Insights

Trending – ‘living legacies’

7th December, 2022

Over-55s are increasingly looking to help their families out financially while they are still alive,…

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Pensions update

22nd November, 2022

Recently released research1 suggests UK consumers are becoming more knowledgeable about pensions and prepared to…

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Your retirement – no two are the same

17th October, 2022

The Class of 2022 retirement report1 provides a riveting insight into the plans and thoughts…

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Your retirement – you reap what you sow

16th September, 2022

Hindsight, they say, is a wonderful thing and that is certainly true for many retirees…

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Mortgages for over-65s – mission possible!

16th September, 2022

Are you over sixty-five and finding it challenging to get a mortgage? You’re certainly not…

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The great bungalow shortage

9th September, 2022

Demand for bungalows has increased over 60% in 20221, while supply has flattened, meaning prices…

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Vast number of pensioners holding ISA savings in cash

9th June, 2022

An alarming set of data has come to light. Over three million pensioners are holding…

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Taking positive steps to achieve financial freedom

23rd May, 2022

When are you thinking of retiring? With many pre-retirees reassessing their lives and priorities in…

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Money – In the news

11th May, 2022

Savers say goodbye to £34m in LISA bonuses  During the 2020/21 tax year, HMRC reclaimed…

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Wealth – In the News

5th May, 2022

Cautious optimism over 2022 dividend growth A recent report1 has revealed a dramatic rebound in…

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