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The Need for Self Worth in Retirement
A lot of people talk about having an early retirement but for some that creates a bigger problem, what do you do with all that spare time? We often discuss the quantative side with clients, ie how much money…
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Saving a little bit more will go a long way
Many working age people in the UK could secure a financially comfortable retirement by making some small changes to their saving habits, according to new research published by the Department for Work and Pensions (DWP). While government…
Read moreAugust Market Commentary
Where to start this month’s market commentary? Until July 16th it was an easy decision: the happy, smiling face of German Chancellor Angela Merkel as her boys lifted the World Cup with a 1-0 win over Argentina.
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Looking forward to life in retirement and planning to avoid loneliness
A new Age UK survey has found that over one million people aged 65 plus in the UK describe themselves as always or often feeling lonely in retirement, an increase on the figures last year, and two…
Read moreNew flexible pensions: why we will not be spending them all at once…
Much has been written about the new dawn of pensions flexibility ushered in by the Chancellor in his last budget. Amidst the thunderous applause and cries of ‘long overdue!’ from most pension holders there were, however, stern…
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New ISAs: going the distance with new pensions – or delivering the knockout punch?
‘Out with the old and in with the new’ regimes The Chancellor’s March 2014 Budget may well go down as one of the most radically overhauling game-changers since Lloyd George ushered in the state pension in the 1908 Pensions…
Read moreJuly Market Commentary
June was a good month for British and Chinese manufacturing, a disastrous month for General Motors (GM) and sadly, the England team who can now be found on the beaches of the Algarve. At least they escaped…
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NISAs: a new phase for ISAs
Individual Savings Accounts (ISAs) enter a new phase from today, 1 July 2014. At present, ISA contributions for the 2014/15 tax year are capped at £11,880. The entire amount can be invested in a stocks & shares…
Read moreOver two million over-55 homeowners bank on downsizing
Up to 2.3 million homeowners aged 55 and over are banking on raising money from their homes through downsizing and on average hope to raise around £85,300 each from their property deals, according to new research from…
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Are you comfortable managing your own pension savings?
In a post-Budget survey, MGM Advantage revealed data showing the risk people are willing to take managing their own pension savings when rules over pensions come into force in 2015. 28% of the over 55s surveyed said…
Read moreOnly 3% of over 55s will blow the lot when they get access to their whole pension in 2015
New insight from fieldwork undertaken by MGM Advantage in March 2014, reveals the approach people are likely to take when they have full access to their pension pots for the first time, following the radical changes announced…
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June Market Commentary
Some months we sit down to write this report and think to ourselves, ‘Not much happened really…’ And then you get a month like the one that’s just finished where pretty much everything happened! Elections…
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