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4 valuable pension lessons younger generations can learn from the regrets of the over-50s

Those nearing retirement have plenty of lessons to teach younger generations. A survey asking over-50s how they feel about their pension and retirement plans has highlighted some regrets workers could learn from. When you’re in your 20s, 30s and 40s, retirement can still seem like it’s a long way off and it can lead to […]

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Investment market update: March 2022

Throughout March, the war in Ukraine continued to dominate headlines and affect investment portfolios around the world. Many companies, from well-known businesses like L’Oréal and Coca-Cola to smaller firms, have withdrawn operations from Russia, including online sales. Others, such as Unilever and Nestlé, have halted investment in the country but are continuing to provide some […]

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Doctor’s orders: Why medical professionals are prescribing trips to national parks

When you go to the doctor feeling under the weather, what do you expect? A prescription to take to the pharmacy or some additional tests perhaps? Doctors in Canada are taking another approach by handing out passes to the country’s stunning national parks to improve the health of some of their patients. The initiative, called […]

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3 interesting pieces of data that show why you shouldn’t panic during market volatility

Over the last two years, investors have experienced a lot of volatility. If you’ve been tempted to change long-term plans, data can highlight why you shouldn’t panic. At the start of the Covid-19 pandemic, markets fell sharply, and investors continued to experience volatility as the situation and restrictions changed. Just as things were slowly getting […]

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“Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities

Individuals aged between 40 and 60 – dubbed “midlifers” – are facing time and financial pressures as they try to support their families. Many are feeling the strain and don’t have the resources to focus on their own goals, and financial planning could help. According to a survey from Legal & General, 6 million midlifers […]

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HMRC refunds £42 million in overpaid tax to pensioners. Have you paid too much?

When you retire, your income may be coming from multiple sources, and it may not be regular. This can lead to some retirees being overtaxed. While you can claim back overpaid tax, it could affect your plans and you may not realise you’ve paid too much. Understanding your tax liability can help you manage your […]

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