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Joslin Rhodes
how to calculate if you have enough to retire, retirement planner with clients
24 Feb
Retirement Planning

How to Calculate if You’ve Enough to Retire

  • January 28, 2021
  • By jradmin jradmin
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You’re not alone in thinking it’s simply about working out how much you have, how long it needs to last and dividing one from the other to allow an annual income.

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pension col caller on iphone
24 Feb
News

Pension Cold Calling Banned

  • September 3, 2021
  • By jradmin jradmin
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It’s now illegal for anyone to make unsolicited cold-calls to you regarding your pensions. Treasury Minister John Glen described cold calling as the “most common method” to begin pension fraud.

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top 10 ways to avoid pension scams joslin rhodes
24 Feb
Pension Advice

Pension Scams: Tips to Avoid Becoming a Victim

  • January 28, 2021
  • By jradmin jradmin
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New figures from the Financial Conduct Authority (FCA) report that pension scam victims lost an average of £91,000 each in 2017 and almost a third of pension-holders aged between 45-65 wouldn’t have any idea how to check whether they were speaking to a legitimate pension advisor or not.

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phileas fogg
24 Feb
Retirement Planning

What Phileas Fogg can Teach us About Retirement

  • February 10, 2023
  • By jradmin jradmin
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Fogg’s journey starts as a life-changing wager for £20,000 (over £2million in today’s money) that he could travel around the world in eighty days or less. His fellow Reform Club members take the wager, claiming; “It can’t be done!” and Fogg sets off.

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chris and louise joslin rhodes staff women smiling in red jumpers drinking tea pension advice
20 Feb
Pension Advice

Talking Finance, Gender and Pensions

  • January 28, 2021
  • By jradmin jradmin
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Meet financial planners Chris and Louise and learn what made them change career from charity worker and beauty therapist to financial advisers specialising in pensions and retirement planning.

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retirement client wilie
06 Feb
Real Stories

Every Day’s a Holiday

  • January 28, 2021
  • By jradmin jradmin
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Meet Willie and find out why he decided to seek financial advice.

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The Planning Rooms,
Wellington Court,
Preston Farm,
Stockton on Tees,
TS18 3TA

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Joslin Rhodes Lifestyle Financial Planning Limited, known as Joslin Rhodes (company number: 06446109) is authorised and regulated by the Financial Conduct Authority, firm reference number: 484324. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.

Joslin Rhodes Lifestyle Financial Planning Limited, known as Joslin Rhodes (company number: 06446109) is authorised and regulated by the Financial Conduct Authority, firm reference number: 484324. Some of our services are not regulated by the Financial Conduct Authority. Before you engage us in any work, we will outline which of those services are and are not regulated by the Financial Conduct Authority to enable you to make a fully informed decision.

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  • About Us
    • Meet The Team
    • Careers at Joslin Rhodes
      • Client Services Administrator
      • Financial Planner
      • Paraplanner
    • Areas of the North East we cover
      • Teesside
      • County Durham
      • North Yorkshire
  • What We Do
    • Pension Advice
      • Pension Drawdown & Annuities
      • Pension Consolidation
      • SIPP & Private Pension Advice
      • Defined Contribution Pensions
      • Final Salary Pension Transfers
      • Retirement Readiness Quiz
    • Retirement Planning
      • Lifestyle Financial Planning
      • Cash Flow Modelling
      • Investment Management
      • Retirement Readiness Quiz
    • Estate Planning Services
      • Inheritance Tax Planning
      • Will Writing
      • Will Reviews
      • Lasting Power of Attorney
      • Care Fees Planning
      • Property Trusts
      • Pension Trusts
      • Savings Trusts
  • FREE Workshops
    • Pension & Retirement Planning
    • Estate Planning
    • Careers Discovery
  • Tools & Guides
    • Retirement Readiness Quiz
    • Equity Release Calculator
  • Testimonials
  • Blog
  • Contact Us
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