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Financial Advice
Building an innovative, collaborative solution for UK retirement
The 2015 pension freedom reforms transformed the UK retirement landscape, empowering individuals to tailor retirement income strategies to personal needs. However, the reforms also introduced complexities...
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Financial Advice
How to help your clients financially plan for longevity in a changing world of work
How do different generations perceive retirement?
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Financial Advice
Freezing allowances and the state pension triple lock
How could potential freeze extensions impact pensioners?
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Financial Advice
Help your clients plan for their Curve of Life, not just for retirement
How does an individual’s life satisfaction change over time?
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Financial Advice
Today’s non-linear retirements require a different approach
With longevity increasing, experts urge a shift away from the ‘one-size-fits-all’ 4% withdrawal rule, advocating for flexible, personalised strategies.
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Financial Advice
Tackling retirement income challenges and finding opportunities
Understanding cash flow, policy changes, and client needs is essential for effective retirement planning.
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Financial Advice
Does emotional intelligence offer advisers an edge?
James Woodfall explains why emotional intelligence is a critical skill that enables financial advisers to build trust and deliver better outcomes.
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Financial Advice
What are the needs at each stage of a retirement journey?
From accumulation and protection to resilience and stability, retirement planning must evolve to align with the individual’s needs.
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Financial Advice
The psychology of retirement
Emotional intelligence can help build deeper trust with clients and better understand their financial goals.
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Financial Advice
How can post-mortem tax planning preserve ISA benefits?
Understanding ISA tax breaks available on death can help preserve a range of benefits for surviving partners.
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Financial Advice
IHT changes spark succession rethink
New rules have made business succession planning more critical than ever.
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Financial Advice
Estate planning with Family Investment Companies
Explore how Family Investment Companies can offer high-net-worth families a tax-efficient, controlled approach to transferring wealth across generations.
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