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Retirement Planning for Gen X, Y & Z
Retirement Planning for Gen X, Y & Z
Categories Expert Guides 

Retirement Planning for Gen X, Y & Z

Pensions and Retirement Planning are rarely subjects that people relish discussing, especially when they are young or just entering the...

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Approaching Retirement Guide
Approaching Retirement Guide
Categories Expert Guides 

Approaching Retirement Guide

We believe that all investors should understand their retirement options well before they actually reach their proposed retirement date. Asset...

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How Do I Prepare for Retirement?
How Do I Prepare for Retirement?
Categories Articles 

How Do I Prepare for Retirement?

One of the greatest financial worries, for many of us, is preparing for the transition from the world of work...

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Are You Entitled to a UK State Pension?
Are You Entitled to a UK State Pension?
Categories Articles 

Are You Entitled to a UK State Pension?

Anyone who has worked for 3+ years in the UK is entitled to a UK state pension

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Beware The State Pension Trap
Beware The State Pension Trap
Categories Articles 

Beware The State Pension Trap

A potential tax/benefits trap exists that Irish Financial Planners should consider when recommending a personal investment portfolio (as distinct from...

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Annuities Get A Bad Rap, But Is It Time To Look More Closely?
Annuities Get A Bad Rap, But Is It Time To Look More Closely?
Categories Articles 

Annuities Get A Bad Rap, But Is It Time To Look More Closely?

Purchasing an annuity at the point of retirement is rarely considered in 2022. Advisors often dismiss the idea of an...

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Is It Pension Season For Everyone?
Is It Pension Season For Everyone?
Categories Articles 

Is It Pension Season For Everyone?

Traditional retirement planning isn’t the correct fit for everyone. There are broadly three cohorts of people, each requiring a different...

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Right Time to Start a Pension?
Right Time to Start a Pension?
Categories Articles 

Right Time to Start a Pension?

Most articles of this nature, around the world, will talk about starting your pension early and the benefits of compound...

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Pension FAQs
Pension FAQs
Categories Articles 

Pension FAQs

Some of the most common questions we're asked about pensions...

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