Britons saved almost £4bn as a result of the Omicron variant New research[1] has highlighted Britons saved almost £4bn[2] as a result of the Omicron variant disrupting social plans during the festive period.

Most millennials and Gen Z have two or more pension pots If you’ve worked multiple jobs over the years, you may have been auto-enrolled into a number of pension plans by past employers. You might also have a few pension plans that you opened yourself. Keeping track of all your plans’ policy numbers and knowing […]

Increased confidence portfolios will perform well in 2022 In 2021, there was a return to some form of normality across a vast majority of regions following successful vaccine roll-outs around the globe. But will the economic rebound continue in 2022, or be stymied by rising energy prices, higher inflation and further continued uncertainty brought about […]

Financial planning and advice for the “unretired” The changes in the retirement landscape mean that many people today are having to adjust their outlook towards retirement. With more people living longer, expectations of retirement are being reshaped and there is no longer a one-size-fits-all approach to retirement planning.

What will your legacy look like? Intergenerational planning helps you put financial measures in place to benefit your children later in life, and even your future grandchildren, but it’s important to start planning early.

Hopes, fears and aspirations of people approaching and in retirement People aged between 55 and 64 are now less confident about their retirement than they were a year ago, with over-55s most likely to be worried about rising prices.

Best practise, smart money habits Does the idea of looking at your bank account cause a sense of dread? Does the ping of your banking app make you question every single one of your spending choices?

Homeowners release a record-breaking £4.4bn in property wealth Despite the pandemic, 2021 saw older homeowners release a record-breaking £4.4bn in property wealth at a rate of more than £12m a day to help family members and secure their own finances by repaying debt or remortgaging existing borrowing, according to newly released data[1].

Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust […]

Behavioural patterns shaping our way of investing, for better or worse When it comes to money and investing, we’re not always as rational as we may think. Every human being is driven by emotions – more than we would like to admit. Emotions are the key drivers of our behaviour, and these behavioural patterns shape […]