That was then, this is now

A reflective look at retirement planning

Damian Davies

Head of Engagement

Damian Davies of the Timebank takes a reflective look at how planning for retirement has changed over the years, and how the role of professional advice has evolved.Read Damian's latest article in IFA Magazine here

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At The Timebank, we help ambitious financial planning firms focus on what matters most: their clients with expert paraplanning.

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Three tools for perfect factfinding

It feels like the art of factfinding often gets diluted by the science of compliance.

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How you can get the government to help your clients retire early using a simple ISA allowance!

The Lifetime ISA (LISA) scheme was launched by the Government in 2017 to help ‘millennials’ onto the property ladder. With a generous Government Bonus of 25% on a maximum contribution of £4,000 grossing this up to £5,000, this can provide a real boost and incentive to save for first time buyers.

Niki Gahan

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