Blog

Mar 2026

Guide – SMART goals: 5 steps to effective financial planning

Planning your finances without clear goals could mean you miss the mark or feel unsure whether you’re on track. Download this practical guide to discover how using the SMART framework may help you set effective financial goals.

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Mar 2026

5 ways to keep learning throughout retirement

Learning during retirement can deliver several social and wellbeing benefits. Explore five ways you can keep building new knowledge and skills in retirement.

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Mar 2026

Explained: Why your pension could become liable for Inheritance Tax

Next year, a significant change to how pensions are treated when calculating Inheritance Tax could mean more families become liable for the tax. Find out what you need to know to understand if your estate could be affected and how you might mitigate a potential bill.

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Mar 2026

4 practical factors to consider before saving for retirement outside of a pension

More than half of UK pension savers are also building up retirement savings outside their pension. As pensions provide some useful benefits when saving for retirement, these savers could be missing out.

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Mar 2026

Turning wealth into happiness: Why a plan makes a difference

The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you the freedom to focus on the things you enjoy and boost your wellbeing as a result.

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Mar 2026

How to be a successful investor: The importance of patience

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill – your patience. With investment strategies usually covering long time frames, composure is essential.

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Mar 2026

The component parts to a life of wellbeing

According to research, there are five areas that make up a life of wellbeing. Find out how these elements might be affected by your financial circumstances and the importance of striking a balance between them.

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Mar 2026

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

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Feb 2026

Guide: 7 key allowances you might want to use before the end of the 2025/26 tax year

The current tax year will end on 5 April 2026, and many important allowances and exemptions will reset. Read this handy guide to see which allowances you could make use of before the deadline to help your money go further.

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Feb 2026

5 ways to embrace solo travelling later in life

Solo travelling is becoming increasingly popular, giving you the freedom to explore at your own pace and set your own agenda. Discover five practical ways to get started on your solo adventure.

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Feb 2026

The money lessons you can teach children at every stage to boost their financial literacy

A new review has established that financial literacy education needs to be improved, from primary level through to post-16 education. Find out how children learn at different ages, and what you can do at home to support their money lessons.

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