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Mastering financial planning
Essential tips for mothers balancing family and finances Balancing the many responsibilities of motherhood can be overwhelming, often pushing long-term financial planning onto the back burner. However, effective financial planning …
Navigating the complexities of inheritance
Should you consider estate planning and gifting for future generations? As we age or accumulate more wealth, protecting and preserving our assets for future generations becomes increasingly essential. This process, …
Autumn Budget Statement 2024
What it could mean for your finances On 30 October, Chancellor of the Exchequer Rachel Reeves will deliver the Autumn Budget Statement 2024, accompanied by a comprehensive fiscal statement from …
Time to revisit your retirement plan?
Helping you feel more prepared for this stage of your life If you are in your 40s or 50s, you have likely contributed to a pension for quite some time. …
The middle-aged squeeze
Juggling careers, family care and financial pressure amid rising costs and wealth transfers Increasing longevity and evolving demographics have left many middle-aged individuals juggling careers with caring for both ageing …
Rising demand for health cover
Grappling with a workforce sickness epidemic and long NHS waiting times With 2.81 million people in the UK now away from work due to long-term sickness, ensuring employers offer comprehensive …
Building wealth and achieving financial goals
Aligning investments with risk tolerance and capacity Investing is an indispensable tool for building wealth and achieving financial goals. By allocating resources to various investments, individuals can accumulate wealth over …
The Great Unretirement
Contemplating a return to work after a significant absence or considering a phased return? In what some call ‘The Great Unretirement’, many retirees are re-entering the workforce. The reasons for …
Sandwich generation
Two-thirds of people in the UK will care for a loved one at some point With life expectancy rising and more people starting families later, around 1.3 million individuals in …
Take your pension to the max
Do you have potential shortfalls and need to address these gaps? First and foremost, let’s explore how your pension operates. When you contribute to a personal or defined contribution workplace …
Empowered savers
How to make future aspirations more attainable and less stressful Saving can bring you a level of financial freedom that transforms your life. By putting money away regularly, you create …
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 …