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Smart Money July/August
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Smart Money July/August

Welcome to our July/August edition of Smart Money. When your employees are planning for their retirement, it's important to keep in mind that pension savings can be a critical part of their financial strategy and are essential for ensuring a comfortable retirement. [..]


Guide: Individual Savings Accounts
Resources

Guide: Individual Savings Accounts

Welcome to our Guide to Individual Savings Accounts. This guide explains the changes to Individual Savings Accounts (ISAs) for the 2024/25 tax year. ISAs offer a versatile and tax-efficient way to save for the future, whether for yourself, your children, or your [..]


How your employees could find purpose and get the most out of their retirement
Resources

How your employees could find purpose and get the most out of their retirement

Retirement could be a long-awaited chapter in your employees' lives. They may have been dreaming about how to make use of the extra time, or perhaps they've already planned an adventure to kickstart their life after work. Yet, for many people, retirement can be [..]


Guide: Building a bigger pension pot
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Guide: Building a bigger pension pot

How your employees could take full advantage of the benefits and allowances available to help them to build a bigger pension pot. As we enter the 2024/25 tax year, this guide explores opportunities for employees to enhance their pension savings strategy, laying a [..]


Guide: The essential guide to mortgages
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Guide: The essential guide to mortgages

Most people who buy property use some form of mortgage. According to the Financial Conduct Authority (FCA), in the final quarter of 2023, the total amount borrowed through residential mortgages was £1,657.6 billion. While buying a property is exciting, your [..]


Smart Money May/June
Resources

Smart Money May/June

As we embark on the new tax year we consider why your employees reviewing their pension savings strategy presents an opportune moment to set a solid foundation for future financial stability. Early attention to their pension at the onset of the fiscal year is not [..]


Guide: 7 valuable behaviours for successful investing
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Guide: 7 valuable behaviours for successful investing

Our latest guide on the essentials your employees need to know about 7 valuable behaviours for successful investing. When your employees are trying to grow their wealth through investing, it's important that they remember that selecting the appropriate [..]


Guide: Family protection, your employees biggest asset
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Guide: Family protection, your employees biggest asset

Insurance is more than just a matter of numbers and premiums. It's a way to give your employees peace of mind. By implementing the right insurance policies, they can ensure their families have a financial safety net to rely on in case of unexpected events. This way, [..]


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