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Boosting income in retirement

Forward planning is the key

Always compare quotes from different annuity providers. Never buy an income for life from the firm that managed your pension savings without first checking that it is competitive and appropriate for your situation.
Ensure that annuity or pension providers take into account anything affecting your health, from smoking to a serious heart condition, as you may qualify for higher payments from an ‘enhanced’ or ‘impaired-life’ annuity.

Last Updated ( Thursday, 08 November 2007 )

The future global investment theme!

Taking responsibility for environmental and social issues has never been more popular in the investment world. Figures from the Investment Management Association (IMA) show that there has been a huge leap in the amount put into ethical funds in the last year.

Last Updated ( Thursday, 08 November 2007 )

News in Brief

Advertising campaign aims to reunite savers with lost money

National Savings & Investments recently launched an advertising campaign to try to reunite its customers with £435m that is sitting in lost and forgotten accounts.
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Income tax overpayments

Approximately 1m people are being advised to check their tax returns because of widespread errors by HM Revenue & Customs (HMRC).
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Mortgage exit fees

Some lenders have a change of heart! Lenders have been reducing or even scrapping their mortgage exit fees prior to a deadline when they would have had to make their position clear on these controversial charges.
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Ambergate Independent Financial Services

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Forward planning is the key

The future global investment theme!

News in Brief