News from Chesterton House
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This month we're sharing our recent blog posts where we discuss what to do if you've got pensions in different places but you're not sure about the bigger picture. We also ask the question lots of us arrive at sooner or later: am I doing enough to prepare for retirement? And we ask those of you running your own business to step back and check whether you've taken care of your personal finances, as well as your business.
We hope you enjoy this month’s articles. And as always, if you have a story, a project, a trip, or a goal you’re working towards, we love hearing about these and sharing them (with your permission) with other clients. If you’d like to be featured in a future newsletter, please get in touch with Jenny by replying to this email or speak with your Planner at your next meeting.
Finally, there's an important change to the Open Banking service via the Personal Finance Portal, which may affect you. Please read our post to find out more.
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Planning for Retirement: Am I Doing Enough?
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It usually starts with something small. A birthday that feels more significant than the others. A colleague announcing their retirement. A health scare that makes you stop and think. Or perhaps it’s just that quiet, persistent voice in the back of your mind asking: am I doing enough?
If you’re in your late 40s or 50s, this question probably feels more urgent than it did a decade ago. Retirement isn’t some distant concept anymore – it’s becoming real. And with that reality comes worry.
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| Read our post here
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Financial Planning vs Financial Advice: What’s the Difference?
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When it comes to managing your money, the terms financial planning and financial advice are often used interchangeably. While they are connected, they serve very different purposes—especially in the UK. Understanding the difference can help you decide what kind of support best suits your needs.
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| Find out in our post
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Beyond the Business: Building Wealth That Works for Your Life
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If you’ve built a successful business, you’ll know what it takes — the early starts, the difficult decisions, the years of putting the business first. That kind of commitment deserves real respect. But there’s a question that many business owners quietly push to one side: what happens if your personal wealth is almost entirely tied up in the business itself?
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| Read our post here
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I’ve Got Pensions in Different Places… Now What?
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If you’re now in your forties, fifties or approaching retirement and you’ve got two, three, maybe four pension pots sitting with providers you barely remember, you’re far from alone. It’s one of the most common situations we come across at Chesterton House.
The good news is that it’s also one of the most straightforward to resolve once you actually know what you’ve got.
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| Find out more here
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Important news about the Open Banking Service on our Portal
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The Open Banking provider that Intelliflo (which powers your Personal Finance Portal) partnered with is leaving the financial services market, so the service will be retired.
In this post we explain what's happening and how it impacts you.
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| Read our post here
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🛳️ Time for a holiday?🧳
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Book a holiday with Riviera Travel and they will donate 10% of the value of your holiday to the Chesterton House Foundation at no extra cost to you.
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| Find out how here
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There are lots of ways to get involved with the Chesterton House Foundation, from attending our events, hosting your own fundraiser or even volunteering with one of the groups we've supported.
You can also set up a regular donation, which helps make a positive difference to people nearby and may reduce your tax bill if the donation qualifies for tax relief.
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We hope you enjoyed reading this newsletter. You can read all of our blog posts on our website at any time - just click to have a browse.
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The Chesterton House Team
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