Blog
Jul 2025
How to change your financial behaviours
While happiness is often a part of financial plans, distractions could mean it’s more difficult to achieve long-term wellbeing than you might expect. Guest author Chris Budd explores some of the ways you could change your financial behaviours to achieve better outcomes.
Jul 2025
Guide: Planning for a longer life: Wellbeing tips and financial management strategies
Average life expectancies have increased significantly in recent years. While this is good news, it could present challenges for your health and your finances. This practical guide looks at some of the wellbeing steps you might take so you can enjoy your later years and key considerations when you’re creating a long-term financial plan.
Jul 2025
The age you can access your pension may rise. Could it affect your retirement?
The “normal minimum pension age” is rising from 55 to 57 in April 2028. It could mean you’re unable to access your pension savings on your planned retirement date. Find out what you need to know and the steps you could take to keep your retirement plan on track.
Jul 2025
How to prevent your retirement from derailing during a career break
Research suggests that career breaks could become more popular, but they might derail retirement plans. If you’ve been dreaming about taking extended leave from work to pursue lifestyle goals, there are some steps you might take to keep your long-term financial security on track.
Jul 2025
How to prepare your loved ones for the “great wealth transfer”
It’s estimated that globally more than £13 trillion will be transferred between generations by 2030. The “great wealth transfer” could provide your family with opportunities and financial security. However, with research suggesting 70% of affluent families lose their wealth within a generation, you may want to look beyond assets when creating a plan.
Jul 2025
Planning for care: The costs you might need to make part of your financial plan
Many people in the UK need to pay for at least a portion of their later-life care if it’s required. So, if you haven’t already considered potential care costs as part of your long-term plan, find out how much it could be and why it’s important to factor in.
Jun 2025
Why defining “financial freedom” could help you achieve it
Many people want to achieve “financial freedom”, but it can mean different things to each person and is influenced by other lifestyle goals. So, defining what it means for you could help you create a tailored financial plan that turns it into a reality.
Jun 2025
Financial protection: 3 useful questions to help you calculate appropriate cover
Financial protection could help you overcome an unexpected shock. However, it’s essential that the level of cover you choose is right for your circumstances. Discover three key questions that could help you calculate what’s right for you.
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