4th January 2016

Finding the right mix of tax-efficient investments We all have our own financial goals, so it’s important to find an approach that suits our current financial situations and future plans by finding the right mix of investments to achieve them.

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4th January 2016

Cuts for people who go abroad for over a month People who go abroad for over a month will no longer be eligible for pension credit. At present, housing benefit and pension credit recipients can go abroad for up to 13 weeks while continuing to receive payouts.

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4th January 2016

Taking a long-term view to wealth creation Stock markets can be unpredictable. They move frequently – and sometimes sharply – in both directions. It is important to take a long-term view (typically ten years or more) and remember your reasons for investing in the first place.

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4th January 2016

Concerned about the financial aspects of retirement planning? With all the talk and concern about dwindling retirement funds and our shaky economy, many retirees and soon-to-be-retired boomers are concerned about the financial aspects of retirement planning. These are 10 steps to give you a brighter retirement.

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4th January 2016

Building a consistent, long-term and well-diversified investment strategy To make the most of your investment opportunities, allow your lifestyle and not stock market fluctuations to dictate your investment approach. Your goals are what count, so keep them firmly in mind when you make financial decisions. 

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4th January 2016

Time-tested method for controlling risk over time It’s natural to be looking for ways to smooth out your portfolio’s returns. Investing regularly can smooth out market highs and lows over time. In a fluctuating market, a strategy known as ‘pound-cost averaging’ can help smooth out the effect of market changes on the value of your […]

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4th January 2016

Consolidating pensions Most people, during their career, accumulate a number of different pension plans. Keeping your pension savings in a number of different plans may result in lost investment opportunities and unnecessary exposure to risk. However, not all consolidation of pensions will be in your best interests. You should always look carefully into the possible […]

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4th January 2016

You now have more options than ever before to help you find a solution For many people, retirement now represents an opportunity to realise life-long ambitions, pursue new passions or help family members with their income needs. Since pensions freedoms, you now have more options than ever before to help you find a solution.

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4th January 2016

Make sure that any changes in your attitude to risk are accurately reflected It is important to carry out regular portfolio reviews to consider the suitability of your investments and to make sure that any changes in your attitude to risk are accurately reflected. Over time, your attitude to risk is likely to change. If […]

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4th January 2016

Not sacrificing your life principles in exchange for chasing the best financial returns For investors concerned about global warming and other environmental issues, there are a plethora of ethical investments that cover a multitude of different strategies. The terms ‘ethical investment’ and ‘socially responsible investment’ (SRI) are often used interchangeably to mean an approach to […]

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