Knowledge and Resources

2021 Budget Report

We are pleased to share this overview of the 2021 Budget announced by Rishi Sunak on 3rd March.

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Why Are Review Meetings So Important in 2021?

For many people, 2020 brought a renewed need for a safety blanket for their financial future, emphasising the importance of having a solid foundation in their financial plan. One constant barrier people face after they’ve begun the process of financial planning, however, is the confusion around review meetings. Review meetings can sometimes be seen as […]

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Understanding complex occupational pension schemes & the importance of expert advice

As one of the small number of Certified Pension Experts across the UK, I understand all too well how complicated pensions can be, which is why finding a qualified, accredited adviser is so essential. There are a range of pensions and pension needs, from Defined Contribution and Defined Benefit/Final Salary pensions to SIPP and SSAS […]

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Are you clear on your Tax Allowances?

Tax can be complicated, being sure of your allowances is important. This handy Tax card will help you review allowances for the current tax year (2020-2021) which ends on 5th April 2021. Please do treat this as a guide only and seek Professional advice before making tax decisions. If you want to check that you […]

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Why should children learn about money?

How can you teach children about money and why is it so important? In this video Rob Gardner, Director of Investments at St. James’s Place, explains why educating children on where money comes from and how to look after it is so key to their future financial security.

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Why is compound interest so powerful?

Why is compound interest so powerful? Rob Gardner, Director of Investments at St. James’s Place, explains how it works and why it’s one of the keys to growing your wealth.

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Responsible investment after coronavirus

How the investment community can help advance the environmental gains that have come out of COVID-19

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Ways to help safeguard your financial future

How coronavirus has underlined the importance of always being prepared.

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The government’s furlough scheme, explained

How employers can benefit from the new measures to support businesses.

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Mortgages and coronavirus, explained

The most frequently asked questions around how COVID-19 is impacting mortgagors.

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