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Apr 2025

Financial protection: The key options that could protect your lifestyle and family

Several types of financial protection might provide a valuable safety net for you and your family if you experience an unexpected event. Read about the key options you might want to weigh up that could offer you peace of mind.

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News

Apr 2025

Does money make us happy?

Research suggests money doesn’t necessarily make your happier. So, examining what brings you joy may be essential for building a financial plan that aligns with your wellbeing. Discover some key questions you might want to consider.

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News

Apr 2025

How financial planning could help you answer essential “what if?” questions

If you’re worried about what the future holds for your finances, financial planning and cashflow modelling could help you answer “what if?” questions. This useful guide explains how it works and why it could boost your long-term confidence.

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News

Apr 2025

Revealed: The best city break destinations for this summer

Exploring a city during the summer could be a great way to experience a new culture and take in unique sights. If you’re struggling to pick a destination, learn more about the 2025 top five city breaks from around the world, according to Which?.

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News

Apr 2025

5 strategies that could help you avoid running out of money in retirement

The fear of running out of money in retirement might mean you hold back plans and can’t fully enjoy this stage of your life. Read about five strategies that you might use as part of your retirement plan to reduce the risk of spending too much too soon and achieve peace of mind.

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News

Apr 2025

Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes

From April 2027, pensions will likely be included in estates when calculating Inheritance Tax liability. The potential upcoming change has led to more than half of UK adults planning to adjust their retirement or estate plan. If you’re concerned, there are options, but it’s important to take the time to understand the potential implications.

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News

Apr 2025

How much do you need to be “wealthy”?

According to a survey, you need an annual income of £213,000 to be considered “wealthy”. While financial abundance is often associated with wealth, other areas of your life might contribute to a rich life too, so redefining how you think about wealth could be valuable.

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News

Apr 2025

Financial protection: How it could help you bridge an income gap

If you are unable to work, you might need to rely on Statutory Sick Pay or Occupational Sick Pay if your employer provides it. While useful, many families would still face an income shortfall. So, taking out appropriate protection may help bridge the gap.

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News

Apr 2025

The barriers to financial wellbeing

Money may allow you to spend more time doing the things that you enjoy. However, it can also act as a barrier to wellbeing. Discover why, and how you might overcome these potential blocks.

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News

Mar 2025

Your Spring Statement update – the key news from the chancellor’s speech

The chancellor has delivered the government’s Spring Statement. Here’s a useful summary of the key measures Rachel Reeves announced in her speech.

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News

Mar 2025

10 beautiful poetry books to add to your collection

World Poetry Day is taking place on 21 March 2025, and is the perfect opportunity for you to join in the celebrations and pick up a book. Read on to discover 10 beautiful poetry books you can add to your collection.

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News

Mar 2025

The potential perils of accessing your pension at 55

Usually, you can access your pension when you turn 55. While you might be tempted to withdraw some money to pursue a goal or boost your regular income, there are some risks you may want to weigh up first.

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