Fact Sheets

Top pension tips if you’re about to retire

Top pension tips if you’re about to retire

 We spend our working lives building towards retirement. Choices we make today will have a big impact on the quality of our lives later on. If you only have a handful of years to go until you reach your retirement, it has never been more important to understand your...

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Preparing for the unexpected

Preparing for the unexpected

Protection should be a core part of your financial planWhen you think of financial planning, pensions and savings will spring to mind. But, whilst often overlooked, protection should be a core part of your financial plan.  If you are worried illness or injury could...

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Making inheritance gifts from surplus income

Making inheritance gifts from surplus income

Are you making use of this useful and much under-utilised exemption?If you want to make inheritance gifts from surplus or excess income, there is a useful and much under-utilised exemption that allows gifts over and above the value of £3,000 per annum to be made...

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Build your own financial plan

Build your own financial plan

Vision without action is merely a dreamHaving a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a plan to achieve...

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Plan the perfect retirement

Plan the perfect retirement

Creating a comfortable, secure retirement takes care and forethoughtIf you’re 10 to 15 years from retirement, you’re probably starting to think more about how you’ll spend your life after work. You might be contemplating travelling more, dedicating more time to your...

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Plan for tomorrow, live for today

Plan for tomorrow, live for today

Helping you achieve your financial goalsWhatever stage of life you’ve reached and whatever the status of your current financial situation, you could see a vast improvement in the future by setting financial goals. Most people are intrinsically motivated by goals and...

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How to future-proof your finances as a parent

How to future-proof your finances as a parent

A momentous event that can change every aspect of your financial stabilityThe corona virus (COVID-19) pandemic has had a shattering effect on the country. Future-proofing your finances can help you feel more secure about what lies ahead – whether that’s preparing for...

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Evolution of ESG investing

Evolution of ESG investing

Changing face of consumer ethics and behavioursThe coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half (51%) of advised UK adults, according a new report[1]. And while the trend is common across the...

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Creating wealth for children

Creating wealth for children

Investing isn’t just a luxury reserved for adultsSaving for a child today is a wonderful gift for their future. Whether you want to help them buy their first car, contribute to their first home or even set them up for a comfortable retirement, there is little more...

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