Investment market update: October 2025
October 2025 proved to be a positive month for many investors, with markets reaching record highs. Read on to find out more […]
The difficult but important estate planning conversations to have with your family
An estate plan sets out how you’d like your assets to be managed and distributed during your life and when you pass […]
3 valuable ways to create a guaranteed income in retirement
According to a September 2025 Financial Planning Today article, 39% of people say a guaranteed income is their main priority in retirement. […]
Pension v Lifetime ISA: What’s the best way to save for your retirement?
When you start searching for the best ways to build a retirement fund, private pensions might be the first option that comes […]
Why successful investing starts with your mindset, not the markets
What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs of the […]
How you could use framing bias to your advantage
When you consider how bias might affect your financial decisions, it’s often the harmful outcomes that come to mind. However, there are […]
Investment market update: September 2025
There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However, some positive […]
3 reasons why your financial protection claim could be rejected
Many people wrongly assume that financial protection rarely pays out. While this is untrue, there are times when claims are rejected, and […]
£48,000 was lost to pension fraud every day in 2024
In September 2025, Action Fraud warned pension savers must remain vigilant as more than £17.5 million was lost to pension fraud in […]
3 reasons why pension consolidation could boost your retirement income
Increasingly, UK savers are losing track of their pensions. In October 2024, research by Pensions UK found that the total value of […]
Trick or treat: The “tricks” a financial plan could help you avoid
Taking control of your finances can be frightful. Complex rules that are easy to overlook could mean you fall for a “trick” […]
How a cashflow model can turn retirement anxiety into excitement
Retiring should be a milestone you look forward to. It’s a chance to spend your time how you want and do the […]