Client Types – Halcyon

10/04/24

Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

The gains you can make before potentially paying Capital Gains Tax…

10/04/24

More retirees may need to consider tax liability as State Pension nears the Personal Allowance

Pensioners have benefited from an 8.5% increase in the State Pension.

10/04/24

What you need to know about taking your pension tax-free lump sum in 2024/25

Taking a tax-free lump sum from your pension could be a…

10/04/24

5 ancient wellness tips that could improve your life

In recent years, the focus on personal wellness has been a…

10/04/24

6 delicious holiday destinations that promise to be perfect for foodies

Embarking on a holiday is about more than simply sightseeing –…

10/04/24

Retirement planning: Bringing together your goals and finances

Effective retirement planning often involves weaving together lots of different threads.

02/04/24

Guide: 7 valuable behaviours for successful investing

How do you grow your wealth when you’re investing? Choosing the…

21/03/24

How to calculate the level of income protection that would provide you with financial security

Income protection could provide you with an essential safety net if…

21/03/24

ESG investing: What does a “net zero commitment” mean?

“Net zero” has become a buzzword in sustainability and you might…

21/03/24

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

More than 1 million investors will be hit with a Dividend…

21/03/24

Are you risking a pension shortfall by overlooking longevity?

A survey suggests that some retirees could risk running out of…

21/03/24

Retirement planning: The 3 main ways you could access your pension

When you give up work, your pension is likely to play…

21/03/24

Planet v plastic: How you can embrace Earth Day 2024

Humanity is becoming increasingly aware of how we treat our planet.

06/03/24

Your Spring Budget update – the key news from the chancellor’s statement

The 2024/25 tax year is just a month away, and chancellor…

06/03/24

All the winners and losers from the 2024 Spring Budget

With one eye on a forthcoming general election, the chancellor has…

29/02/24

Guide: 10 things you can learn about your financial plan from these ABBA hits

In April 1974, a Swedish foursome took to the stage at…

01/02/24

Working habits from around the world that could transform your work-life balance

Does your job cause you stress? A recent…

01/02/24

Switching your pension could be the secret to reducing your carbon footprint

Do you want to reduce your environmental impact? Your pension could…

01/02/24

The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters

This year the FTSE 100 index turns 40. Over the last…

01/02/24

How to move into the decumulation phase of retirement planning

Transitioning into retirement can present new challenges, not least, understanding how…

01/02/24

3 insightful research findings that could help you navigate your “second 50”

Transitioning into retirement can present new challenges, not least, understanding how…

01/02/24

Retirement planning: The importance of setting out your lifestyle goals

When you start thinking about the steps you need to take…

30/01/24

Guide: Everything you need to know about annuities when creating a retirement income

When you retire, you will often have a range…

12/01/24

The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”

Pension savers dubbed “triple defaulters” could be overlooking small changes to…

12/01/24

4 new labels unveiled by the regulator could help sustainable investors avoid greenwashing

The Financial Conduct Authority (FCA) has unveiled four new investment labels…

12/01/24

Why general elections in 2024 could lead to volatile investment markets

The last few years have seen volatile investment markets due to…

12/01/24

Fraudsters used “social engineering” to steal £580 million in the first half of 2023

While the amount stolen by fraudsters fell slightly in the first…

12/01/24

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

The pension Annual Allowance increased significantly in the 2023/24 tax year.

12/01/24

Retirement planning: Should you consider a phased retirement?

Retirement can be an exciting milestone, but one that you might…

21/12/23

Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

When a new tax year starts, many allowances reset. So, checking…

01/12/23

10 excellent box sets perfect for festive nights in

The Christmas holidays are the perfect time to cuddle up with…

01/12/23

Is the secret to happiness a natural “talent”?

What makes you happy? Watching cute animal videos and indulging in…

01/12/23

10 digital gifts if you need a last-minute Christmas present

As Christmas approaches, so does the inevitable stress of gift buying.

01/12/23

7 in 10 UK residents feel “urgent action” is required to address climate change

Climate change and related issues have become key topics in politics,…

01/12/23

Cost vs value: What’s the difference when you’re making a financial plan?

When you’re making decisions, cost might be an important factor, but…

01/12/23

3 useful ways regular financial reviews could help you reduce behavioural bias

Financial reviews provide you with a chance to ensure your financial…

27/11/23

Guide: 10 incredible destinations to add to your bucket list

Seeing more of the world makes up many people’s bucket lists.

22/11/23

Everything you need to know about the 2023 Autumn Statement

On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement…

26/10/23

The guide to using equity release to unlock property wealth later in life

Your home may be one of the largest assets you have.

26/10/23

How to make your Christmas more sustainable

Did you know the amount of waste generated in the UK…

26/10/23

7 practical ways to beat the winter blues

As the nights draw in, it’s normal to want to spend…

26/10/23

Social impact investment market grew to a record £9.4 billion in 2022

Concerns about social issues and an increase in opportunities have led…

26/10/23

5 valuable reasons planning with your partner could cut your tax bill

Households are paying more in taxes, research suggests. At a time…

26/10/23

More people than ever celebrate their 100th birthday. Here’s why it affects financial plans

More people in England and Wales are celebrating their 100th birthday.

26/10/23

2 key reasons why you may want to update your plan during a financial review

Regular financial reviews may help keep you on track to meet…

05/10/23

Guide: 7 useful questions if you plan to take a flexible income from your pension

When you start to access your pension, how will you take…

05/10/23

How you could help loved ones overcome loneliness

Loneliness is something that many people will experience during their lifetime.

05/10/23

ESG investing: Why it’s important to balance risk

It’s a common misconception that considering ESG (environmental, social, and governance)…

05/10/23

Inflation has cost savers £113 billion in real terms in the last year

High inflation over the last year has collectively cost savers billions…

05/10/23

How to make happiness part of your financial plan

People often think of their financial plan as a way to…

05/10/23

Why a “Frankenstein” approach to financial planning isn’t frightful

205 years after it was published, the novel Frankenstein has inspired…

05/10/23

3 valuable reasons your financial reviews are important

Creating a financial plan is just the first step to reaching…

05/09/23

How to improve your home’s EPC rating before winter

Investing in improving your home’s energy performance certificate (EPC) rating could…

05/09/23

Why soaring interest rates are affecting national debt and could mean tax rises

High inflation and rising interest rates aren’t just affecting households, they’re…

05/09/23

Report: 1 in 5 people will be living with a major illness in 2040

New research suggests more people will be living with a major…

05/09/23

Financial planning, like space exploration, needs careful management after success

Space exploration is pushing new boundaries and more than six decades…

05/09/23

Pensions could be fuelling climate change with huge £88 billion investment

Climate change is a huge global issue. Yet, research indicates that…

05/09/23

Investing 101: 4 useful questions to answer when reviewing your portfolio

Over the last few months, you’ve read about the potential benefits…

30/08/23

10 magical life and money lessons you can learn from Disney

The Walt Disney Company is celebrating a huge milestone – its…

01/08/23

What could the UK learn from the happiest countries in the world?

The World Happiness Report has named Finland the…

01/08/23

Why emotional decision-making could be costing you investment returns

It can be difficult not to let your emotions influence the…

01/08/23

How impact investing could provide a solution to social challenges

Do you want your investments to have a positive effect on…

01/08/23

A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors

Visiting the supermarket to pick up a few items or do…

01/08/23

Millions of retirees could be overlooking the benefits of annuities, research suggests

The number of retirees choosing an annuity to generate an income…

01/08/23

Investing 101: What you need to know about tax efficiency and your investment options

Investing may provide a useful way to grow your wealth, but…

27/07/23

Intergenerational wealth planning: Your options when passing on wealth to the next generation

Ensuring your family is financially secure for the long term is…

03/07/23

6 ways artificial intelligence could change lives for the better

While news surrounding artificial intelligence (AI) has often been negative, many…

03/07/23

3 valuable lessons ESG funds could learn from the Fairtrade Foundation

Over the last decade ESG investing – where investors consider environmental,…

03/07/23

7 common but potentially harmful Inheritance Tax myths debunked

Inheritance Tax (IHT) is often controversial – you may have heard…

03/07/23

Do you need to plan for a retirement without the State Pension?

There have been rumours for years that the government could scrap…

03/07/23

The pension gap is widening. Here’s why financial advice could prove valuable

The gap between private and public sector pensions is widening, research…

03/07/23

Investing 101: 5 essential questions you need to answer to balance risk

When you’re making investment decisions, balancing risk is an essential part…

28/06/23

Remortgaging: The essential steps you should take when your mortgage ends

If your mortgage deal is coming to an end or it’s…

06/06/23

Guide: How to manage the harmful effects of inflation on your wealth

For the last year, inflation has been high. If you’re worried…

06/06/23

Research: Money can buy happiness but what you spend it on matters

Everyone has heard the saying “money can’t buy happiness”, but research…

06/06/23

8 fantastic blockbusters arriving in cinemas this summer

Film lovers can enjoy a packed schedule of summer blockbusters this…

06/06/23

5 compelling non-financial reasons to work with a financial planner now

When you first seek financial advice, your goal may be to…

06/06/23

Regulators get tough on greenwashing. Here’s why it could be good news for ESG investors

Investment and pension funds are set to face closer scrutiny when…

06/06/23

Why inaction is a crucial part of successful investing

When you think about investing, it’s probably the actions you take…

06/06/23

Investing 101: Why investing could boost your long-term wealth

Investing is often a crucial part of creating a long-term financial…

04/05/23

Guide: 10 really fab things the Beatles can teach you about successful financial planning

60 years ago, the Beatles celebrated their first UK number one…

04/05/23

10 fun hobbies that can also boost your mental health

More than a quarter of adults say they feel so anxious…

04/05/23

More than half of savers review a bank’s ethical credentials

More people are considering the impact their money has. While you…

04/05/23

Corporation Tax hike: Here are the essentials business owners need to know

The rate of Corporation Tax your business pays may have changed…

04/05/23

4 red flags that could be signs of a scam and what you need to know about them

Each year in June, Citizens Advice runs a two-week scam awareness…

04/05/23

4 essential Budget announcements that could boost your pension

In a bid to encourage early retirees back to work, chancellor…

04/05/23

Estate planning: 3 crucial steps that could protect your later years

Estate planning is an important part of your financial plan. Not…

30/03/23

10 surprising facts you may not know about Eurovision

It’s almost time for Eurovision, and it’s set to be held…

30/03/23

Norway’s “oil fund” will use its huge shareholder power to tackle ESG issues

Norway’s huge sovereign wealth fund is set to use its shareholder…

30/03/23

Why it could pay to use your 2023/24 tax year allowances right now

The new tax year has only just started. Yet, making the…

30/03/23

51% of adults don’t have a will. Here’s why it should be a priority task

The benefits of having a will in place are well-documented, although…

30/03/23

4 valuable ways a financial planner can help you tackle “overwhelming” pension information

Do you find pension information confusing? You’re not alone; 50% of…

30/03/23

Estate planning: Do you need to include Inheritance Tax?

Inheritance Tax (IHT) can affect what you leave behind for loved…

28/03/23

Financial wellbeing: 4 steps to creating a financial wellbeing plan

While growing wealth is often an important part of a financial…

15/03/23

All the winners and losers from the 2023 spring Budget

Just six months ago, Kwasi Kwarteng stood up in the House…

15/03/23

Your spring Budget update – the key news from the chancellor’s statement

On Wednesday 15 March 2023, chancellor Jeremy Hunt presented his spring…

09/03/23

Earth Day 2023: Small but powerful ways you can improve the environment

Every year on 22 April, people around the world mark Earth…

09/03/23

5 inaccurate expert predictions that prove why you shouldn’t try to time the market

When you look at investment performance with the benefit of hindsight,…

09/03/23

5 practical things to check as part of a financial midlife MOT

Rishi Sunak is reportedly drawing up plans to provide a “midlife…

09/03/23

France proposes an increase to its State Pension Age. Could the UK be next?

France has laid out proposals to increase its State Pension Age…

09/03/23

Soaring inflation drives up retirement costs by almost 20% in just a year

High inflation means retirees could need to increase their budget by…

09/03/23

Estate planning: 3 different ways you can pass on wealth to your loved ones

A key part of your estate plan is setting out how…

06/03/23

Your guide to pension consolidation: The pros and cons you need to know

Do you have multiple pensions? It could make it difficult to…

30/01/23

Why financial advice could be important if you make a financial protection claim

Financial protection can provide essential security when you need it most.

30/01/23

Barclays predicts ESG bonds will “bounce back” this year. Find out how they work here

If you want to invest with ESG (environmental, social, and governance)…

30/01/23

5 useful tips for investors as experts predict a recession

Several factors have put economies around the world at risk of…

30/01/23

Identity theft: Discover 5 useful tips to protect yourself as cases double

A survey from Nationwide suggests that many people…

30/01/23

Is your mindset holding you back from enjoying your retirement? Financial planning could help

When you think about retirement planning, what challenges come to mind?…

30/01/23

Estate planning: How to understand the value of your assets and estate

When you’re deciding how to pass on assets and who you…

27/01/23

The essential guide to ISAs

ISAs have been around for more than two decades, but they’ve…

03/01/23

6 feel-good news stories from 2022 to make you smile

With so much doom and gloom in the headlines every day,…

03/01/23

ESG investing: 6 trends to watch out for in 2023 and beyond

Investing that considers environmental, social, and governance (ESG) issues has gradually…

03/01/23

Why a hands-off approach could make sense when you invest

While it can be tempting to actively monitor and manage your…

03/01/23

3 key autumn statement changes you need to be aware of for the new tax year

Last year, chancellor Jeremy Hunt made some key announcements during the…

03/01/23

Revealed: The key to happiness in retirement is focusing on experiences

Retirement is a milestone that’s often greeted with celebration. But what…

03/01/23

Estate planning: What is it and why does it matter?

Have you thought about how you’ll use assets later in life…

23/12/22

The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023

The 2022/23 tax year ends on Wednesday 5 April. After this…

30/11/22

Do you have a gap in your National Insurance record? Checking now could boost your State Pension

The rules around filling in a gap in your National Insurance…

29/11/22

7 excellent box sets from 2022 that are perfect for winter evenings

The evenings are dark and it’s frosty outside – what better…

29/11/22

How does the Cop27 climate conference affect ESG investing?

Recently, world leaders gathered to discuss climate change at a United…

29/11/22

Experts forecast a recession in 2023. Here’s why and what it means for your investments

Experts are predicting that the UK will face a recession in…

29/11/22

Guide: 10 new year resolutions that could boost your financial wellbeing

At the start of a new year, it’s common to reflect…

29/11/22

6 essential steps to take if you’re retiring in 2023

If you’re retiring in 2023, congratulations! It’s an exciting milestone that…

29/11/22

Behavioural finance: 5 effective ways you can reduce the impact of bias

When you need to process information, it’s common to take shortcuts…

05/11/22

5 exciting businesses that could change the world for the better

When you read the news headlines, it can seem like it’s…

05/11/22

FTSE 100 companies are overlooking a vital component of their sustainability strategy – pensions

More companies than ever are setting sustainability goals, including reducing their…

05/11/22

The cost of living crisis is giving scammers more opportunities. Here are 3 scams to watch out for

Scammers are taking advantage of financial worries as the cost of…

05/11/22

How to deal with political uncertainty when making financial decisions

British politics over the last few months has certainly been turbulent.

05/11/22

The UK could face a “retirement savings crisis” as workers aren’t putting enough away

Figures suggest that many households aren’t saving enough to be financially…

05/11/22

Behavioural finance: 6 unexpected ways bias could affect your financial decisions

How much does bias affect your financial decisions? While you may…

31/10/22

Guide: 12 of the best Christmas markets to enjoy in the UK and Europe in 2022

If you want some festive cheer, a Christmas market…

06/10/22

Guide: Financial wellbeing: 6 ways to help you make better financial decisions

Humans are hard-wired to make poor financial decisions. It’s just in…

06/10/22

10 simple ways to cut your carbon footprint and reduce your energy bills

Reducing your energy consumption can be a great way to cut…

06/10/22

Rising costs have led to 44% of DIY investors selling shares

Spiralling household expenses have led to some DIY investors selling assets…

06/10/22

5 practical reasons you should create a financial plan with your partner

Money and financial goals are still sometimes viewed as taboo subjects,…

06/10/22

6 in 10 employees think sustainable pensions are important, and switching yours is simple

Environmental concerns are of the utmost importance these days. So, while…

06/10/22

Before you increase pension withdrawals as the cost of living rises, here’s what you need to consider

As the cost of living rises, you may be considering increasing…

06/10/22

Behavioural finance: The effect of psychology on investors

You should base financial decisions on logic and facts. But psychology…

31/08/22

The parents’ guide to paying for university and student loans

If your child will be going to university this year or…

31/08/22

7 essential jobs to do around your home to get ready for autumn

As autumn approaches, here are seven things you can do to…

31/08/22

ESG: Can you balance your values with your investment goals?

More people are considering their values when making investment decisions. If…

31/08/22

£1.3 billion was stolen through fraud and scams in 2021. Here’s what you need to know to protect your assets

In 2021, fraudsters stole £1.3 billion from consumers, according to a…

31/08/22

Cost of living crisis: Why you should review your budget and plans

The cost of living is rising. Reviewing your finances now is…

31/08/22

3 outdated pension “rules” modern retirees may need to reassess

If you’re planning your retirement and aren’t sure where to start,…

31/08/22

7 compelling reasons you should seek financial advice at retirement

Some of the decisions you make as you retire could affect…

02/08/22

Guide: Your complete guide to buy-to-let

Buy-to-let properties can provide an additional income stream and help you…

01/08/22

Average standard variable rate reaches a 13-year high. Is it time you looked for a new mortgage deal?

If a previous mortgage deal has ended and you’ve not taken…

01/08/22

7 essential money lessons your children need to know before they go to university

The day that you send your child or grandchild off to…

01/08/22

Why governance is a critical part of ESG investment criteria

It’s becoming more common for investors to consider non-financial factors when…

01/08/22

How self-employed workers can create financial security amid economic uncertainty

As a self-employed worker, it can be more difficult to manage…

01/08/22

5 crucial things you need to consider when reviewing your estate plan

If you have an estate plan, you shouldn’t simply forget about…

01/08/22

Annuity rates are rising, and they could provide retirees with a valuable reliable income

Annuities used to be an essential part of retirement planning, but…

29/06/22

Guide: 10 straightforward DIY jobs around the house

One of the biggest social changes over the last 50 years…

29/06/22

As energy prices rise, here’s how you can assess your home’s energy efficiency

In the last year, energy prices have soared. As a result,…

29/06/22

Inflation: What happened the last time the cost of living was rising this rapidly?

The cost of living is rising quicker than has been normal…

29/06/22

5 compelling reasons why you should share a financial planner with your family

Money and financial decisions are often seen as a personal matter.

29/06/22

How to protect vulnerable family members from financial abuse

Sadly, vulnerable people are more likely to be a victim of…

29/06/22

ESG investing faces “greenwashing” criticism, but it could be a good thing for the sector

ESG investing, which considers environmental, social, and governance factors, has faced…

29/06/22

44% of investors wished they’d done more research and it could mean investments aren’t right for them

A worrying survey indicates that many investors don’t fully research their…

14/06/22

Do you have “green guilt”? Here are 8 simple ways to make your lifestyle more environmentally friendly

More people than ever are embracing lifestyle changes to reduce the…

14/06/22

26% of people say thinking about finances makes them anxious, as research highlights a link to mental health

More than a quarter of people feel anxious about money, according…

14/06/22

Young investors are championing the “S” in ESG investing, so what does it mean?

ESG investing means considering environmental, social, and governance issues when investing.

14/06/22

Investors have lost £25 million to screen sharing scams, and almost half would fail to spot one

Scams can have a devastating effect on your financial wellbeing and…

14/06/22

52% of savers don’t understand the effects of inflation, and millions think they’ll be better off. Here’s why it can harm your savings

Inflation has been in the news for months now, as the…

14/06/22

The minimum pension contribution may not be enough. Here are 3 reasons to increase your contributions

Pension auto-enrolment means that if you’re employed you’ve likely been automatically…

13/06/22

Your complete guide to financial protection

Financial protection is an important part of creating long-term security. Yet,…

09/05/22

The top 10 sporting events coming to the UK in summer 2022

It’s fair to say that the UK is addicted to sport.

09/05/22

Summer’s almost here, so read about why the warmer months can boost your mood

Whether you’re at home or on holiday, the sun shining can…

09/05/22

The Platinum Jubilee: From shillings to contactless payments in 70 years

This summer the Queen will celebrate an incredible 70 years on…

09/05/22

How a virtual “shopping basket” is used to calculate the rate of inflation

Over the last few months, you’ve probably heard a lot about…

09/05/22

IPCC warns tackling climate change could become impossible and identifies “significant” investment gap

The Intergovernmental Panel on Climate Change (IPCC) has issued a stark…

09/05/22

Revealed: How long will you spend in retirement as more people than ever reach 100?

When you’re nearing retirement there are a lot of big decisions…

09/05/22

Typical worker approaching retirement is 58% short of their pension goal. Are you saving enough?

Figures suggest that workers nearing retirement could find they’re facing a…

06/04/22

The useful guide to reaching your retirement goals

Getting the most out of retirement and reaching your goals requires…

31/03/22

Do you think you’d never be fooled by a scammer after watching the Tinder Swindler? Here are the tricks fraudsters use

Have you watched the Tinder Swindler or Puppet Master on Netflix…

31/03/22

3 interesting pieces of data that show why you shouldn’t panic during market volatility

Over the last two years, investors have experienced a lot of…

31/03/22

Half of workers would choose a “green” pension and it could lead to ESG investments soaring

Traditionally, around 9 in 10 people saving into a pension have…

31/03/22

Will disputes are on the rise. 3 things you can do to minimise the chances of your wishes being challenged

A will is the only way for your wishes to be…

31/03/22

Why good retirement planning is about more than your pension and money

If you’re nearing retirement, you may be starting to think about…

31/03/22

Your older pensions could be delivering “poor value for money”, and it could cost you thousands of pounds

If you opened a defined contribution (DC) pension in the 1990s…

09/03/22

Guide: The useful guide to decluttering your home and life

Over time, you can pick up things that clutter your life…

09/03/22

7 fun Easter activities to enjoy with your children or grandchildren

Are you looking for ways to keep children entertained over the…

09/03/22

10 unusual hotels to spend the night in the UK

If you want to get away in the UK, you don’t…

09/03/22

1 in 3 people say financial protection is too expensive, but can you afford to overlook it?

Financial protection can provide you with a lump sum or regular…

09/03/22

The ESG investment trends to watch out for this year

ESG investing means considering environmental, social, and governance factors when deciding…

09/03/22

Inheritance Tax receipts rise again. What can you do to minimise the bill?

Official figures show that the amount paid in Inheritance Tax (IHT)…

09/03/22

Why retirees need to consider the effect of inflation on their long-term income

As you may know, inflation (or the “cost of living”) has…

02/02/22

Guide: 5 important lessons that Napoleon can teach you about growing your wealth

In 1793, a vast army of the French First Republic locked…

02/02/22

Why you need to take regular screen breaks

Technology means screens have become an integral part of our lives.

02/02/22

International Day of Happiness: What could we learn from Bhutan?

20 March 2022 marks the United Nation’s (UN) International Day of…

02/02/22

8 things to do to give your finances a spring clean

As you start to put winter behind you, you may be…

02/02/22

ESG investing: Understanding the jargon when making investment decisions

Have you considered investing in a way that reflects your values,…

02/02/22

Pension drawdown: Are you taking a sustainable income?

Flexi-access drawdown can provide retirees with more freedom to create an…

02/02/22

State Pension Review: Why it matters to your retirement plans

If you’ve yet to retire, you may give little thought to…

27/12/21

Your complete 2021/22 end of tax year guide

The 2021/22 tax year ends on Monday 5 April 2022. This…

27/12/21

8 tips to help you stick to your new year resolution this year

The start of a new year is a great time to…

27/12/21

What happened in the property market in 2021?

Despite the pandemic, the property market continued to move in 2021.

27/12/21

How active ownership plays a role in ESG investing

ESG investing means considering environmental, social, and governance factors when investing,…

27/12/21

5 things you can do to plan for unforeseen events

For almost two years, the Covid-19 pandemic has had a significant…

27/12/21

Why now is the perfect time to start thinking about the end of the tax year

2022 may only have just started, but now is an excellent…

27/12/21

5 steps that could provide financial security for your partner if you pass away

If you’re creating a financial plan as a couple, you should…

30/11/21

Bingeworthy TV shows to indulge in over the festive period

With the festive period approaching, it’s a great time to delve…

30/11/21

Greenwashing: What does it mean when investing?

There is a growing interest in investments that are “sustainable” or…

30/11/21

COP26: What does the outcome mean for investors?

The UN Climate Change Conference (COP26) took place in November in…

30/11/21

40% of people worry about Inheritance Tax, but only 7% seek advice

4 in 10 people are worrying about the impact Inheritance Tax…

30/11/21

Do you have realistic investment expectations?

When you invest, how much do you expect to receive in…

30/11/21

7 new year resolutions that could improve your financial wellbeing

The start of a new year is the perfect time to…

24/11/21

Guide: Building a nest egg – How to create financial security for your children and grandchildren

As a parent or grandparent, you may be thinking about ways…

03/11/21

Awe-inspiring sights to consider when you’re booking a 2022 holiday

As the world reopens to travellers, now is the perfect time…

03/11/21

10 of the most popular toys on Santa’s list this Christmas

It’s the season for giving. If you’re buying Christmas presents for…

03/11/21

How a life insurance policy could help you preserve an inheritance for loved ones

If Inheritance Tax (IHT) is a concern for you, taking out…

03/11/21

Dividend Tax rate rise: Could it affect you?

Dividend Tax rates are set to rise, and it could affect…

03/11/21

What is the new care cap, and could it benefit you?

Accessing and paying for care have become big issues. As more…

03/11/21

How much does your partner have in their pension? 78% of married people have no idea

Retirement planning as a couple can be difficult. You may have…

03/11/21

Guide: 10 ways to lead a more sustainable life

Sustainability has become a key topic for governments, businesses and communities…

27/10/21

Everything you need to know about the 2021 Autumn Budget

“Employment is up, investment is growing, public services are improving, the…

04/10/21

The best spooky films to watch this autumn

Are you ready for a night-in with a great film? With…

04/10/21

10 tips for travelling sustainably in 2022

Over the last two years, holidaymakers have faced disruptions when heading…

04/10/21

7 signs of stress and how to combat them to improve your wellbeing

National Stress Awareness Day is on 3 November. Stress is something…

04/10/21

5 behavioural biases that lead to investment mistakes

Investment decisions should be based on logic and fact. But it’s…

04/10/21

5 scary financial mistakes you could be making and how to avoid them

It’s that time of the year when the nights are getting…

04/10/21

5 reasons you need to write a will (and keep it up to date)

Half of the adults in the UK don’t have a will.

08/09/21

National Insurance and Dividend Tax rise as government suspends State Pension triple lock

This week, the government has made two major policy announcements that…

31/08/21

Why your attention is your most precious resource

When you think about what your most precious resource is, you…

31/08/21

Should you consider ditching your car on World Car-Free Day?

Wednesday 22 September is this year’s World Car-Free Day, which is…

31/08/21

Scams rarely result in fraud convictions; most victims lose their money

While protection for scam victims is improving, the startling truth is…

31/08/21

Good Money Week: The beginner’s guide to “ethical” money

Have you ever thought about the impact your money has? You…

31/08/21

The pros and cons of social media financial advice

Financial advice is a complex topic and often requires a professional…

31/08/21

Why switching to a sustainable pension is the best thing you can do to tackle climate change

From ditching the car to recycling your waste, you probably take…

25/08/21

Guide: Leaving an inheritance vs gifting during your lifetime

Have you thought about how you’ll pass wealth on to those…

10/08/21

The guide to later-life planning and care

When you think about your future, how far ahead do you…

05/08/21

Why interest rates could start to rise in 2022 and what it means for your mortgage

Low interest rates have made borrowing money cheaper than ever, but…

05/08/21

5 signs you could benefit from income protection

September will mark the first Income Protection Awareness Week. Income protection…

05/08/21

The millennial generation and wealth transfer paves the way for ESG investing boom

While ESG (environmental, social, and governance) investing is growing across all…

05/08/21

Cryptoasset ownership is rising, but is it an opportunity or risk?

Ownership of cryptoassets is rising among UK investors and, while still…

05/08/21

Cashflow modelling: How it can give you confidence in your choices

When you’re making financial decisions, one of the challenges is understanding…

05/08/21

How financial planning can help you strike a better work-life balance

Financial planning is about much more than simply growing your wealth.

29/06/21

Guide: 10 simple but effective ways to create a better you

Search the internet and you’ll find a myriad of self-help sites…

29/06/21

The ingredients you can add to meals to boost your immune system

The pandemic has highlighted why keeping your immune system healthy is…

29/06/21

7 apps to give your brain a workout

If someone mentions getting into shape, you probably think of exercising,…

29/06/21

5 excellent places to spot wildlife in the UK

If you’re a fan of wildlife, you don’t have to travel…

29/06/21

ESG investing: The impact climate change could have on your investments

Last month, leaders of the G7 nations gathered in Cornwall for…

29/06/21

Are Premium Bonds and other prize draws a good option for your savings?

Interest rates have been below 1% for 12 years. If you’re…

29/06/21

5 excuses for not seeking financial advice, and why they’re wrong

Millions of people are missing out on financial advice that could…

03/06/21

Guide: The history of investing and what you can learn from the past

Investing has been around for centuries and the basics haven’t changed…

02/06/21

10 blockbuster films that are coming to the cinema this year

Cinemas are now starting to reopen after months of closure. If…

02/06/21

Could you pay your mortgage following a financial shock?

When you take out a mortgage, banks will assess the affordability…

02/06/21

How to identify the ESG investment opportunities that are right for you

ESG (environmental, social and governance) investing is growing and it may…

02/06/21

Scam awareness month: What you need to know to spot a pension scam

Have you ever been targeted by a scam? Fraudsters are becoming…

02/06/21

Over 55s planning once in a lifetime experiences, but could finances hold back aspirations?

While the mantra might be “life begins at 40”, over 55s…

02/06/21

Retiring in 2021? Planning is key as two-thirds risk depleting their pension savings

If you’re planning to retire this year, do you know how…

20/05/21

World Environment Day: Why restoring ecosystems is important

Since 1974, World Environment Day has been celebrated annually on 5…

20/05/21

How to make your home more energy-efficient and save money

More than half (52%) of UK adults say they’re more environmentally…

20/05/21

How to choose the right financial protection product to give you confidence

The pandemic has highlighted the impact the unexpected can have on…

20/05/21

ESG investing: Employee pay becomes a key issue with a third of investors willing to divest

Pay is becoming an important topic for investors, research suggests. In…

20/05/21

Money mindset: Shaking up how you think about finances could boost wellbeing

Money has a huge impact on our wellbeing. Whether we have…

20/05/21

How inflation can reduce your pension and what you can do about it

When you think of risks to your retirement, do you include…

19/05/21

Guide – Your retirement choices: how to generate an income in later life

Since Pension Freedoms were introduced in 2015, retirees have had more…

23/04/21

Guide: 10 things that could increase the value of your property

Talking about homes and property values is something of a pastime…

08/04/21

Is a 4-day working week around the corner?

The last year has seen huge changes to the way we…

08/04/21

7 homeowner nightmares that could knock thousands of pounds off the value of your home

We’re a nation that loves to discuss property and property prices.

08/04/21

Technology encourages more investors to seek the “thrill” of trading and take bigger financial risks

Technology has made investing far more accessible. You can now invest…

08/04/21

Employee benefits that self-employed workers miss out on, and how to bridge the gap

There are more than five million self-employed workers in the UK,…

08/04/21

Covid-19 impacts pension ESG concerns as disease and pandemic risk become key topics

More consumers want to understand how their pension is invested and…

08/04/21

Pension Lifetime Allowance is frozen until 2026: Will it mean your retirement tax bill soars?

While the chancellor didn’t announce personal tax rises in this year’s…

08/04/21

How the tax freezes announced in the Budget could leave you worse off

In March, chancellor Rishi Sunak delivered his second Budget. After a…

29/03/21

Guide: 10 ways to make the most of your garden in 2021

After a year of lockdown measures, our gardens and outdoor spaces…

15/03/21

8 pension mistakes that could affect your retirement

Saving for retirement should be part of your financial plan and…

15/03/21

Are you overestimating your State Pension? It could affect retirement opportunities

The State Pension is an important part of retirement planning. Depending…

15/03/21

7 powerful investment lessons from Warren Buffett

The pandemic has led to more people taking control of their…

15/03/21

Can money buy happiness? It’s the freedom to reach goals that adds value to your life

Is the common saying “money can’t buy happiness” true? Research suggests…

15/03/21

How has Covid-19 affected ESG investing? Signs suggest it could become mainstream

In 2020, Covid-19 dominated the headlines. There were concerns that it…

15/03/21

Music and mood: Why turning up Wham! and Duran Duran could boost your health

When you want to unwind, what do you do? Maybe you…

03/03/21

Budget 2021 – The winners and losers

A year ago, Rishi Sunak delivered his first Budget just as…

03/03/21

Your 2021 Budget summary

On Wednesday 3 March, Rishi Sunak delivered his second Budget as…

18/02/21

Guide: Behavioural biases, and how they affect your financial decisions

Our latest guide is in partnership with Neil Bage, founder of…

03/02/21

International Day of Happiness: 5 reasons to be optimistic

Saturday 20 March is the International Day of Happiness. After the…

03/02/21

Is the work-from-home revolution a good thing?

When the pandemic struck last year, thousands of workers began working…

03/02/21

Will house prices rise or fall in 2021?

The housing market faced huge challenges last year. Yet, property prices…

03/02/21

Capital Gains Tax review: 2 things that could change

The Office of Tax Simplification (OTS) is reviewing Capital Gains Tax…

03/02/21

Firms cut dividends, what impact will it have on you?

Companies have faced challenges in the last 12 months and, as…

03/02/21

6 tax allowances to use before 5 April 2021 to boost your finances

The current 2020/21 tax year will end on 5 April 2021.

21/01/21

The 2020/21 end of the tax year guide

The current tax year will end on 5 April 2021, a…

13/01/21

Pension gap: How can women improve their security in retirement?

We hear a lot about the gender pay gap, but one…

13/01/21

Is health insurance something you should consider?

As the NHS continues to battle the challenges of Covid-19, you…

13/01/21

5 tips for ‘switching off’ when you’re working from home

Thousands of people have welcomed the shift in working from home.

13/01/21

Financial health check: How do you score?

How do you rate your financial security? When you think about…

13/01/21

Top ESG trends for 2021

When investing, it’s the performance and returns that are often the…

13/01/21

Are Premium Bonds a good place for your savings?

With interest rates low and investment markets experiencing volatility throughout 2020,…

31/12/20

100-word briefing: role of the FCA

Created in 2013 alongside the Prudential Regulation Authority, the Financial Conduct…

23/12/20

Rediscover what’s right under your nose

As the uncertainty surrounding international travel prevails, it’s understandable that there…

18/12/20

A brief history of life insurance

In the 21st century, many people have life insurance policies in…

18/12/20

Are you ready for a mortgage?

Before offering you a mortgage, lenders will review your finances to…

11/12/20

Are you financially fit for the new norm?

Times are a changing – take some time out to make…

11/12/20

The intergenerational impact of the pandemic

It seems different age groups have been impacted by the pandemic…

09/12/20

Inheritance Tax and gifting guide

If your estate could be liable for Inheritance Tax (IHT), gifting…

08/12/20

Has financial bias cost you money this year?

Stock markets in 2020 have been characterised by volatility and uncertainty.

08/12/20

How to spot a scam as the number of warnings rise

Spotting and avoiding financial scams feature in the news a lot.

08/12/20

How ESG can support long-term goals

Investing that incorporates ESG (environmental, social and governance) factors in some…

08/12/20

5 DIY tasks that could add value to your property – and 4 that could cost you

According to a survey published in the…

08/12/20

The toys topping Santa’s list this Christmas

If you’re struggling for Christmas inspiration when searching for gifts for…

08/12/20

How to be with family over the festive period this year

This year has been challenging for many of us. With families…

04/12/20

In the news

Private pension age set to increase After years of speculation,…

04/12/20

Farewell cash – my old friend

Without doubt, the pandemic has accelerated the trend toward a cashless…

26/11/20

Keep your eye on the ball

A new ScamSmart campaign aimed at fans of the beautiful game…

24/11/20

Your complete guide to mortgages

At some point in our lives, most of us will need…

18/11/20

The ISA reaches 21

Back in 1999, when the ISA was first launched, choice was…

18/11/20

Can money worries remodel your brain?

Financial anxiety is a feature of many people’s daily lives at…

17/11/20

How to boost your mood as the nights draw in

The nights are drawing in and it can affect our mood.

17/11/20

The tech that could transform your home this decade

When you think of your childhood home, what technology did it…

17/11/20

Revealed: the wellbeing and emotional impact of financial advice

It should come as no surprise that we believe financial advice…

17/11/20

Making ESG part of your pension investments

Taking ESG (environmental, social and governance) factors into consideration when investing…

17/11/20

Why a desire to keep active is driving flexible retirement goals

Brits planning for retirement are shunning a traditional ‘cliff-edge’ approach. Instead,…

17/11/20

Underestimating the amount you need in retirement: How a mid-life check can help

Do you know how much you need to save into your…

12/11/20

Safeguarding large balances

As concerns have intensified over the last few months regarding the…

12/11/20

ESG – investor interest piqued?

According to recent figures1, UK-based ESG funds saw record inflows between…

21/10/20

In the news

Private pension age – on the rise The government has…

16/10/20

Investment market update: September 2020

As countries around the world eased lockdown restrictions, there are positive…

16/10/20

7 signs your work-life balance could benefit from an adjustment

Earlier this month marked National Work Life Week, which aims to…

16/10/20

How to create a CV that will stand out

The current job market is extremely competitive. The impact of Covid-19…

16/10/20

Investing lessons you can learn from Guy Fawkes

We all know the nursery rhyme: Remember, remember the fifth of…

16/10/20

Financial planning week: 10 steps to take before New Year

This month marked financial planning week, which aims to showcase the…

16/10/20

Good Money Week: ESG and investment sustainability

Do you consider sustainability when making financial decisions? With Good Money…

16/10/20

Life insurance payouts will keep your family afloat

In 1912, when the ‘unsinkable’ Titanic hit an iceberg and sank,…

16/10/20

Maintain your retirement focus, whether you’re 20 or 50+

Nearly a fifth of people (18%) aged 50 and over say…

16/10/20

Mortgage market makes ‘astonishing’ recovery

Since the start of the coronavirus outbreak, positive news about the…

09/10/20

New property trends emerge following lockdown

The property market is gradually showing signs of recovery and a…

09/10/20

An uncertain recovery for the global economy

The extent of the impact of the pandemic on the global…

09/10/20

Be on your best investor behaviour

It’s all too easy to let emotions influence investment decisions in…

01/10/20

New builds entice buyers further afield

A survey1 has revealed that new builds entice buyers to move…

23/09/20

Young people impacted by pensions holidays

Taking a break from pension contributions has been shown to have…

23/09/20

Taxed pension withdrawals

Since pension freedoms were introduced in April 2015, people over the…

18/09/20

This underrated characteristic could add £25k to your home

Aspiring buyers look for many things when they’re searching for a…

18/09/20

In the news…

Equity release rates increase from rock bottom Lifetime mortgage rates…

18/09/20

Lessons from the past on spreading risk

Five decades ago, a little-known company was dominating the headlines as…

18/09/20

Protect your family’s financial future

Taking the time to properly plan your estate involves balancing the…

11/09/20

In The News…

Dividend drought takes hold With 45% of UK companies cutting…

11/09/20

Timing pays off for the early bird ISA investor

Investors could be thousands of pounds better off by investing their…

11/09/20

Numbers worth knowing in 2020-21

Knowing the various tax allowances and exemptions available in 2020-21 can…

03/09/20

Think before you act – pensions withdrawals

In the first quarter of the year, nearly £2.5bn was withdrawn…

20/08/20

Financial safeguards

Many people have already felt the financial impact of the pandemic…

20/08/20

Protecting your pensions and investments

Stock markets do not react well in times of uncertainty and…

12/08/20

Rest assured – you can rely on us

Many people’s lives and circumstances have shifted exceptionally over the past…

12/08/20

Portfolio ponderings – keep one eye on the horizon

As economic challenges endure, it’s good to maintain the mindset with…

06/08/20

Remortgaging – is now the time?

If you’re on a tracker, discounted or variable rate mortgage, it’s…

06/08/20

Mortgage holidays – what you need to know

In March, the Chancellor’s announcement of a three-month mortgage payment holiday…

28/07/20

Remote working opens new possibilities

Despite the challenges of home working, including insurance, cybersecurity and internet…

28/07/20

Are you insured to work from home?

Do you need to let your insurer know if you, like…

28/07/20

Safety net for savers

The number of people enquiring about and opening savings accounts surged…

22/07/20

Be scam aware

Several UK bodies, including the Bank of England, National Crime Agency…

22/07/20

In the news…

CONTACTLESS PAYMENTS – THE ‘NEW NORMAL’ The shift to contactless payments…

22/07/20

Global economy – on the ropes

The response to the pandemic, involving governments imposing a range of…

14/07/20

A rebound for the property market?

To the industry’s relief, the property market was given the green…

14/07/20

Back to basics financial planning

Throughout the lockdown, one notable theme has been people looking to…

14/07/20

Think twice before cancelling protection insurance

The pandemic has shown us that unexpected events can strike at…

10/07/20

Sound too good to be true?

Now, more than ever, you need to stay on your toes…

10/07/20

Don’t let the pandemic derail your retirement plans

The pandemic is having a far-reaching impact on all aspects of…

19/06/20

The pensions challenges of Gen X

We are used to hearing about the bleak financial prospects of…

19/06/20

Life insurance is mission possible

Although it can be challenging to think about, it’s best to…

11/06/20

Buying property with friends? Here’s what to look out for

For many young people, getting on today’s property ladder is prohibitively…

11/06/20

Take the hassle out of house moving

Moving house is a major undertaking, but if you plan ahead…

02/06/20

Women face gender pension gap

The latest ‘Women and Retirement’ report1 reveals an increasing proportion of women…

02/06/20

Philanthropy and me

Defining exactly who qualifies as a philanthropist is a complicated business.

28/05/20

Safeguarding your finances

As the number of financial scams continues to increase and the…

28/05/20

Teaching children about money sets them up for the future

The way children think about money is established earlier than we…

25/05/20

Insurance against the ravages of nature

Nature can be especially cruel to the uninsured homeowner. In Australia,…

25/05/20

Better survey than sorry

You’ve fallen in love with a house and want to buy…

25/05/20

Are you ready for ‘The Great Wealth Transfer?’

Over the next three decades, the asset-rich ‘Baby Boomer’ generation is…

14/05/20

Don’t let ‘decision fatigue’ impact your finances

A recent survey1 has found that people in Britain suffer from ‘decision…

06/05/20

Less than a third of first-time parents have life insurance

The amount expectant parents are spending on preparing for their new…

06/05/20

House-hunters keen to move but sellers aren’t so sure

What’s the mood in today’s housing market? A new ‘State of…

30/04/20

The undulation of economic hopes

The most recent raft of gross domestic product (GDP) figures confirm…

30/04/20

Investing in uncertain times

Global stock markets are experiencing a period of volatility as a…

22/04/20

Know your numbers – Spring Budget

In the Budget delivered on 11 March, Chancellor of the Exchequer…

22/04/20

Dividend growth reaches highs

UK companies paid out a record £110.5bn in dividends in 2019,…

17/04/20

Uncertain times – Keep in touch

After the election last December, the housing market gained some momentum…

17/04/20

The Budget – Housing News

Rishi Sunak’s debut Budget decisively tackled the COVID-19 outbreak, countering with…

17/04/20

The first budget of the decade – Under the spotlight

Rishi Sunak, the Chancellor of the Exchequer, delivered his maiden Budget…

07/04/20

Riding out the storm together

Global stock markets are suffering a period of volatility as a…

07/04/20

For that sense of wellbeing – Spring clean your finances

In an attempt to understand the connection between wellbeing and wealth,…

07/04/20

Key points from the Spring Budget

THE ECONOMY Economy predicted to grow by 1.1% in 2020-21, revised…

03/04/20

Elderly home-loan body downsized

Since Victorian times, building societies have played a key part in…

16/03/20

Women have two-thirds less saved at retirement

With people living longer due to higher living standards and better…

16/03/20

Balancing pension pots

While the gender pay gap is now widely discussed and publicised,…

09/03/20

Inventive investors lead the way

We hear a lot about the need to diversify investments; the…

09/03/20

Securing a mortgage if you’re self employed

The number of self-employed people in the UK now accounts for…

02/03/20

In the news

DOING ONE SIMPLE THING COULD SAVE YOU THOUSANDS Pension savers could…

02/03/20

Home fires burn on

In a city terrace, a spark from an open fire has…

19/02/20

Self – employed? Get your pension working for you.

Being your own boss, a better work-life balance, tax deductible expenses…

19/02/20

Generous grandparents helping out

Not surprisingly, first-time buyers are increasingly being helped by their grandparents…

19/02/20

In the news

UK RANKED LOW IN TERMS OF RETIREMENT SECURITY A recent Global…

10/02/20

What is ethical investing?

Ethical investing has crossed over into the mainstream, as more investors…

10/02/20

Live for the day (But plan for tomorrow)

A recent survey from the Pensions and Lifetime Savings Association has…

10/02/20

Call for more new-build bungalows

A study from retirement home developer McCarthy & Stone reveals that…

28/01/20

Generation blame – time to rebalance?

There’s lately been a rising tide of discord over what is…

28/01/20

Looking for green shoots of recovery

As 2019 drew to a close, the global economy appeared to…

28/01/20

New year, new you?

It’s the New Year. We’re all full of plans for what…

28/01/20

Topping up your state pension? you’re not alone

Recently released data has highlighted a steep increase in voluntary National…

28/01/20

Sandwich gen – finding time to thrive

First coined in the 1980s to describe adults ‘sandwiched’ between a…

28/01/20

Get your finances on track in 2020 with these healthy habits

After the excesses of the festive season, many people are looking…

28/01/20

Don’t underestimate yourself

According to a recent survey3, the average UK home has a…

28/01/20

What does 2020 hold for the mortgage market and you?

There is no doubt that the property market has been affected…

28/01/20

Pensions terminology baffles baby boomers

A recent survey5 that asked people over the age of 55 to…

28/01/20

Stormy seas ahead?

The global economy took a knock during the second quarter of…

28/01/20

Individuals in drawdown oblivious to flexible income

Pension provider Zurich2 has found that the majority of retirees taking an…

28/01/20

Keep your finances healthy with these tips

Take control of managing your finances with some practical tips that…

28/01/20

Investment risk and volatility – keep calm

If you’re new to stock market investment, adjusting to a world…

28/01/20

£450K pension pot needed to retire well

Recent research1 has shown that savers on an average salary need…

28/01/20

Retirement interest-only mortgages: should you get one?

The demand for mortgage products for older borrowers is growing and…

28/01/20

Bank of mum and dad still paving the way to property purchases

Children are still relying on financial assistance from their parents to…

28/01/20

Are your finances mortgage ready?

Time spent organising your finances before you apply for a mortgage…

10/09/19

Are you leaving your pension to the right people?

When you take out a pension plan, you will be asked…

02/09/19

Pensioners adopting a prudent approach

Back in April 2015, when the new pension rules were introduced,…

12/08/19

Homebuyer regrets, they’ve had a few

Thousands of people move home every year and settle happily into…

12/08/19

Nudge nudge, save save

A ‘nudge’ is a form of psychological technique that can influence…

05/08/19

Happy retirement for the average OAP

Income data from the Office for National Statistics is likely to…

05/08/19

How much of your home have you bought?

If you’ve just bought a property, it’s tempting to feel…

05/08/19

Should you remortgage?

Whilst everyone’s circumstances are different, remortgaging could make sense if you…

29/07/19

Retirement: 68% may be making the wrong choices by going it alone

Since the introduction of the pension reforms, retirees have much greater…

08/07/19

Shortage of suitable homes scuppers downsizing plans

Once their offspring have left home, parents can often find…

01/07/19

Which season is best for selling your home?

The answer to this is that it depends on a…

19/06/19

Planning your pension in the new world of work

Not long ago, work meant a 9-to-5 role, probably spent with…

19/06/19

The impact of humble mortgage overpayments

If you’ve ever wondered whether it’s worth making overpayments on your…

19/06/19

Side hustles – what they are and why they work

A side hustle is any type of work undertaken in addition…

01/03/19

Equity Release rises towards £1bn in single quarter

Many people in retirement can find themselves owning a valuable family…

01/03/19

What you need to know about retirement mortgages

Whilst much is often made of the plight of first-time buyers,…

30/01/19

Seven out of 10 pension savers favour retirement income targets

Without professional advice, it can be very difficult to know if…

14/12/18

First-time buyers need 13 times their salary to buy a home

Despite signs that the housing market is slowing down, especially in…

14/12/18

Why bad maths could cost you a fortune

How much are your possessions worth? Having enough insurance is almost…

10/12/18

Half of pensioners plan to work on into retirement

Retirement is a much more fluid concept than it once was.

10/12/18

What are the main asset classes?

With investing, the old saying ‘don’t put all your eggs in…

04/12/18

A majority of Britons are ‘Trend Spenders’

A recent survey2 shows that many of us spend with our…

30/11/18

How interest-only mortgages have evolved

Before the financial crisis in 2008, many borrowers opted for an…

20/11/18

Help is on its way for leaseholders wanting to buy freehold

Help is on its way for leaseholders wanting to buy freehold…

12/11/18

Before you take money out of your pension – read on

Many retiring today can look forward to several decades in retirement,…

12/11/18

What’s in store for the global economy?

The last few months have seen the release of positive economic…

05/11/18

Is your family financially-savvy?

Do you discuss financial matters with your children? In the UK,…

17/10/18

Stamp duty penalises older people for moving

Think tank, the Adam Smith Institute, believes that Stamp Duty Land…

17/10/18

Are millennials saving enough for retirement?

Rising house prices, burdensome student debt and a low-wage economy have…

17/10/18

Early retirement could disappear by 2035, so it’s time to plan

As the state pension age rises, life expectancy increases, and final…

17/10/18

Why you should avoid protection procrastination

People put off buying life insurance for a variety of reasons,…

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News

Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

More retirees may need to consider tax liability as State Pension nears the Personal Allowance

What you need to know about taking your pension tax-free lump sum in 2024/25

5 ancient wellness tips that could improve your life

6 delicious holiday destinations that promise to be perfect for foodies

Retirement planning: Bringing together your goals and finances

Guide: 7 valuable behaviours for successful investing

How to calculate the level of income protection that would provide you with financial security

ESG investing: What does a “net zero commitment” mean?

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

Are you risking a pension shortfall by overlooking longevity?

Retirement planning: The 3 main ways you could access your pension

Planet v plastic: How you can embrace Earth Day 2024

Your Spring Budget update – the key news from the chancellor’s statement

All the winners and losers from the 2024 Spring Budget

Guide: 10 things you can learn about your financial plan from these ABBA hits

Working habits from around the world that could transform your work-life balance

Switching your pension could be the secret to reducing your carbon footprint

The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters

How to move into the decumulation phase of retirement planning

3 insightful research findings that could help you navigate your “second 50”

Retirement planning: The importance of setting out your lifestyle goals

Guide: Everything you need to know about annuities when creating a retirement income

The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”

4 new labels unveiled by the regulator could help sustainable investors avoid greenwashing

Why general elections in 2024 could lead to volatile investment markets

Fraudsters used “social engineering” to steal £580 million in the first half of 2023

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

Retirement planning: Should you consider a phased retirement?

Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

10 excellent box sets perfect for festive nights in

Is the secret to happiness a natural “talent”?

10 digital gifts if you need a last-minute Christmas present

7 in 10 UK residents feel “urgent action” is required to address climate change

Cost vs value: What’s the difference when you’re making a financial plan?

3 useful ways regular financial reviews could help you reduce behavioural bias

Guide: 10 incredible destinations to add to your bucket list

Everything you need to know about the 2023 Autumn Statement

The guide to using equity release to unlock property wealth later in life

How to make your Christmas more sustainable

7 practical ways to beat the winter blues

Social impact investment market grew to a record £9.4 billion in 2022

5 valuable reasons planning with your partner could cut your tax bill

More people than ever celebrate their 100th birthday. Here’s why it affects financial plans

2 key reasons why you may want to update your plan during a financial review

Guide: 7 useful questions if you plan to take a flexible income from your pension

How you could help loved ones overcome loneliness

ESG investing: Why it’s important to balance risk

Inflation has cost savers £113 billion in real terms in the last year

How to make happiness part of your financial plan

Why a “Frankenstein” approach to financial planning isn’t frightful

3 valuable reasons your financial reviews are important

How to improve your home’s EPC rating before winter

Why soaring interest rates are affecting national debt and could mean tax rises

Report: 1 in 5 people will be living with a major illness in 2040

Financial planning, like space exploration, needs careful management after success

Pensions could be fuelling climate change with huge £88 billion investment

Investing 101: 4 useful questions to answer when reviewing your portfolio

10 magical life and money lessons you can learn from Disney

What could the UK learn from the happiest countries in the world?

Why emotional decision-making could be costing you investment returns

How impact investing could provide a solution to social challenges

A grocery shop would cost just 45p in 1940s when the first supermarket opened its doors

Millions of retirees could be overlooking the benefits of annuities, research suggests

Investing 101: What you need to know about tax efficiency and your investment options

Intergenerational wealth planning: Your options when passing on wealth to the next generation

6 ways artificial intelligence could change lives for the better

3 valuable lessons ESG funds could learn from the Fairtrade Foundation

7 common but potentially harmful Inheritance Tax myths debunked

Do you need to plan for a retirement without the State Pension?

The pension gap is widening. Here’s why financial advice could prove valuable

Investing 101: 5 essential questions you need to answer to balance risk

Remortgaging: The essential steps you should take when your mortgage ends