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Retirement planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

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 do before April 2020: your essential six point financial planning checklist

Head of UK Financial Planning, David Goodfellow outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2020.

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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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Boost your pension by making use of unused pension allowance

In this article we talk about how to maximise your personal pension tax relief, check your unused pension allowance and follow the pension carry forward rules. 

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Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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