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Planning for the Future

Getting your finances in order and planning for the future is key to your financial wellbeing. Read tips, guides, news, and blogs about long-term investing and saving.

Approaches to Managing Your Pension Pot in Retirement

Created on: 29/01/2025
Updated: 31/01/2025
Finding the best approach to managing your pension pot can help to secure financial longevity, as well as peace of mind, in the run up to your retirement.
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How to set up a SIPP

Created on: 24/01/2025
If you’ve done your research and you’re ready to start your own personal pension, here’s how you open your new Self-Invested Personal Pension. On your marks, get ‘SIPP’, Go!
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Should I transfer my pension?

Created on: 21/01/2025
Updated: 29/01/2025
If you’re approaching the end of your working life and are now turning your attention to enjoying a sweet, comfortable retirement — organising your pension pot(s) may be a beneficial step before you start taking your money out. See if transferring your UK pensions could be the right choice for you.
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SIPP vs workplace pension: understanding the difference

Created on: 07/01/2025
Updated: 29/01/2025
Explore the key differences between SIPPs and workplace pensions, their benefits, and how they can work together to strengthen your retirement planning.
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What is a Cash ISA? The Complete Guide

Created on: 12/12/2024
Updated: 03/02/2025
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What happens to my SIPP when I die?

Created on: 25/03/2022
Updated: 17/02/2025
If you’re looking to make the most out of your Self-Invested Personal Pension, knowing what happens to it when you die could help you do just that.
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How to find old pensions: pension tracing made easy

Created on: 28/07/2021
Updated: 09/12/2024
If you’ve lost a pension then you might be glad to know it’s easier to find it than you might think.
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What is a Stocks and Shares ISA?

Created on: 12/03/2021
Updated: 18/12/2024
Your definitive guide to investing with the help of a Stocks and Shares ISA. If you’ve never invested before, but are ready to jump in, here’s what you need to know and how it compares with other investment options out there first.
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What is a pension?

Created on: 28/10/2020
Updated: 06/09/2024
The Complete Pension Guide; everything you need to know about pensions.
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SIPP vs Stocks and Shares ISA

Created on: 05/03/2020
Updated: 29/01/2025
If you’re looking to make the most of your money, investing in a tax-efficient way by using an ISA (Individual Savings Account) or a SIPP (Self-Invested Personal Pension) could help.
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Can I have a SIPP and a workplace pension?

Created on: 31/01/2025
If you want to get a potential head start on retirement, this article explores how having a SIPP (Self-Invested Personal Pension) and workplace pension could help you do just that.
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GIA vs Stocks and Shares ISA: How Should You Invest?

Created on: 30/01/2025
Updated: 31/01/2025
Even though they’re similar in many ways, understanding the key differences between a GIA vs ISA could impact how you choose to invest your money.
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How to Open a Stocks and Shares ISA: A Step-By-Step Guide

Created on: 20/01/2025
Even though the prospect of opening a Stocks and Shares ISA might seem daunting, it’s actually a pretty straightforward process.
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Can I Transfer My Old Workplace Pension to a SIPP?

Created on: 16/01/2025
Updated: 17/01/2025
Moving old workplace pensions into one place doesn’t have to be as daunting as it sounds — and could take the tiring out of retiring!
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The Benefits of a SIPP (Self-Invested Personal Pension)

Created on: 06/01/2025
Updated: 27/01/2025
If retirement planning is on your mind, and you’re wondering whether your workplace or State Pension will have provided enough money, you may have come across 'Self-Invested Personal Pensions' (SIPPs) while researching alternative pension options.
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