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The future of retirement
Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential future scenarios. Over the past …
Read MoreThe cost of early withdrawal from your pension
How retirees are impacting their financial future by accessing pension pots too soon More than three-quarters (78%) of retirees have already dipped into their pension pots by the time they …
Read MorePension scams on the rise
Protect your savings! 7.3 million UK adults encountered an attempted scam in the past year Around 7.3 million UK adults, or one in seven, encountered an attempted pension scam in …
Read MoreMastering 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 …
Read MoreNavigating 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, …
Read MoreAutumn 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 …
Read MoreTime 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. …
Read MoreThe 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 …
Read MoreLatest Guides
Latest Newsletter
Smart Money Newsletter – Sept/Oct 2023
HOW BONDS’ STRUCTURE AND TAX ADVANTAGES CAN HELP YOU PASS ON WEALTH Welcome to our latest edition. In this issue, we look at investment bonds and explain how they offer …
Read MorePrevious Newsletters
Smart Money Newsletter – Sept/Oct 2023
HOW BONDS’ STRUCTURE AND TAX ADVANTAGES CAN HELP YOU PASS ON WEALTH Welcome to our latest edition. In this issue, we look at investment bonds and explain how they offer …
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eSmart Money Newsletter July/August 2023
KEY STEPS TO ACHIEVING A COMFORTABLE RETIREMENT Welcome to our latest edition. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential …
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Smart Money Newsletter March/April 2023
MAKING THE RIGHT PREPARATION FOR FUTURE GENERATIONS Welcome to our latest edition. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards …
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Smart Money Newsletter January/February 2023
TAXING TIMES. TIME FOR A TAX HEALTH CHECK? Welcome to our latest edition. With the current tax year having begun on 6 April 2022, the clock is ticking and it …
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Smart Money Newsletter November/December 2022
DON’T ABANDON PENSION CONTRIBUTIONS AS PRICES RISE Welcome to our latest edition. As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household …
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Smart Money Newsletter September/October 2022
COST-OF-LIVING CRISIS DELAYS HOMEOWNERSHIP, HAVING CHILDREN AND RETIREMENT Welcome to our latest edition. Rising living costs have been so significant in recent months that most UK households will have noticed …
Read MoreUseful Guides
Self Invested Personal
Pension Schemes
A flexible, tax-efficient way of saving for your long term future
Individual Saving
Accounts
Use it or lose it! Don't miss out on this year's tax-efficient opportunity.
Investment
Risk
When it comes to investing, one size definitely does not fit everyone
Financial
Goals
How to create financial
goals you can actually
achieve
A Child's
Future
How to ensure your children or grandchildren get the best financial start in life
Retirement Planning
How can I guarantee
the kind of
retirement I want?
Investing For
My Future
Your opportunities.
Your wealth.
Your legacy.
Pension Freedoms
How will you turn your pension into money you
can use?
Life Insurance Protection
Suddenly we're having to think about things we haven't thought about before
Income Protection Insurance
Would you still need
a monthly income if
you can't work?
Critical Illness Cover
Don't let a life-changing moment disrupt your life and put a strain on your family
