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 […]
“Unrealistic” expectations could lead to long-term disappointment for investors
Investment returns significantly affect what you can achieve in your long-term plans. Naturally, you want the highest possible returns, but research shows […]
Don’t have a will? Here’s how your estate would be distributed under intestacy rules
A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will between 2020/21 […]
How pension and Inheritance Tax policy changes could affect your legacy
April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem […]
Why the Labour government could reform the State Pension and what it means for you
Almost half of Brits doubt the State Pension will exist by the time they retire, according to a PensionsAge report published in […]
How to channel your inner Agatha Christie to demystify your retirement plan
There are times when a gripping mystery that keeps you guessing is exactly what you need, but retirement planning isn’t one of […]
Your future self is a stranger, and it could affect your financial decisions
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of […]