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From time to time, we produce information for clients on a number of topical and important issues, some of which can be found below:

Grandparents’ National Insurance boost could be worth up to £5,000 - June 24, 2019
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A Freedom of Information (FOI) request has revealed that thousands of grandparents may be missing out on a boost to their state pension. The ‘specified adult childcare credit’ gives a grandparent and some other guardians National Insurance credits if they care for a child under the age of 12 when their parents are at work. … Continue reading Grandparents’ National Insurance boost could be worth up to £5,000


Only a third of Gen Z has more than £1,000 put away - June 24, 2019
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According to new research around two-thirds of people from Generation Z (those born between the mid-1990s to mid-2000s) have less than £1,000 in savings. As many of these young adults leave full-time education and start work it is a worrying trend that so few have any form of significant saving, even though more than 40 … Continue reading Only a third of Gen Z has more than £1,000 put away


Blunder in state pension age rise could cost some women up to £9,000 in lost income - May 20, 2019
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According to a new report by Money Mail, thousands of women may find that their returns on private pensions may be lower due to the change to their official retirement age. Those most likely to be affected are workers approaching the end of their careers, whose pension fund is moved into safer, but less profitable … Continue reading Blunder in state pension age rise could cost some women up to £9,000 in lost income


Number of retirees exploring pension freedoms and equity release is on the rise - May 20, 2019
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According to several recent studies, those in retirement are enjoying a multi-billion-pound boom in income as they use equity release and pension freedoms. New figures from the Equity Release Council (ERC) indicate that last year the number of people choosing to release money from their homes rose by around a quarter helping retirees to unlock … Continue reading Number of retirees exploring pension freedoms and equity release is on the rise


Lack of savings leaves thousands at risk from large bills - April 23, 2019
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A new survey has found that around six in 10 workers in the UK do not have sufficient savings to cover the cost of a large, unexpected bill. The study of more than 10,000 employees, produced by the Yorkshire Building Society in partnership with Salary Finance, found that 60 per cent of people say they … Continue reading Lack of savings leaves thousands at risk from large bills


Retirees without a private pension could be facing £68,000 shortfall - April 23, 2019
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According to new research by Nationwide Building Society, future pensioners are at risk of underestimating the amount they need to save to retire comfortably by more than £68,000. The building society’s survey found that 33 per cent of middle-aged savers, who will soon be approaching retirement, believe that they will be able to live on … Continue reading Retirees without a private pension could be facing £68,000 shortfall


Annual state pension rises may not be passed on to pensioner ex-pats post-Brexit - March 19, 2019
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The former pensions minister, Ros Altmann, has warned thousands of British pensioners living in the European Union that they may lose out on state pension increases as a result of Brexit. According to Ros Altmann, the UK Government has so far only agreed to pay pension increases on a reciprocal basis with other EU member … Continue reading Annual state pension rises may not be passed on to pensioner ex-pats post-Brexit


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