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‘Uncategorized’ Archive

Private medical insurance

Keeping your health on track When life throws you an unexpected challenge, fast diagnosis and treatment are what matter most, along with genuine help, support and understanding. Nothing is more important to you than your health, and the health of your family.

Private medical insurance

COVID-19: What you need to know Rising NHS waiting lists alongside the relaxation of COVID restrictions could be driving the surging interest in private healthcare[1]. During the course of the pandemic, private hospitals have supported the NHS by providing their facilities to help the national effort to fight the virus.

Long-term care

Face the future with confidence As we get older, many of us will need help looking after ourselves. But what are the options when it comes to paying for long-term care?

Long-term care

Vision for the future of adult social care The government has set out its vision for the future of adult social care. New plans were announced on 7 September 2021 for adult social care reform in England. This included a lifetime cap on the amount anyone in England will need to spend on their personal […]

Writing a Will

How much do you have to leave and who will get what? It’s important to make sure that after you die, your assets and possessions (known as your ‘estate’) will go to the people and organisations (known as your ‘beneficiaries’) you choose, such as family members and charities you want to support.

Lasting Power of Attorney

Giving someone you trust authority to help you make decisions As someone becomes more unwell, they’re likely to find it more difficult to manage money and financial affairs, and may become too unwell to make decisions about health and care. A Lasting Power of Attorney (LPA) is a legal document in which someone (the donor) […]

Create a better world to live and retire in

Pension investments to harness a more sustainable planet Few people are aware of what their workplace pension invests in, let alone how their pension provider incorporates environmental, social and governance (ESG) matters into the process.

Time to bring your pensions together?

3.6 million Britons have lost track of their pension savings The more old pensions you do have, the easier it is to end up losing one. Tracing pensions from years ago can be a hassle. Over 3.6 million Britons admit they have no idea how many pensions they have and risk paying more in fees […]

Improve your financial life

Setting a financial New Year’s resolution you’ll actually keep Heading into the New Year, it’s the perfect time to take stock of your budget, liabilities and investments—and check them against your financial goals. The New Year brings an opportunity to reflect on the past year and to set new goals for the year ahead.

Beyond profit

How green is your pension? The consequences of inaction on climate change are now impossible to ignore. Every company has an impact on the world around us. And by investing in them, so do we.