Pensioners set for income boost, but watch out for the tax trap
Could you lose out on tax-free allowances for other income? Many pensioners will enjoy another uplift in their State Pension […]
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Financial planning in your 70s
Striking the balance between living comfortably and preparing for unpredictable eventualities Entering your 70s is a significant milestone, a time […]
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From crisis to resilience
Building a solid financial plan The financial crisis of over a decade ago shaped global markets. They faltered and stumbled […]
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Understanding state pension rights and inheritance
The topic goes beyond the basics—there are numerous layers to uncover For many, the intricacies of the State Pension remain […]