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Retirement & pension planning

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

The ideal time to review your financial planning arrangements

Has COVID-19 affected your financial plans? Our Head of UK Financial Planning, David Goodfellow explains why you should review them now.

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What to think about when reviewing your retirement plans

If you’re thinking, ‘But retirement is miles away’ or ‘I haven’t reviewed my pension for a while’ it may be time to consider your options. It’s never too early to start planning ahead or to review your existing pension arrangements.

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The COVID-19 and infrastructure Budget

Our Head of UK Financial Planning gives key takeaways from the 2020 Budget.

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Exploring the future – retirement with Baroness Ros Altmann

As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.

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Wealth planning tips for the new tax year - spring clean your finances

April: the first full month of spring, and a great time for wealth planning tips. With January’s resolutions now a distant memory, this is an ideal time to spring clean your finances, make use of new tax allowances and start the new financial year on the right foot.

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How is our aging population impacting average wealth at retirement and average retirement income?

State pensions are becoming less generous. Traditional employer pensions are falling by the wayside. And there are fewer young people to fund the pensions of our ageing population. Our guest contributor Baroness Ros Altmann, CBE and former Minister of State for the Department for Work and Pensions, considers the facts about retirement, and explores the notion that the ‘magic age’ beyond which we no longer work has become a thing of the past.

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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.