Shaping a sustainable future
The imperative of collective action and responsible investment What we do collectively this decade – including how we invest – could mark the difference between starkly different futures. Our actions …
New study uncovers financial vulnerability in five million UK households
Delayed life milestones and lack of planning pose significant risks New research has revealed that five million childless households in the UK currently lack life insurance, pensions or savings[1]. This …
Have you secured your legacy?
The vital role of Wills in estate planning Legacy planning holds different meanings for different individuals. For some, it is about ensuring their loved ones are financially secure; for others, …
Redundancy and your pension
Understanding your workplace pension options to navigate your next steps confidently Redundancy can be challenging and stressful, often creating uncertainty about the future. However, it can also signal the beginning …
Should you use your pension lump sum to pay off your mortgage?
Essential key considerations and potential pitfalls you need to know With interest rates much higher than they’ve been for many years, using your pension tax-free lump sum to pay off …
The retirement gap
Why UK retirees are working seven years longer than planned More than half (54%) of UK retirees foresee themselves working beyond their preferred retirement age, extending their careers by an …
The rise of remote work and moving abroad
Becoming a UK expat can mark the start of an exciting chapter, but what about your pension? In recent years, the rise in remote work, significantly accelerated by the global …
Could you have been underpaid the State Pension?
HMRC estimates that affected women could be owed an average of £5,000 each Thousands of mothers who have missed out on their full State Pension entitlement due to calculation errors …
Navigating life’s uncertainties
Uncomfortable reality that we can’t predict what’s just around the corner Life is unpredictable. We all acknowledge this truth but often push it to the back of our minds. Discussing …
Life insurance
Preparing for the unexpected Investing comes with its share of risks, which can sometimes lead to partial or total loss of your savings. Assessing your financial situation and establishing safeguards …