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  • Retirement experience among over 55s

    Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, […]

  • Young women and retirement

    How much income will you need for a comfortable retirement? Almost a quarter (23%) of women in their 20s (aged […]

  • State pension awareness

    What payments can you expect to receive from the government later in life? In April 2024, the state pension rose by 8.5% […]

  • Changing retirement trends

    Why the concept of a ‘hard stop’ retirement is becoming less prevalent New research reveals that more than a quarter […]

  • Many Britons unaware of incorrect tax codes

    What you need to know to avoid discrepancies and potential financial strain According to research[1], almost a third of UK […]

  • Building financial confidence in children

    Sharing values and encouraging children to formulate their own Having a conversation with children about money early on helps them […]

  • Retirees supporting family and friends financially

    Nearly 40% support grown-up children, a spouse or partner, a parent, an elderly relative, or a friend When times are […]

  • Downsizing in later life

    Research highlights what people consider before making the decision Data has revealed that while a third of over-45s (29%) say […]

  • Only two-fifths of Britons know how to boost their Pension

    How much money will you have for retirement, where it’s invested, and what are you being charged? According to new […]

  • Minimise Inheritance Tax

    Allow your loved ones to benefit more from your accumulated wealth Effective planning minimises the burden of Inheritance Tax (IHT), […]

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