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Blog
How have VCTs been used in the last 25 years?
Pension age rises to 57: What does it mean?
Don't panic Mr Mainwaring
Pretirement: Why work during retirement?
General Election 2017: How will it affect your personal finances?
6 things the mini-bond scandal can teach investors
Confusion over pension contribution cap resolved
A guide to Premium Bonds as NS&I announce 1.4 million unclaimed prizes
Pension tax relief is safe for now…
5 things to keep in mind when you review your investments in 2020
Pensioners lose £765 million by not comparing Annuities
Interest rates rise above 0.5% for the first time in a decade
Over 50s lurch unprepared towards a ‘Zombie retirement’
DIY money management could cost you in the long run
Making sure your pension lasts a lifetime as withdrawals increase
Should you take a tax-free lump sum from your pension?
Is your money as safe as houses?
The cost of university: Parents expecting to pay £17,000
Small business owner? Here are the measures in place to help you through the pandemic
5 steps the self-employed should take to prepare for retirement
State Pensions
Could your retirement income be below minimum wage?
Your complete guide to the 2020 Budget
How a will can help you reduce Inheritance Tax
Buy to let
Seven questions to ask before you start investing
2020/21 tax year: Exemptions and allowances
Financial planning week: 10 steps to take before New Year
Brexit
Sustainable investment continues to grow
What does coronavirus mean for my pension and retirement?
Accessing a Child Trust Fund: What are the options?
10 changes you need to know about at the start of the tax-year
Have you considered the cost of care in retirement?
Bank of England interest rate cut: What does it mean for finances?
Guide to ESG investing
Pension and dividend tax changes dropped as election looms
Autumn Budget 2018: Everything you need to know
There are 4 different types of ISA available. Your guide to choosing the right one for you
Your complete guide to mortgages
National Savings & Investments launch ‘market leading’ account
Autumn Budget 2018: Were you a winner or a loser?
5 ways you can reduce tax liability in retirement
Inheritance Tax and gifting guide
Pension cold calling ban: What does it mean for scams?
The importance of taking stock of your pension withdrawals after market volatility
Majority of class of 2017 retiring early
What would negative interest rates mean?
Do you know your State Pension age?
Beware of pension trap when accessing your pension before retirement
Disposable income drops, putting savings ratio at a record low
Planning for a 100-year life
Three things to know about sustainable investment
Are Premium Bonds a good place for your savings?
How can you beat the retirement income gender gap?
Junior ISAs: Everything you need to know about saving for children
How to protect your pension income during volatility
Financial health check: How do you score?
70 per cent of under 30s predicted to have a pension shortfall – are you one of them?
What should you consider when weighing up your investment risk profile?
Calculating investment risk: What plays a role?
£1.9 billion gifted to younger generations during the pandemic
The value of financial advice
Does bias affect your financial security?
Your Summer Statement 2020 summary
Is health insurance something you should consider?
Retirement: Do you have enough?
One million Brits unable to work for more than a month each year
Chancellor announces new Covid-19 economic support – everything you need to know
The 2020/21 end of the tax year guide
Bank of Mum and Dad still doing brisk business
Your guide to purchasing an Annuity
When can you access your pension? It might be further away than you think
Should you give money away to reduce your Inheritance Tax (IHT) bill?
3 things to think about if you want to relocate in retirement
83% of parents are saving for their children in cash, but it might not be a good idea
Debunking the Critical Illness Cover myth
Should you use savings to help children pay for university?
Your 2021 Budget summary
After 2 “once in a lifetime” economic events in 12 years, how can you protect your assets?
Retirement: Why saving too much, in the wrong place, could cost you thousands
Investment market update: August 2021
Budget 2021 - The winners and losers
Are you taking enough risk with your pension? Being too cautious could mean lower returns
Should you invest in Buy to Let when you retire?
Why you need to complete an expression of wishes alongside your will
How the tax freezes announced in the Budget could leave you worse off
5 reasons you need to write a will (and keep it up to date)
Interest rate rise: How will it affect you?
7 steps to take when you receive an inheritance to make the most of it
Pension Lifetime Allowance is frozen until 2026: Will it mean your retirement tax bill soars?
7 signs of stress and how to combat them to improve your wellbeing
Autumn Budget 2017: Everything you need to know
Investment market update: September 2021
3 reasons to make social care part of your retirement plan
Everything you need to know about the 2021 Autumn Budget
Autumn Budget 2017: Were you a winner or a loser?
5 steps that could provide financial security for your partner if you pass away
Why opening a pension for a child before they start school can unlock powerful growth
8 things to do if you’re retiring in 2022
The effects of inflation - and how to combat them
2 allowances to use before the end of the tax year to make your retirement more comfortable
What does “rebalancing” your portfolio mean and why is it important?
3 personal finance risks in 2022 and what you can do about them
Seven tips for choosing the right savings account
7 different ways you can leave gifts in your will
Employee benefits that self-employed workers miss out on, and how to bridge the gap
Investment market update: December 2021
Urgent call from MPs to ban pension scam cold calls
Your complete 2021/22 end of tax year guide
Guide – Your retirement choices: how to generate an income in later life
Guide: 5 important lessons that Napoleon can teach you about growing your wealth
Pension Freedoms: Ignorance isn’t bliss
Why good retirement planning is about more than your pension and money
Guide: The history of investing and what you can learn from the past
HMRC refunds £42 million in overpaid tax to pensioners. Have you paid too much?
Almost half of millennials feel that advice will benefit their savings
Why it pays to use your 2022/23 ISA allowance right now
Is £26,000 the secret to a happy retirement?
“Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities
2018: A big year for auto-enrolment
The cost of opting out of a Workplace Pension as minimum contributions rise
Do you think you’d never be fooled by a scammer after watching the Tinder Swindler? Here are the tricks fraudsters use
Premium Bonds: What are they and should you purchase them?
Are Premium Bonds and other prize draws a good option for your savings?
Investment market update: March 2022
62% of adults don’t understand inflation; here’s our quick explainer
Considering ethics in finance
The useful guide to reaching your retirement goals
Protecting your money from inappropriate investment products
Can you still earn an income from investments in 2021?
Modern retirees are increasing their spending in later years, and it could affect your financial security
Seven changes you need to know about in 2018
Could the Japanese tradition of Kanreki help with your retirement planning?
How delaying retirement could help you maintain your standard of living as inflation rises
Retirees risk pensions running out ten years early
“It won’t pay out” and other financial protection myths busted
Should you voluntarily pay National Insurance contributions to boost your State Pension?
Divorce and pensions
Everything you need to know about financially supporting children through university
5 compelling reasons why you should share a financial planner with your family
Knowing your goals: How to plan your retirement around the things that matter to you
Bank of Mum and Dad: Can you afford to support family?
Inflation: What happened the last time the cost of living was rising this rapidly?
Peer to peer lending: What you need to know
Investment market update: June 2021
Investment market update: June 2022
Are you in a financially compatible relationship? …And does it matter?
What can you do to minimise objections to your will?
Guide: Your complete guide to buy-to-let
Getting to grips with Power of Attorney
Guide: Leaving an inheritance vs gifting during your lifetime
Why it’s important to remain calm amid continuing economic uncertainty
Four ways Pension Freedoms has changed retirement
Is it worth paying into a pension if you’re approaching retirement?
Before you increase pension withdrawals as the cost of living rises, here’s what you need to consider
7 things to review when looking at your pension
The guide to later-life planning and care
The UK ranks 19th globally for retirement security. Here’s why and what you can do
Knowledge is power: Do you know what your pension is worth?
Bonds: How do they fit into your investment portfolio?
Living legacies are on the rise. Here’s what you need to know about them
UK homeowners more financially stable than other countries
What is compound interest and how does it affect you?
What wishes should you set out when creating a trust to pass on wealth?
Early days: Upturn in young adults saving for retirement, but millions still lag behind
How financial planning goes beyond simple calculations
More people are turning to equity release to boost their income. Find out why here
The importance of independent living in later life
What to consider when investing for a child’s future
Investment market update: September 2022
The digital hurdle preventing retirees from accessing state benefits
How do UK pensions compare to the rest of the world?
10 signs it’s time to get financial advice
The tapered annual allowance: What you need to know
Six reasons to write a will even if you think you have nothing worth inheriting
Revealed: The key to happiness in retirement is focusing on experiences
3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances
3 key autumn statement changes you need to be aware of for the new tax year
Have you used your pension Annual Allowance? Here’s why you should review it before the tax year ends
6 feel-good news stories from 2022 to make you smile
Investment market update: December 2022
Your spring Budget update – the key news from the chancellor’s statement
All the winners and losers from the 2023 spring Budget
Estate planning: Do you need to include Inheritance Tax?
4 valuable ways a financial planner can help you tackle “overwhelming” pension information
51% of adults don’t have a will. Here’s why it should be a priority task
Financial planning as a couple could boost your finances, but almost 2 in 5 admit to “financial infidelity”
Forget the new year, spring is the perfect time to set new goals
Investment market update: March 2023
Retirees, don’t overlook the surprising risk of underspending in retirement
7 common but potentially harmful Inheritance Tax myths debunked
Savers celebrate rising interest rates, but it could mean an unexpected tax charge
5 excellent reasons families use trusts
The 3 types of tax you need to understand before investing in buy-to-let
Investment market update: June 2023
3 valuable reasons your financial reviews are important
Financial security is the most important retirement goal for 9 in 10 Brits
5 useful conversations to have this Talk Money Week
HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability
5 common mistakes when writing a will that a solicitor could help you avoid
Investment market update: September 2023
The guide to using equity release to unlock property wealth later in life
Retirement planning: Should you consider a phased retirement?
The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
The pros and cons of choosing a living legacy over leaving an inheritance
Why general elections in 2024 could lead to volatile investment markets
The feel-good news stories you might have missed in 2023
Investment market update: December 2023
Your Spring Budget update – the key news from the chancellor’s statement
All the winners and losers from the 2024 Spring Budget
Retirement planning: Bringing together your goals and finances
More retirees may need to consider tax liability as State Pension nears the Personal Allowance
Running out of money tops retirement concerns, but financial planning could bring peace of mind
The announcement of the new UK ISA marks 25 years of tax-efficient savings
Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
Investment market update: March 2024
Higher-rate taxpayers: Beware of the 60% tax trap
How to effectively protect your identity and your finances from criminals
What is cholesterol and how does it affect your health?
How “time travelling” as part of your financial plan could help you secure your goals
The fantastic benefits of basing your financial plan on happiness
The value of financial planning: How it could help you achieve your aspirations
Your Autumn Budget update – the key news from the chancellor’s statement
Could a financial plan give you the confidence to retire sooner?
Inheritance Tax: How does the UK compare internationally?
Climbing annuity rates could boost your retirement income
Why inflation solutions should remain part of your long-term financial plan
Investment market update: September 2024
2 valuable types of financial protection to consider if you have a family
The compelling benefits of building a tailored financial plan
Research: Financial stability could be the key to retirement happiness
5 useful allowances and exemptions that will reset at the end of the tax year
Investment market update: December 2024
How you could take advantage of falling interest rates
5 practical tasks that could help you get more out of your pension in 2025
Guide: 7 allowances you might want to use before the end of the 2024/25 tax year
5 strategies that could help you avoid running out of money in retirement
Home
About Us
- Our People
- Testimonials
- Feedback Form
- Terms Of Use
Information
- Pensions
- Investments
- Life and Protection Insurance
- Business Protection
Online Services
- Calculators
- Market Data
- Newsletters
- My Portfolio
Contact Us
Blog
- How have VCTs been used in the last 25 years?
- Pension age rises to 57: What does it mean?
- Don't panic Mr Mainwaring
- Pretirement: Why work during retirement?
- General Election 2017: How will it affect your personal finances?
- 6 things the mini-bond scandal can teach investors
- Confusion over pension contribution cap resolved
- A guide to Premium Bonds as NS&I announce 1.4 million unclaimed prizes
- Pension tax relief is safe for now…
- 5 things to keep in mind when you review your investments in 2020
- Pensioners lose £765 million by not comparing Annuities
- Interest rates rise above 0.5% for the first time in a decade
- Over 50s lurch unprepared towards a ‘Zombie retirement’
- DIY money management could cost you in the long run
- Making sure your pension lasts a lifetime as withdrawals increase
- Should you take a tax-free lump sum from your pension?
- Is your money as safe as houses?
- The cost of university: Parents expecting to pay £17,000
- Small business owner? Here are the measures in place to help you through the pandemic
- 5 steps the self-employed should take to prepare for retirement
- State Pensions
- Could your retirement income be below minimum wage?
- Your complete guide to the 2020 Budget
- How a will can help you reduce Inheritance Tax
- Buy to let
- Seven questions to ask before you start investing
- 2020/21 tax year: Exemptions and allowances
- Financial planning week: 10 steps to take before New Year
- Brexit
- Sustainable investment continues to grow
- What does coronavirus mean for my pension and retirement?
- Accessing a Child Trust Fund: What are the options?
- 10 changes you need to know about at the start of the tax-year
- Have you considered the cost of care in retirement?
- Bank of England interest rate cut: What does it mean for finances?
- Guide to ESG investing
- Pension and dividend tax changes dropped as election looms
- Autumn Budget 2018: Everything you need to know
- There are 4 different types of ISA available. Your guide to choosing the right one for you
- Your complete guide to mortgages
- National Savings & Investments launch ‘market leading’ account
- Autumn Budget 2018: Were you a winner or a loser?
- 5 ways you can reduce tax liability in retirement
- Inheritance Tax and gifting guide
- Pension cold calling ban: What does it mean for scams?
- The importance of taking stock of your pension withdrawals after market volatility
- Majority of class of 2017 retiring early
- What would negative interest rates mean?
- Do you know your State Pension age?
- Beware of pension trap when accessing your pension before retirement
- Disposable income drops, putting savings ratio at a record low
- Planning for a 100-year life
- Three things to know about sustainable investment
- Are Premium Bonds a good place for your savings?
- How can you beat the retirement income gender gap?
- Junior ISAs: Everything you need to know about saving for children
- How to protect your pension income during volatility
- Financial health check: How do you score?
- 70 per cent of under 30s predicted to have a pension shortfall – are you one of them?
- What should you consider when weighing up your investment risk profile?
- Calculating investment risk: What plays a role?
- £1.9 billion gifted to younger generations during the pandemic
- The value of financial advice
- Does bias affect your financial security?
- Your Summer Statement 2020 summary
- Is health insurance something you should consider?
- Retirement: Do you have enough?
- One million Brits unable to work for more than a month each year
- Chancellor announces new Covid-19 economic support – everything you need to know
- The 2020/21 end of the tax year guide
- Bank of Mum and Dad still doing brisk business
- Your guide to purchasing an Annuity
- When can you access your pension? It might be further away than you think
- Should you give money away to reduce your Inheritance Tax (IHT) bill?
- 3 things to think about if you want to relocate in retirement
- 83% of parents are saving for their children in cash, but it might not be a good idea
- Debunking the Critical Illness Cover myth
- Should you use savings to help children pay for university?
- Your 2021 Budget summary
- After 2 “once in a lifetime” economic events in 12 years, how can you protect your assets?
- Retirement: Why saving too much, in the wrong place, could cost you thousands
- Investment market update: August 2021
- Budget 2021 - The winners and losers
- Are you taking enough risk with your pension? Being too cautious could mean lower returns
- Should you invest in Buy to Let when you retire?
- Why you need to complete an expression of wishes alongside your will
- How the tax freezes announced in the Budget could leave you worse off
- 5 reasons you need to write a will (and keep it up to date)
- Interest rate rise: How will it affect you?
- 7 steps to take when you receive an inheritance to make the most of it
- Pension Lifetime Allowance is frozen until 2026: Will it mean your retirement tax bill soars?
- 7 signs of stress and how to combat them to improve your wellbeing
- Autumn Budget 2017: Everything you need to know
- Investment market update: September 2021
- 3 reasons to make social care part of your retirement plan
- Everything you need to know about the 2021 Autumn Budget
- Autumn Budget 2017: Were you a winner or a loser?
- 5 steps that could provide financial security for your partner if you pass away
- Why opening a pension for a child before they start school can unlock powerful growth
- 8 things to do if you’re retiring in 2022
- The effects of inflation - and how to combat them
- 2 allowances to use before the end of the tax year to make your retirement more comfortable
- What does “rebalancing” your portfolio mean and why is it important?
- 3 personal finance risks in 2022 and what you can do about them
- Seven tips for choosing the right savings account
- 7 different ways you can leave gifts in your will
- Employee benefits that self-employed workers miss out on, and how to bridge the gap
- Investment market update: December 2021
- Urgent call from MPs to ban pension scam cold calls
- Your complete 2021/22 end of tax year guide
- Guide – Your retirement choices: how to generate an income in later life
- Guide: 5 important lessons that Napoleon can teach you about growing your wealth
- Pension Freedoms: Ignorance isn’t bliss
- Why good retirement planning is about more than your pension and money
- Guide: The history of investing and what you can learn from the past
- HMRC refunds £42 million in overpaid tax to pensioners. Have you paid too much?
- Almost half of millennials feel that advice will benefit their savings
- Why it pays to use your 2022/23 ISA allowance right now
- Is £26,000 the secret to a happy retirement?
- “Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities
- 2018: A big year for auto-enrolment
- The cost of opting out of a Workplace Pension as minimum contributions rise
- Do you think you’d never be fooled by a scammer after watching the Tinder Swindler? Here are the tricks fraudsters use
- Premium Bonds: What are they and should you purchase them?
- Are Premium Bonds and other prize draws a good option for your savings?
- Investment market update: March 2022
- 62% of adults don’t understand inflation; here’s our quick explainer
- Considering ethics in finance
- The useful guide to reaching your retirement goals
- Protecting your money from inappropriate investment products
- Can you still earn an income from investments in 2021?
- Modern retirees are increasing their spending in later years, and it could affect your financial security
- Seven changes you need to know about in 2018
- Could the Japanese tradition of Kanreki help with your retirement planning?
- How delaying retirement could help you maintain your standard of living as inflation rises
- Retirees risk pensions running out ten years early
- “It won’t pay out” and other financial protection myths busted
- Should you voluntarily pay National Insurance contributions to boost your State Pension?
- Divorce and pensions
- Everything you need to know about financially supporting children through university
- 5 compelling reasons why you should share a financial planner with your family
- Knowing your goals: How to plan your retirement around the things that matter to you
- Bank of Mum and Dad: Can you afford to support family?
- Inflation: What happened the last time the cost of living was rising this rapidly?
- Peer to peer lending: What you need to know
- Investment market update: June 2021
- Investment market update: June 2022
- Are you in a financially compatible relationship? …And does it matter?
- What can you do to minimise objections to your will?
- Guide: Your complete guide to buy-to-let
- Getting to grips with Power of Attorney
- Guide: Leaving an inheritance vs gifting during your lifetime
- Why it’s important to remain calm amid continuing economic uncertainty
- Four ways Pension Freedoms has changed retirement
- Is it worth paying into a pension if you’re approaching retirement?
- Before you increase pension withdrawals as the cost of living rises, here’s what you need to consider
- 7 things to review when looking at your pension
- The guide to later-life planning and care
- The UK ranks 19th globally for retirement security. Here’s why and what you can do
- Knowledge is power: Do you know what your pension is worth?
- Bonds: How do they fit into your investment portfolio?
- Living legacies are on the rise. Here’s what you need to know about them
- UK homeowners more financially stable than other countries
- What is compound interest and how does it affect you?
- What wishes should you set out when creating a trust to pass on wealth?
- Early days: Upturn in young adults saving for retirement, but millions still lag behind
- How financial planning goes beyond simple calculations
- More people are turning to equity release to boost their income. Find out why here
- The importance of independent living in later life
- What to consider when investing for a child’s future
- Investment market update: September 2022
- The digital hurdle preventing retirees from accessing state benefits
- How do UK pensions compare to the rest of the world?
- 10 signs it’s time to get financial advice
- The tapered annual allowance: What you need to know
- Six reasons to write a will even if you think you have nothing worth inheriting
- Revealed: The key to happiness in retirement is focusing on experiences
- 3.3 million pre-retirees have started a phased retirement. Here’s what you need to know about managing your finances
- 3 key autumn statement changes you need to be aware of for the new tax year
- Have you used your pension Annual Allowance? Here’s why you should review it before the tax year ends
- 6 feel-good news stories from 2022 to make you smile
- Investment market update: December 2022
- Your spring Budget update – the key news from the chancellor’s statement
- All the winners and losers from the 2023 spring Budget
- Estate planning: Do you need to include Inheritance Tax?
- 4 valuable ways a financial planner can help you tackle “overwhelming” pension information
- 51% of adults don’t have a will. Here’s why it should be a priority task
- Financial planning as a couple could boost your finances, but almost 2 in 5 admit to “financial infidelity”
- Forget the new year, spring is the perfect time to set new goals
- Investment market update: March 2023
- Retirees, don’t overlook the surprising risk of underspending in retirement
- 7 common but potentially harmful Inheritance Tax myths debunked
- Savers celebrate rising interest rates, but it could mean an unexpected tax charge
- 5 excellent reasons families use trusts
- The 3 types of tax you need to understand before investing in buy-to-let
- Investment market update: June 2023
- 3 valuable reasons your financial reviews are important
- Financial security is the most important retirement goal for 9 in 10 Brits
- 5 useful conversations to have this Talk Money Week
- HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability
- 5 common mistakes when writing a will that a solicitor could help you avoid
- Investment market update: September 2023
- The guide to using equity release to unlock property wealth later in life
- Retirement planning: Should you consider a phased retirement?
- The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
- The pros and cons of choosing a living legacy over leaving an inheritance
- Why general elections in 2024 could lead to volatile investment markets
- The feel-good news stories you might have missed in 2023
- Investment market update: December 2023
- Your Spring Budget update – the key news from the chancellor’s statement
- All the winners and losers from the 2024 Spring Budget
- Retirement planning: Bringing together your goals and finances
- More retirees may need to consider tax liability as State Pension nears the Personal Allowance
- Running out of money tops retirement concerns, but financial planning could bring peace of mind
- The announcement of the new UK ISA marks 25 years of tax-efficient savings
- Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
- Investment market update: March 2024
- Higher-rate taxpayers: Beware of the 60% tax trap
- How to effectively protect your identity and your finances from criminals
- What is cholesterol and how does it affect your health?
- How “time travelling” as part of your financial plan could help you secure your goals
- The fantastic benefits of basing your financial plan on happiness
- The value of financial planning: How it could help you achieve your aspirations
- Your Autumn Budget update – the key news from the chancellor’s statement
- Could a financial plan give you the confidence to retire sooner?
- Inheritance Tax: How does the UK compare internationally?
- Climbing annuity rates could boost your retirement income
- Why inflation solutions should remain part of your long-term financial plan
- Investment market update: September 2024
- 2 valuable types of financial protection to consider if you have a family
- The compelling benefits of building a tailored financial plan
- Research: Financial stability could be the key to retirement happiness
- 5 useful allowances and exemptions that will reset at the end of the tax year
- Investment market update: December 2024
- How you could take advantage of falling interest rates
- 5 practical tasks that could help you get more out of your pension in 2025
- Guide: 7 allowances you might want to use before the end of the 2024/25 tax year
- 5 strategies that could help you avoid running out of money in retirement
