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8 October, 2026 Lessening the impact of the end of the triple lock

In his first speech to the Labour Party conference as Prime Minister, Andy Burnham signalled that the State Pension triple...

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24 September, 2026 Getting your affairs in order

Research from the Money and Pensions Service shows that 53% of adults aged 50-64, and 22% of those aged 65...

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17 September, 2026 Timing your entry into investment markets

One of the key decisions facing an investor wishing to make a lump sum investment is the timing of that...

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7 September, 2026 The case for spreading risk

Technology stocks have, once again, been the driving force behind the strong market returns over recent months. The rapid expansion...

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7 September, 2026 When should tax start driving your investment decisions?

“Don’t let the tax tail wag the investment dog” has long been a sensible way to approach financial planning. To...

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27 August, 2026 New regime emphasises the benefits of pension consolidation

In a previous edition of Wealth Matters, we highlighted the benefits of a streamlined retirement plan, where pension pots accumulated...

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