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Investment funds often make up an important part of an investment portfolio and overall financial plan. If you’re not sure how they work or why they can complement your goals,…

Those nearing retirement have plenty of lessons to teach younger generations. A survey asking over-50s how they feel about their pension and retirement plans has highlighted some regrets workers could…

Figures suggest that workers nearing retirement could find they’re facing a significant income shortfall later in life. Understanding how your pension savings will add up before you retire is crucial…

Throughout March, the war in Ukraine continued to dominate headlines and affect investment portfolios around the world. Many companies, from well-known businesses like L’Oréal and Coca-Cola to smaller firms, have…

Over the last two years, investors have experienced a lot of volatility. If you’ve been tempted to change long-term plans, data can highlight why you shouldn’t panic. At the start…

Individuals aged between 40 and 60 – dubbed “midlifers” – are facing time and financial pressures as they try to support their families. Many are feeling the strain and don’t…

The 2022/23 tax year has only just started, but you should already start thinking about how you’ll use your allowances over the next 12 months. It can help maximise your…

If you’re nearing retirement, you may be starting to think about planning the next stage of your life. What steps spring to mind? You may prioritise organising your pension, claiming…

If you opened a defined contribution (DC) pension in the 1990s or 2000s, the charges you’re paying could be higher than comparable pensions opened more recently. Between now and your…

Since the start of 2022, you’ve probably noticed that global markets – and perhaps the value of your pension or investments – have been a little uncertain. Over the last…