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Over-65s set new employment record

Latest data from the Office for National Statistics reveals that more people than ever are working beyond the age of 65. Will your retirement income be enough, or will you be working after age 65?

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Pension tax relief knowledge gap

HMRC has released unpublished research revealing many misunderstandings around pension tax relief, including workplace contributions and government top-ups. How well do you understand the pension tax relief available to you?

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Auto-enrolment: an unusual success story

The success of automatic pension enrolment was recently underlined by new data from the ONS, but if you’re self-employed or only making minimum contributions, you may need to review your retirement planning.

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The state of retirement in 2022

An annual survey has provided an interesting snapshot of people who have or plan to retire in 2022. Are your #retirement plans on track? Wherever you are in your planning, the research offers some important insights.

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Happy new (tax) year?

The new year is a time of resolutions and the same is true of the new tax year, but from a personal financial standpoint, the 6 April does not signal a positive outlook. How prepared are you for the taxing times ahead?

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