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Financial Planning Week

3-10 OCTOBER 2018


Five pension myths explained

There has never been a better time to have a pension plan. If you still need convincing that saving into a tax advantaged personal pension is a great way to save for your retirement or ‘life after work’, Niall Sharry, a Chartered Financial Planner from Acumen Financial Planning explains some of the myths

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Clashing couples

When two parties in a couple have wildly differing approaches to managing their money, how can financial planners help them to find common ground?

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Your financial planning questions answered

Certified Financial Planners™ answer some your questions about how you can plan for a better future

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Why small change now counts for the YOLO generation

Sophie Robson, Consultant, MRM, talks about the disconnect between what millennials want and what they can afford

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Getting ready for retirement

With retirement looming, do investors change their attitudes towards financial decisions?

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Bank of Mum and Dad matches mortgage lenders

Parents are lending so much to their children to buy property that the ‘Bank of Mum and Dad’ is now equivalent to a top-10 mortgage lender, a new study reveals

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Case study: Everyone needs life planning

Michael Fairweather CFPTM Chartered MCSI, founder of Real Life Financial Planning, provides an insight into the life planning process

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'Empty nester' age concern

Children returning to the parental home to live is a serious concern and causing new scenarios that need to be addressed in financial planning, including cashflow assumptions, says Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning

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Planning for an early retirement

Craig Palfrey CFPTM Chartered MCSI helps his client plan for his dream of working less, earning more and retiring early, through judicious insurance and pension planning and use of ISAs

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Not sure whether you need professional advice?

You can do some basic Financial Planning on your own, but there are many benefits of getting help from a professional planner.

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