Planning for your future

Whatever stage of life you’ve reached and whatever plans you may have for the future, the sooner you start planning the more likely you are to achieve your objectives.

Financial planning

Before you start planning for your longer term finances, you’ll need to make sure your current financial situation is in good order.

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Retirement planning

You’ll need to consider how you will support yourself after you give up work and into your old age with a reasonable and reliable source of income.

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Understand the risks

The value of an investment can fall as well as rise, and you may get back less than you invest. If you are not sure about investing, seek independent advice.

Tax treatment depends on individual circumstances and may change.

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