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Families with 2 retired generations to soar 30%

More than one million families are expected to contain more than one retired generation by 2034 – a 32% increase on the 813,000 multi-retiree families seen currently, according to a new study.

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SJP uncovers regional pension splitting disparities

A study for wealth manager St James’s Place has revealed major regional differences in pension sharing on divorce, some of which could negatively affect women.

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Claire Trott: Why the LTA is nothing to fear

 

I seem to spend a lot of my time discussing the lifetime allowance, so when it was announced in Budget 2021 that it would be frozen with immediate effect for the next five tax years I knew this would only increase these conversations.

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Claire Trott: Why clients need pension knowledge too

 

As many of you will know, I am a big advocate for regulated financial advice. Not only is it essential throughout the accumulation stage, it is even more so in the decumulation stages of life.

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