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Financial PlanningEmployee BenefitsEstate PlanningInvestment ManagementLater Life Care PlanningRetirement PlanningWorkplace PensionsSGWM in the CommunitySGWM NewsTax PlanningBusiness ProtectionFinancial Education and Wellbeing

Latest News

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Guide to maximising your ISA in 2025

03/11/2025

Why delaying your investment could cost you

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Group risk benefits explained: What insurers really pay out

30/10/2025

Industry body GRiD reports that the UK group risk market paid out £2.59bn in claims in 2024.

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Guide to understanding pension annuities

27/10/2025

Deciding how to take an income in retirement or semi-retirement

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Upcoming changes that will impact pension access

22/10/2025

Both the State Pension Age and Minimum Pension Age will be experiencing changes.

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The growing sophistication of scams

17/10/2025

Unfortunately, email provides an opportunity for someone to take advantage and defraud you.

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Reassessing strategies to minimise inheritance tax liabilities

08/10/2025

Changes to pension rules from 6 April 2027 will reshape the estate planning landscape.

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