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Guide: 7 useful questions if your employees plan to take a flexible income from their pension
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Guide: 7 useful questions if your employees plan to take a flexible income from their pension

When your employees start to access their pension, how will they take an income? One of their options may be to withdraw a flexible income that suits their needs through a flexi-access drawdown. A flexible income puts them in control and means they can adjust how [..]


Guide: 10 magical life and money lessons you can learn from Disney
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Guide: 10 magical life and money lessons you can learn from Disney

The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films. From humble beginnings, the company has gone on to become one of the most [..]


Guide: Intergenerational wealth planning
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Guide: Intergenerational wealth planning

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. Intergenerational planning can be complex. [..]


Smart Money September/October 2023
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Smart Money September/October 2023

Welcome to our latest edition of Smart Money for September/October 2023. In this issue, we look at investment bonds and explain how they offer several benefits that some investors may be missing out on, which have become even more beneficial due to recent [..]


Remortgaging: The essential steps you should take when your mortgage deal ends
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Remortgaging: The essential steps you should take when your mortgage deal ends

If you’ve used a mortgage to purchase property, switching your mortgage to a new lender – called a “remortgage” – is likely to be a task you’ll do several times. Often mortgage deals will last for a fixed period. So, over a full mortgage term that may [..]


Your guide on how to manage the harmful effects of inflation on your wealth
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Your guide on how to manage the harmful effects of inflation on your wealth

Over the last year, inflation has been high. It’s likely to have affected your day-to-day costs, and it could harm your long-term wealth too. In November 2021, the BoE’s base interest rate was just 0.1%. Following a series of rises, it stood at 4.5% as of May [..]


Your guide to organising affairs
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Your guide to organising affairs

While dealing with the loss of a loved one, organising their affairs can be overwhelming. You may also need to make decisions and provide information to authorities and services. This guide is designed to help you understand what action you may need to take [..]


Smart Money May/June 2023
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Smart Money May/June 2023

Welcome to our latest edition of Smart Money for May/June 2023. In this issues, if you are a UK resident planning for your retirement, it’s important to be aware of the State Pension changes that have taken effect in the new tax year. From April, the amount you [..]


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