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Do you have multiple old pensions?You’re not alone — many people accumulate several pension pots during their career.Con...
06/05/2026

Do you have multiple old pensions?
You’re not alone — many people accumulate several pension pots during their career.
Consolidating them could mean:
✔ Easier management
✔ Lower fees
✔ Clearer retirement planning
But sometimes keeping them separate is better.

A little mid-week bit of wealth wisdom.
06/05/2026

A little mid-week bit of wealth wisdom.

May has arrived, bringing longer days, lighter evenings, and that subtle feeling of a fresh chapter.Traditionally, May D...
01/05/2026

May has arrived, bringing longer days, lighter evenings, and that subtle feeling of a fresh chapter.

Traditionally, May Day celebrates growth, renewal, and new beginnings—something we can all relate to, whether it’s in life, work, or plans for the future.
What’s something new you’re hoping to start this month?

Here is The Monetary Policy Committees decision on the interest rate. Source | Bank of England (30/04/2026)
30/04/2026

Here is The Monetary Policy Committees decision on the interest rate.

Source | Bank of England (30/04/2026)

Honesty builds trust, whether it’s in conversations, relationships, or big life decisions.We believe things work best wh...
30/04/2026

Honesty builds trust, whether it’s in conversations, relationships, or big life decisions.
We believe things work best when everything’s clear, open, and easy to understand.
Just the way it should be.

What happens to your pension when you die?Your pension can usually pass to your nominated beneficiaries.Important factor...
29/04/2026

What happens to your pension when you die?
Your pension can usually pass to your nominated beneficiaries.
Important factors include:
• Your age at death
• The type of pension
• Who you nominated
With potential inheritance tax changes coming in 2027, reviewing nominations is more important than ever.

Feeling unsure about how to safely and effectively use   within your advice firm? Join our MD on this Consumer Duty Prac...
25/04/2026

Feeling unsure about how to safely and effectively use within your advice firm? Join our MD on this Consumer Duty Practitioner Forum webinar, hosted by Michael Lawrence, and joined by Claire Mellon FCIM to learn more.

You can register via https://lnkd.in/e8J2s-F7

Pension contributions come with tax relief.Here’s how it works:Basic rate taxpayer → 20% reliefHigher rate taxpayer → 40...
22/04/2026

Pension contributions come with tax relief.
Here’s how it works:
Basic rate taxpayer → 20% relief
Higher rate taxpayer → 40% relief
Additional rate → 45% relief
Example:
Pay £800 into your pension → it becomes £1,000 invested.
For higher earners, the relief can be even greater through tax returns.

22/04/2026

Google had its gold rush
Now we’re stepping into the GEO era
People aren’t just searching… they’re asking
And AI is deciding who gets heard.
If your content isn’t showing up in those answers,
your referrals are slowly fading into the background.
Time to rethink how you show up
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