National Savings & Investments (NS&I)
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Lifelong Financial Forecasting
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Plan your financial futureAssetCare
This service ensures all assets and important documents are easily available in one place.
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Paul – self employed builder- age 63, married to Sandra- age 60
Paul was forced to give up work because of a back problem. He had been saving into pension plans for many years. He now wished to take the benefits and was confused by the paperwork and the options given to him.
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