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Personal Financial Services – is it a case of ‘blind luck’ when it comes to investing?

Few enter the business of personal financial services with the expressed purpose of enriching others. This is a problem. So what does it mean for the consumer?

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Flexibility in savings is key

Thinking flexibly when it comes to employees’ savings is a priority. Employers need to consider financial benefits that fit their employees' needs as working lifestyles change and people need access to savings for life events.

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A view of the market - December 2018

2018 has been a year of high volatility for the market compared to recent years. Although stock markets tend to give a higher return over time, there will always be ups and downs and years like this should remind investors of the importance of portfolio diversification.

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Why the Junior ISA is an ideal gift for the kids this Christmas

Running out of ideas on what to get the kids for Christmas? Whether you’re a parent, a grandparent, auntie or uncle, the Junior ISA (JISA) is a great gift that helps support your children, grandchildren or nieces and nephews to have a healthy financial future.

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Saving over spending

Feeling good about your finances means having a savings pot to fall back on. But how can we ignore the impulse buys and prioritise saving over spending?

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Why the Lifetime ISA is a smart way to save

The newly-launched Smarterly Lifetime ISA (LISA) is a flexible way to save and invest for your first home or later life.

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Digital disruption in workplace savings

Phil Hollingdale, Co-founder of Smarterly, talks about the digital disruption of workplace savings (including AI advances and robo-investing) at the REBA Innovation Day 2018.

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Smarterly appoints former JLT Employee Benefits, CEO, as Non-Executive Director

Smarterly, the workplace savings Fintech business, has appointed Duncan Howorth as Non-Executive Director. He was previously CEO, UK Employee Benefits and International Chairman, at JLT and is currently Chairman at ITM and Director at Smart Pensions. Duncan joins Smarterly to provide strategic input as the business executes its growth plans following a recent funding round.

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Smarterly launches Lifetime ISA

The first payroll-deducted LISA (Lifetime Individual Savings Account) is now available through Smarterly, the workplace savings platform that uses artificial intelligence to design and monitor investment portfolios for employees. The launch supports employers’ financial wellbeing programmes.

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Workplace ISA or occupational pension?

Consider the following question. In respect of a millennial employee (aged under 40, aka “Generation Y”), what does a pension pot offer that a Lifetime ISA (LISA) does not? The LISA trumps pension pots in three fundamental respects.

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