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Warm outside? Don’t forget about the LTA freeze

 July 14, 2021
Summer, freedom and (hopefully) sunshine are all well on the way, but not planning for the Lifetime Allowance (LTA) freeze could cast a cloud over your finances. For the next five years (until April 2026), the pension LTA will be held at its current level [...]
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Have you updated your pension expression of wishes?

 June 17, 2021
If not, now is the time! Essentially, an expression of wishes allows you to designate one or more beneficiaries whom you would like to inherit your pension. While many people draw up an expression of wishes when they first open their pension, many forget that [...]
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Stay vigilant so it doesn’t happen to you

 May 25, 2021
Scams are still happening to many people. It can be tempting to think, “it won’t happen to me” but think again and stay vigilant! In the year to September 2020, Action Fraud received over 17,000 reports of investment fraud, totalling £657.4m in losses, up by [...]
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Don’t overdo pension drawdown

 May 17, 2021
With more than half of people in drawdown unaware they can vary their income or stop it altogether1, concerns have been raised that many are draining their retirement savings far too fast. Financial Conduct Authority data shows that the number of pension plans fully withdrawn [...]
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Vaccine sparks optimism among investors

 May 14, 2021
Spring has arrived and, for the first time in what feels like a long while, hope is in the air – and we are all certainly in need of it. Positively for investors, the signs are looking increasingly optimistic, with belief growing that we are [...]
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Outlook for 2021

 February 15, 2021
After perhaps the most extraordinary year that any of us has experienced, the outlook for the coming year is more than usually opaque. We are usually able to draw on established valuation metrics and historic parallels to provide a basis on which to form opinions [...]
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Looking forward to a new year

 January 14, 2021
As a new decade dawned, we could not have foreseen what the year would hold in store for us. A year on, there is growing positivity for 2021, but we mustn’t forget what our experiences of the last 12 months have taught us.
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Be scam aware

 August 7, 2020
Several UK bodies, including the Bank of England, National Crime Agency and the Financial Conduct Authority (FCA), have warned people to be particularly vigilant about scams, many of which are targeting vulnerable people, such as those who have lost their jobs or are under greater financial pressure in the current climate.
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