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Unlocking financial freedom Save, invest and grow your wealth for a secure future A Self-Invested Personal Pension (SIPP) is a type of personal pension that provides you with greater control over how and where your retirement savings are invested. While it operates similarly to a standard personal pension by allowing you to save, invest and […]
keep readingEvolution of bonds Increasing awareness of intergenerational wealth transfer A significant proportion of people (47%) plan to pass on their wealth to future generations, with over a third (38%) intending to transfer assets directly to their children, according to a new report[1]. However, many are unaware of how to do this in a tax-efficient way. […]
keep readingShow me the money £102.3 billion withdrawn flexibly from pension pots since 2015 Seven in ten people who withdrew funds from their pensions over the last decade were under 65, according to recent findings from the Department for Work and Pensions (DWP). The data highlights concerns about accessing retirement pots before reaching the State Pension […]
keep readingIs it time to invest in your grandchildren’s future? Protect their future with strategic planning to leave a lasting legacy Investing for your grandchildren isn’t just about giving wealth; it’s about creating opportunities and stability for their futures. Whether it helps fund further education, a home deposit or even retirement, strategic planning enables you to […]
keep readingWho will inherit your pension? Find out now! Understanding the importance of nominating a beneficiary A new study reveals a startling insight. As many as one in six (15%) individuals with a partner are unclear about who will receive their pension savings if they pass away before accessing them[1]. Even more concerning, this figure rises […]
keep readingFresh opportunities to maximise your savings potential Making the most of your new tax allowances for the 2025/26 year As we are now a few months into a new tax year, it presents new opportunities to maximise your money. With new tax allowances available and another year to benefit from tax-efficient savings, now is the […]
keep readingHow gut instinct is guiding financial futures A new report reveals that millions rely on guesswork when planning for retirement Millions of UK adults are approaching retirement more guided by intuition than by careful planning, according to recent report findings[1]. The research reveals that 1 in 6 people (16%) rely on gut instinct to determine […]
keep readingAre annuities included in your retirement income plans? Ensuring financial stability in your golden years An annuity converts pension savings into a regular income, providing financial stability in retirement. Annuities deliver guaranteed income, ensuring that retirees do not outlive their savings. Unlike drawdown pensions, which depend on market performance, annuities offer peace of mind through […]
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