Articles featured in this issue:

Planning for an early retirement 

Living life to the fullest and accomplishing long-held dreams

Wealth accumulation

Valuable insights that can impact an investment strategy

Adjusting your pension plans

How could the normal minimum pension age change affect your plans?

What will your legacy look like?

Effective Inheritance Tax planning is a careful balancing act

Pre-year-end tax planning

Tax-saving actions to take before the deadline

Managing your finances as a couple

Discussing finances may feel uncomfortable, but it is crucial to maintain a healthy relationship

Harnessing the power of Green Pensions

One of our most potent tools in making substantial strides towards net zero

Protecting yourself from investment scams

If something sounds too good to be true, it probably is

Navigating through divorce

Safeguarding your future financial stability and preserving your wealth

The 'Bank of Family'

A £38 billion lifeline for modern parents

Young visionaries eye early retirement

The power of small changes can lead to a path to significant returns

Pension puzzle

Research highlights the gender disparity in financial engagement

The gift of giving

Distributing assets or cash without contributing to your estate's overall value for Inheritance Tax purposes

Jeopardising financial stability

Protecting you and your family’s financial future

The impact of disability on financial planning

Report highlights retirement savings must be inclusive for everyone

Health consciousness divide

Why prevention is better than cure 

Postponing retirement

An increasingly growing trend in Britain

Unpredictability of financial climates

Strategic diversification of your investments can be your first line of defence

Life’s complicated. Getting life insurance shouldn’t be

Make sure your loved ones are looked after should the worst happen

Proactive retirement planning

A growing trend among mid-lifers prioritising their future financial stability

Age is not just a number

The impact of an increased lifespan on your retirement finances

The £26 billion lost pension maze

Unclaimed pensions could mean thousands of pounds added to your retirement fund

Articles featured in this issue:

Working 9 to 5

More over 65s are still working than six years ago

Pension saving revolution

Auto-enrolment: celebrating a decade that has encouraged a culture of saving 

Investing for positive change

More investors align investments with personal values

Passing wealth down through the generations

Millions of retirees help out in cost of living crisis

Don’t abandon pension contributions as prices rise

Savers could miss out on thousands of pounds in retirement

Spotting an investment scam

How scammers are getting more convincing

Pensioners’ incomes

What is the average UK retirement income? 

How to maximise the value of pension savings

Mistakes to avoid when you’re aiming to build your pension pot

Doing the right thing for the planet

Four in five looking to change jobs demand green pensions

Balancing risk and returns

Bonds can play a key part in building an investment portfolio

Leaving a tax-efficient legacy

Considering the rule of seven when making financial gifts

Shrinking safety nets

More people set to dip into emergency funds

Increasing financial support for millennials 

Cost of living crisis drives early inheritance gifting

Preparing your finances for retirement 

Could market volatility and inflation mean you have to delay retirement?

Solving investor challenges

How to take less risk when investing

Reluctant to return

Millions want to stick with lockdown lifestyle changes

Navigating the higher rate tax freeze

Minimising the impact on your personal finances

Great wealth transfer 

Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation

Cash may not be king

Deciding whether to withdraw cash from your pension pot

Putting life on hold

Cost-of-living crisis delays homeownership, having children and retirement

Are you saving enough for retirement? 

One in six over-55s have no pension savings yet

Bringing pensions together

What to consider if you have multiple pension pots

How to protect you and your family’s future 

What kind of protection insurance do you need?

Inheritance Tax receipts reach £6.1bn

What if I could make my wealth more tax-efficient?

Bridging the gender pensions gap

Women left with half the pension pot, no matter the job

Unretirement

More over-50s returning to work amid cost-of-living crisis

Cost-of-living crisis

Britons cutting back on food and entertainment to keep cars on the road

Funding the lifestyle you want

Get your retirement plans in motion

It’s good to talk

More young adults are more engaged about money with their parents than past generations

A healthier approach to retirement wealth

Pension schemes have a critical role to play in the transition to a net zero economy

Health, wealth and happiness of a nation

Overall wellbeing still not close to being back to levels seen pre-COVID

Ten tips for first-time investors

Ready to get started on your investment journey?

When should I stop working?

How to tell whether you’re ready to retire

Never too early to plan ahead

Pension savers struggling to save enough for their later years

Bank of grandma and grandad 

Older generation using the wealth held in their property to help younger generations

Mind the retirement gap

Four out of five workers not saving at levels which are likely to deliver an acceptable standard of living in old age

Reevaluating the role of work

Preparing your finances for a career break 

Self-employed extremely vulnerable to loss of income

81% aren’t seeking financial advice

Later life and financial wellbeing

More than one-million over-60s are rethinking later life plans

Pension booster 

Mistakes to avoid when you’re aiming to build your pot

Articles featured in this issue:

Getting ready to retire?

Bolstering your retirement lifestyle as you approach retirement 

Invest your way out of inflation

Why now is the time to make sure you protect your wealth

Looking to build a bigger pension?

Don’t miss the deadline to give your pension savings a boost

Improving your financial health

Staying on track to achieving specific financial goals

How much do I need to save to retire?

Questions to help you live your best life in later life

‘Time is money’

5 principles of investing everyone should know

Pension freedoms

You work, you save and then you retire

Investment choices

Behavioural patterns shaping our way of investing, for better or worse

Cost-of-living crunch

Savers still recognise the importance of long-term planning

Disrupting social plans leads to savings surge

Britons saved almost £4bn as a result of the Omicron variant

‘Job for life’ a thing of the past

Most Millennials and Gen Z have two or more pension pots

Roadmap for investors

Increased confidence portfolios will perform well in 2022

Will I be able to retire when I want to?

Financial planning and advice for the ‘unretired'

Inheritance Tax

What will your legacy look like?

How confident are you about your retirement?

Hopes, fears and aspirations of people approaching and in retirement

Smart money habits

Best practice, smart money habits

Extending the scope of the trust register

Deadline for non-taxable trust registrations announced

Unlocking cash from the value of your home

Homeowners release a record-breaking £4.4bn in property wealth

Adult social care charging reform

What will the government’s proposals mean for the social care system?

Improve your financial life

Setting a financial New Year’s resolution you’ll actually keep

Beyond profit

How green is your pension?

Get ready to beat the ISA deadline

Time to give your financial future a boost?

New Year’s tax saving resolutions

Make full use of your relevant tax planning opportunities

Time to bring your pensions together?

3.6 million Britons have lost track of their pension savings

It may be time to invest your cash

Is your wealth protected from the damaging effects of inflation?

How much income will you receive from your State Pension?

Knowing what to expect can be an important part of planning for life after work

Create a better world to live and retire in

Pension investments to harness a more sustainable planet

The importance of financial protection 

Millions battling with financial hardship, relationship stress and sleepless nights

Across the generations

Pandemic forces people to reassess their finances

Mind the pension gender gap

Women are being urged to think about their long-term savings

Could equity release fund your future?

Freeing up funds or releasing money tied up in your home

Missing midlife workers

Redundancy pushes over-50s out of the workforce

What’s your magic number?

Keeping up your current lifestyle and enjoying your golden years

Live sustainably: how to be a conscious consumer  

The everyday choices we make all have impacts on our planet

Saving for a rainy day

What’s the right emergency fund amount for you?

What matters to you?

What you want your wealth to achieve will be unique. It may involve your family, your business and other interests - as well as the social or environmental causes you are passionate about. We can help you achieve the financial future you want for you and your family – please contact us.