Retirement Planning Guide

Planning for retirement can seem like a daunting task but it is important to think about how you are going to support yourself financially in your later years.

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Open a Stocks and Shares ISA

An ISA provides a flexible way of investing up to £20,000 per year for (2021/22). You don’t pay income or capital gains tax on any money your investments make and can choose from a wide range of investment options.

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Open a Junior ISA

A Junior ISA (JISA) provides a way of investing up to £9,000 a year (2021/22) for a child. Investments are free from income and capital gains tax and the child can access the money once they turn 18.

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Open a SIPP

A Self-Invested Personal Pension (SIPP), is a type of tax-efficient pension designed to help you build up money to provide an income in retirement. You can choose from a wide range of investment options.

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Open a General Investment Account

A General Investment Account provides a flexible way of investing without limits on how much you can put in. Although they don’t provide the same tax benefits as an ISA, they are useful if you’ve used up your ISA allowance.

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Ready-made portfolios

We’ve divided our ready-made portfolios into three different levels of risk - cautious, moderate and adventurous. Each has a number of fund options to choose from. The fund manager will ensure that your chosen fund is continually rebalanced to stay in line with its objectives and risk parameters. However, it is still important that you regularly review your investments to ensure they remain appropriate for your needs.

The portfolios are reviewed by our in-house research team who examine factors such as performance, value for money, asset allocation and risk profile on a regular basis. This is overseen by Willis Owen's investment committee who meet on a quarterly basis to review the performance and appropriateness of these and will make changes as necessary.

We haven't assessed your attitude to risk or objectives and haven't made a personal recommendation. You are responsible for choosing and managing your investments.

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