Retirement Planning Posts

5 Things to Consider Before Becoming Self-Employed

The gig economy is on the rise*, meaning more and more people are choosing to become self-employed, whether for the flexibility or out of necessity as traditional job roles dwindle and morph.

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A Short Guide to ISAs

Whether you’re getting a foot on the property ladder, or saving for retirement, ISAs or ‘Individual Savings Accounts’ can be a tax-efficient way of setting aside money for the future. As it stands in 2020, you are currently allowed to place up to £20,000 across different ISAs each tax year.

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Could Redundancy Mean Taking Early Retirement?

Along with furlough schemes and business bailouts, redundancy has been a very real part of 2020. Redundancy carries with it a certain set of rules, including redundancy pay for anyone who has been at their job for two years or more. This is usually:

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Moving Abroad: A Financial Checklist

Since the EU referendum, emigration from the UK has been steadily increasing, reaching a ten-year high last year.

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Why Talking About Money Matters

This week is national Talk Money Week, an opportunity to have open, honest conversations about money with the people you care about. According to the campaign, 9 in 10 adults in the UK don’t feel comfortable talking about money, despite events like the coronavirus pandemic making these conversations all the more important.

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Where is My Pension Being Invested?

A growing sense of social responsibility and increasing climate awareness has seen many people looking to shift their investment portfolios towards ethical and ESG (environmental, social and governance) funds. 

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An Introduction to Equity Release

An Introduction to Equity Release For many people approaching retirement, having access to some extra income is often a priority. Equity release is frequently offered to people in later life to ‘unlock’ some of the value of a property, providing a cash lump sum in return.

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4 Financial New Year’s Resolutions

It’s a brand-new year, and it’s traditional to make resolutions. After the Christmas break many of us find our bank balances suffering slightly due to shopping as well as eating and drinking. Financial resolutions can help to structure spending and help plan the year – or possibly even further ahead, effectively.

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How to Trace a Lost Workplace or Personal Pension

The most important part of planning for retirement is knowing how much money you will have available. Travel, healthcare, day to day living – these all depend on what you have saved and will have coming in from any pensions you may have.

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