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Insurance
August 2019
Protecting what matters
Insurance
August 2019
  Those dearest to us, and those financially dependent upon us If something should happen to you, the last thing you want is for you or your family to be worrying about money. One of the most important aspects of your financial planning should be to ensure that you’ve made provision for your family and any dependents in the event of a serious illness, injury or untimely death. Read full article
Pensions
August 2019
Thousands of retirees in drawdown lack of planning
Pensions
August 2019
  Have you worked out how much you can afford to take from your pension pot? Thousands of retirees shifting their pensions into drawdown are not taking basic steps to work out how much they can afford to take from their pot, putting them at risk of draining their savings too soon, according to new research[1]. Read full article
Financial Planning
August 2019
Planning for every eventuality
Financial Planning
August 2019
  Responding to situations rather than reacting to them As the saying goes, ‘People don’t plan to fail, but they do fail to plan.’ To enable you to achieve want you want to, whether that’s trying to lose weight, getting fitter or securing that promotion, having a plan and being prepared for every eventuality is a great way to help move you closer towards your goals. Read full article
Lasting Power of Attorney
August 2019
Making investment decisions into old age
Lasting Power of Attorney
August 2019
  Seven in ten retirees have not set up a Lasting Power of Attorney More than 615,000 pensioners are on course to make investment decisions into old age but new research[1] suggests tens of thousands have not set up a Lasting Power of Attorney (LPA), with seven in ten (70%) people in retirement not having set up an LPA. Read full article
Financial Planning
August 2019
Stocks & Shares ISA
Financial Planning
August 2019
  Helping you realise your long-term financial goals So you’re looking to accumulate a sum of money by investing. You may have a specific amount in mind. This could be to go towards helping to fund your child’s university fees or to pay for a trip of a lifetime. Read full article
Investment
August 2019
Wealth briefing
Investment
August 2019
  Making good choices with your life investments One of the golden rules of investing is to spread your money across a range of different asset classes. We’ve all heard the expression, ‘Don’t put all your eggs in one basket’. This approach means that if one or more of your investments rise you will benefit but, if they fall, there should be a degree of protection because, hopefully, some of your other holdings in different asset classes will be going up in value. Read full article
Equity Release
August 2019
Bolstering day-to-day retirement living
Equity Release
August 2019
  Releasing money from your home without having to move Equity release is a way of releasing money from your home without having to move, either by taking out a type of loan secured against your home or by selling all or part of your home to a home reversion company. Currently 1 in 51 people take out equity release loans to bolster their day-to-day retirement finances. The findings from a new survey[1] underscore the growing use of the loans to fulfil retirement plans. Read full article
Financial Planning
August 2019
Looking at the bigger picture
Financial Planning
August 2019
  Creating plans of action to ensure you reach your financial goals To be prepared for the road ahead, it’s critical to think about having a plan. For many people it’s not clear where their money will come from when they no longer receive a salary. And that can be stressful. When you add in the pressures of today’s bills and basic living costs, not to mention the nice things like holidays, the thought of the future can seem a bit overwhelming. Read full article
Divorce
August 2019
For richer, for poorer
Divorce
August 2019
  Divorced Britons regret splitting after new financial pressures hit home The pain of regret after divorce can be long-lasting, especially when you consider the life-long impact divorce has on your children, your finances and your emotions. All the problems, the arguing, the unhappiness, it is all over now that the divorce is final. Right? Not always. Read full article
Pensions Retirement
July 2019
What’s your magic number?
Pensions Retirement
July 2019
  Your five-year plan to a comfortable retirement Retiring is a huge life event. And the very concept of retirement is changing with phased retirement becoming more common. The way we access our pension is now a lot more flexible, and it’s no secret that in the UK we’re living longer than ever before which means we need to make the right choices. Read full article