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Retirement & pensions

Our expert wealth planners shared their advice on pension planning and preparing for retirement. Read our educational content here.

Keep on track with your retirement goals: five key tips
1 October 2024 in Retirement & pensions, Wealth/financial planning

Know your retirement goals, but not sure if you’re on track? Check out these expert tips to help you maximise your dream retirement.

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The secrets of calculating a wealthy retirement
22 August 2024 in Retirement & pensions, Wealth/financial planning

Find out the secrets to a wealthy retirement and use our handy calculator to find out how much money you’ll have when it comes to retiring.

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Your guide to investing close to retirement
17 June 2024 in Retirement & pensions, Wealth/financial planning, On-demand events

As your retirement approaches, your previously organised plans may need revising with the help of advice and a personal Wealth Planner.

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Your guide to investing during retirement
17 June 2024 in Retirement & pensions, Wealth/financial planning, On-demand events

Making your money work the best for you doesn’t stop once you’re retired. Continuing to grow your wealth after finishing work can be vital to ensure your legacy. 

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Are you up to date with the latest pension rule changes?
22 April 2024 in Planning ahead, Retirement & pensions, Wealth/financial planning

Pensions are among the most tax-efficient ways to invest for your future. But pension rules are complex – and the most recent changes in legislation have made them even more challenging. What do the new rules mean, and could you benefit from them?

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.