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.
Planning with purpose in 2026
A study found that personal values are the strongest motivators for UK adults when it comes to financial planning. When your financial goals reflect your deeper motivations, planning feels less like a task and more like a path toward fulfilment.
Life insurance – time to redress the gender gap
Women are twice as likely than men to not have a life insurance policy, mainly due to knowledge gaps and concerns about affordability. But adequate coverage offers vital financial support to loved ones if the policyholder dies during its term.
Clients are tuning in to intergenerational planning
The UK is expected to see a significant shift in assets passed down to younger generations over the next 30 years, prompting an interest in intergenerational planning.
Buying later and borrowing longer
People are buying their first homes later and choosing longer mortgages to make repayments more manageable.
Autumn Budget 2025
The Chancellor’s Budget boosts fiscal headroom, maintains tax pledges and forecasts stronger growth with falling inflation
Economic forecasts
The Chancellor’s Budget boosts fiscal headroom, maintains tax pledges and forecasts stronger growth with falling inflation
