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International Day of Happiness: 5 reasons to be optimistic
Saturday 20 March is the International Day of Happiness. After the challenges of 2020, we could all use something to make us feel a little more cheerful. Yet, despite doom and gloom dominating the headlines, there are reasons to be…
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43% of savers and investors don’t know where to find advice
We know that financial advice can change lives and help people achieve their goals. Yet, research from network Openwork found that more than two in five people don’t know how to access advice. It could mean they’re…
Read more2 top reasons why you shouldn’t just follow exciting investment fads
How many times have you heard or read about a particular stock that you should invest in? It can be tempting to follow exciting investment fads, but there are reasons why you shouldn’t. From speaking to a friend that’s made…
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Thousands will run out of money in retirement, will you?
Saving into a pension and accessing it comes with a lot of challenges as you need to think about how much income you need throughout retirement. Research from the People’s Pension suggests that looking at the bigger…
Read more6 tax allowances to use before 5 April 2021 to boost your finances
The current 2020/21 tax year will end on 5 April 2021. As a new year starts, many allowances reset. For some, it will be your last opportunity to use them. Using these six allowances before the deadline can help you…
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Investment market update: December 2020
2020 was a year marked by volatility and uncertainty. With everything that was going on, you might think that investors finished the year with losses. Yet, world markets ended the year almost 13% up. It’s a reminder that while short-term…
Read more10 motivational books to help you get the most out of 2021
What are your plans for 2021? Staying motivated when you’re working towards a goal can be challenging for everyone, but these ten books can provide a boost when you need it most. 1. Steve Jobs by Walter Isaacson You…
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Financial health check: How do you score?
How do you rate your financial security? When you think about your financial situation, what defines it as ‘healthy’? For 77% of Brits, financial success is having the financial freedom to do what they want without worrying, according to research…
Read moreHave you prepared emotionally for retirement?
Have you started preparing for retirement yet? If you’re nearing this milestone you may have contemplated whether your pension will be enough and how you’ll create an income. It’s often the financial side of retirement that people focus on. It’s…
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Beware of pension trap when accessing your pension before retirement
For most people, their pension becomes available at the age of 55, rising to 57 in 2028, even if they plan to work past this point. It means you can access your pension while still working, providing flexibility. However, thousands…
Read moreHow the inflation measure switch could affect your pension
From 2030, the government will stop using the retail price index (RPI) measure of inflation, instead, it will use the consumer prices index (CPI) measure. While this switch might not seem impactful, it could affect your pension income and other…
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The 2020/21 end of the tax year guide
The current tax year will end on 5 April 2021, a date when many allowances and tax breaks will reset. In some cases, it will be your last chance to use them. Making use of appropriate allowances can help you…
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