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Welcome to our November / December 2022 edition. As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household finances is taking its toll. But it is essential to try to maintain a savings habit even in the current climate.
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- On page 6 we look at ways that grandparents are helping family members financially.
- On page 9 we provide 10 tips to help avoid financial scams.
- On page 10 we discuss the benefits of still contributing to a pension even in these tougher times.
- On page 12 we look at the growth of people investing in companies that focus on environmental, social and governance (ESG) factors
- On page 6 we look at ways that grandparents are helping family members financially.
Full Contents
03- WORKING 9 TO 5. More over-65s are still working than six years ago
04 – HOW TO MAXIMISE THE VALUE OF PENSION SAVINGS. Mistakes to avoid when you’re aiming to build your pension pot.
06 – PASSING WEALTH DOWN THROUGH THE GENERATIONS. Millions of retirees help out in cost of
living crisis.
08 – PENSION SAVING REVOLUTION. Auto-enrolment: celebrating a decade that has encouraged a culture of saving
09 – SPOTTING AN INVESTMENT SCAM. How scammers are getting more convincing
10 – DON’T ABANDON PENSION CONTRIBUTIONS AS PRICES RISE. Savers could miss out on thousands of pounds in retirement.
11 – PENSIONERS’ INCOMES. What is the average UK retirement income?
12 – INVESTING FOR POSITIVE CHANGE. More investors align investments with personal values
IT ALL STARTS WITH A FINANCIAL PLAN, TO HELP BRING YOUR GOALS TO LIFE
We’ll work together to develop wealth-building strategies that focus on what’s important to you, your needs and those of your loved ones.
We’ll
guide you through the complexities of building
your wealth to help ensure the decisions you
make today won’t compromise your vision for
the future. Contact us to know more.