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.
Healthy uptick in investing confidence
UK investor sentiment is rising, especially among younger adults eager to build wealth. With more turning to long-term investing, now’s the time to put plans into motion and make your money work harder.
Bank of Mum and Dad – worth their weight in gold
The Bank of Mum and Dad funded over £9.6 bn of first-time home purchases in 2024. With Bank Rate and mortgage rates falling, and lenders generally relaxing their affordability rules allowing buyers to borrow more, the support provided by BoMaD will likely fall to lower levels
Balancing family needs and your own financial freedom
Supporting loved ones is admirable, but doing so at the cost of your own financial wellbeing can create long-term strain. Smart planning helps you assist others without compromising your future. Let’s help you strike the right balance.
Who will inherit your pension?
Failing to update your pension beneficiary could mean your money goes to the wrong person – some people even have an ex-partner listed. Regularly review your nominations to make sure they reflect your current wishes and protect those who matter most.
Financial empowerment for retirement control
Financial empowerment starts with clarity and confidence around your pension. With many savers off track, now is the time to plan, contribute and take control of your retirement future - putting it off shouldn’t be an option for you.
‘Squeezed middle’ falling into ‘protection gap’
Many people in their 30s and 40s lack sufficient life cover, despite major financial responsibilities. With the right advice, protection is achievable, and essential, to ensure your loved ones are financially secure if the unexpected happens.
