Downloads
We enclose in this section just a few articles and downloads which we think might be useful to you to demonstrate the type of information made available to clients.
Once becoming a client you can obtain access to many more downloads in our client library,press cuttings section or tips from accountants and solicitors.There are presently over 40 articles covering all the six retirement issues
In addition the Financial Services Authority have prepared for the general public a number of no jargon MONEY MADE CLEAR (MMC) booklets, written on a non selling basis about some of the main retirement and financial planning subjects.
In our opinion they are excellent way for you to familiarise yourself on key issues.
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A recent victory for a Worcester man reclaiming a six figure sum from NHS Worcestershire |
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A detailed history of equity release |
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I’ve found that when markets are going down, and you buy wisely, at some time in the future you will be happy. Peter Lynch-Renowned Wall Street Investment Manager who beat the S&P500 in 11 out of 13 years. |
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Essential steps of surviving a bear market-Skandia |
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Top Ten golden rules to help you fight off the recession |
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Shares v. Savings. Shares have grown by 6.9% a year over the last 20 years, while cash has grown by just 3.7% a year |
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MMC-the facts about your pension-its time to choose! |
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MMC - Should you be contracted out of the Second State Pension ( formerly SERPS) |
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MMC- Money Made Clear brochure on equity release. |
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MMC-Money Made Clear brochure on Income Withdrawal |
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MMC-Money Made Clear brochure about transferring your pension. |
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MMC-Money Made Clear brochure on pensions |
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MMC- The facts about managing in retirement |
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MMC-Money Made Clear brochure which looks at the facts about retiring soon. |
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MMC-The risks of salary related occupational pension transfers. |
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MMC-Money Made Clear brochure on Saving and Investing |
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MMC- Were you wrongly advised to contract out? |
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MMC -Moneymade Clear brochure on stakeholder pensions |
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MMC-Some facts about your annual pension statement. |
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