May 2025
Navigating uncertainty together Over the past five years, we’ve experienced a global pandemic, geopolitical conflicts, political upheaval and economic uncertainty. Constant media coverage over what feel like daily developments, whether that be on the international stage as Donald Trump’s second term impacts or on home shores, where the government’s changes to policy and taxation naturally…
Read MoreMay 2025
Four in five clients see financial advice as ‘value for money’ People with a financial adviser are more optimistic about their financial future. That’s one of the key findings of a recent Investor Confidence Barometer6. Four in five people (82%) said they get ‘value for money’ from their adviser, a 10% increase on 2023’s survey.…
Read MoreMay 2025
Time for a spring clean? How about ‘death cleaning’ your finances? Could your finances benefit from a spring clean? You could take your cue from the Swedes. They believe in ‘döstädning,’ or ‘death cleaning.’ It sounds pessimistic, but it involves decluttering your belongings to reduce the burden you leave behind to loved ones. The philosophy…
Read MoreNovember 2024
Navigating a multi-retirement reality Over the years, a number of notable trends, such as increased longevity and individuals taking on greater responsibility for their pension provision, have clearly altered the retirement landscape significantly. Now, new trends look set to further change the face of retirement, adding complexity to the retirement planning process and making early…
Read MoreNovember 2024
Many young mortgage holders do not have life cover Research has found that 28% of young UK homeowners do not have life insurance10. It is estimated that 1.7 million adults aged 18-40 do not have appropriate cover in place, despite having a mortgage. This oversight puts their dependants in a precarious financial position in the event…
Read MoreNovember 2024
A third of Gen X think they will never retire Recently released research12 suggests a significant proportion of working age people are no longer planning a traditional ‘hard stop’ retirement, with 45 to 54-year-olds most likely to feel they will continue working beyond pensionable age. Work work work According to the survey, more than a…
Read MoreAugust 2024
Optimistic days ahead This year, summer brings hope of a better financial future as inflationary pressures recede and the economy continues to grow. It could therefore be an ideal opportunity to prioritise a range of pension-related issues in order to ensure brighter days do lie ahead. Pension withdrawals up Many people have faced significant financial…
Read MoreAugust 2024
ISAs: a quarter century strong Since being launched on 6 April 1999 as successor to PEPs and TESSAs, the Individual Savings Account (ISA) has become an integral part of the UK savings and investment landscape. Worth celebrating By any measure, the humble ISA has been a huge success. The latest HMRC figures show that more…
Read MoreAugust 2024
Thinking about making a pension contribution with your bonus? Receiving a bonus at work as a reward for a job well done is highly satisfying, but with bonuses subject to Income Tax and National Insurance Contributions, you face losing a significant portion of your hard-earned money. A bonus may even push you into a higher…
Read MoreMay 2024
Get planning your children’s financial futures We all want a good start in life for the children in our family. After providing for the immediate needs of younger children, thoughts turn towards the future and consideration of longer-term goals. You may want to consider investing for your child’s future to potentially build something significant which…
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