WHAT’S YOUR RETIREMENT DREAM?
Research has shown that the ultimate retirement dream for most is straightforward: enduring financial security.
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INVESTING: ADOPTING AN OLYMPIC MINDSET
The countdown is well and truly underway to this summer’s Olympic and Paralympic Games in Paris when we are all sure to be watching in awe as the world’s leading elite athletes showcase their talents. This exciting event highlights the dedication, discipline, and strategic planning that athletes embody to reach the pinnacle of their sports. Interestingly, these very attributes can be remarkably beneficial to investors aiming to enhance their financial wellbeing.
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Focusing on self-actualisation in retirement
To enjoy a financially secure retirement, it’s important to spend time doing some in-depth thinking well in advance to determine your goals and requirements in order to achieve the lifestyle you dream of. You need a robust financial plan.
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AI & Scams
Although there is much excitement surrounding the advent and development of artificial intelligence (AI), there are some serious risks involved – namely, the prevalence of scams that are becoming increasingly sophisticated.
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The surging cost of retirement
According to the Pensions and Lifetime Savings Association (PLSA)1, a ‘moderate’ standard of living that includes £55 per week on groceries, a two-week all-inclusive holiday, £10 a week on takeaways and £100 a month to take others out for a meal, could cost a single person £31,300 a year, which is £8,000 more than last year. For couples, £43,100 a year is required to live at this standard.
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New Pension Tax Framework
Discover the key changes to the UK's pension tax framework that came into effect 6 April 2024 and how they impact your retirement planning.
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Wealth Transfer Gains Momentum
Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably heightens the need for carefully considered intergenerational financial planning as assets continue to flow down the generations.
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Developing Your Retirement Strategy
Have you developed a retirement strategy yet? Whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is essential to secure financial stability and peace of mind when you stop working.
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Calling All Savers – Make sure your Pension is on Track
Making sure your savings are on track for retirement is crucial. The good news is that there’s been an uptick in 45-54-year-olds taking action to save more for retirement, according to a recent study.
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New tax year: Spring clean your finances
As the calendar pages turn to a new tax year, it’s a perfect moment for a bit of financial spring cleaning. With the arrival of the new tax year, there’s a fresh opportunity to review, reset, and rejuvenate your financial strategy. Whether you’re aiming to grow your savings, optimize your investments, or just get a clearer picture of where you stand, now is the time to take action. Here are some the things to consider early on in a new tax year.
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