Insights
Behind all great advice is in-depth knowledge. Here’s everything you need to know about pensions, property, government fiscal policy and the state of the UK economy. We’ll explain what it all means for you and finances.
Let’s Talk Money: why starting the conversation matters
This Talk Money Week (3 -7 November), our article explores why starting open conversations about money builds confidence, reduces stress and could help you prepare for the Autumn Budget’s potential financial changes. Now’s the time to #StartTheConversation.
Adapting to transformation – investing through global change
The investing landscape is rapidly evolving due to geopolitical uncertainty, inflation, AI and a changing labour market. The IMF forecasts 3% global growth, but risks remain.
Financial decisions – put your best foot forward
According to research, 38% of UK adults consider major financial decisions while walking. Getting outside can boost mood and bring clarity if you’re thinking about pensions, investments or protection plans - remember to stay future-focused, balance risk and seek advice.
Mortgage Guarantee Scheme launched
The Mortgage Guarantee Scheme aims to sustain availability of high LTV mortgages by incentivising lenders with government-backed guarantees. First-time buyers and home-movers across the UK can benefit, but professional advice is essential to help you choose the right deal.
In the news
A third of people expecting to inherit at least £300,000 do not understand IHT, so families could miss out on maximising their wealth. UK dividends hit £35.1bn in Q2, down 1.4% annually, however there are signs of strong underlying growth
Future proofing your finances this autumn
Autumn is a natural time to review your finances. Check pensions, savings and investments to ensure plans match your goals. Building short-term resilience and strengthening long-term security can help you feel confident about your financial future.
