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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 Financial Conduct Authority data shows that the number of pension plans fully withdrawn [...]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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Your resolution for 2021 – become acquainted with your pension age(s)

January 8, 2021

Last October, phased increases to the State Pension age (SPA) reached 66 for both men and women, with further rises in the pipeline. And did you know that the minimum age for taking funds from a personal pension is also scheduled to rise in 2028?

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Don’t let the pandemic derail your retirement plans

August 7, 2020

The pandemic is having a far-reaching impact on all aspects of our lives, not least our finances. Although stock market volatility has posed challenges, you must not allow the outbreak to send your retirement plans off track.

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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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Tone up your finances in 2020

January 21, 2020

As we face the year ahead with great anticipation, thoughts of resolutions, often centred around lifestyle improvements and healthy living, usually feature high on our to-do lists. It’s all too easy to overlook the resolution to take stock and refocus on your finances. A new [...]

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Financial resolutions for a prosperous New Year

January 21, 2020

The New Year period is a common time for people to take stock of their finances and make resolutions designed to boost their financial wellbeing. And a new study has found the likelihood of success in this area is heavily linked to receiving professional advice [...]

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