Investing a lump sum
Received an inheritance, windfall, or proceeds from a business or property sale? But what next? Receiving a lump sum of money, whether from an inheritance,… Read More »Investing a lump sum
Received an inheritance, windfall, or proceeds from a business or property sale? But what next? Receiving a lump sum of money, whether from an inheritance,… Read More »Investing a lump sum
Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such… Read More »The importance of drafting a Will
Urgent need for effective financial strategies and support systems to ensure a dignified and secure retirement According to a new study[1], around 21% of retirees… Read More »Quarter of retirees financially struggling despite paying off mortgage
Protecting your legacy and boosting your children’s financial security Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are… Read More »Financial planning conversations you need to have
Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, over 55s were asked how… Read More »Retirement experience among over 55s
How much income will you need for a comfortable retirement? Almost a quarter (23%) of women in their 20s (aged 22-29 years) would be frustrated… Read More »Young women and retirement
What payments can you expect to receive from the government later in life? In April 2024, the state pension rose by 8.5% to £11,502.40 a year for… Read More »State pension awareness
Why the concept of a ‘hard stop’ retirement is becoming less prevalent New research reveals that more than a quarter (28%) of individuals aged 25… Read More »Changing retirement trends
What you need to know to avoid discrepancies and potential financial strain According to research[1], almost a third of UK adults who have checked their… Read More »Many Britons unaware of incorrect tax codes
Sharing values and encouraging children to formulate their own Having a conversation with children about money early on helps them to build financial confidence and… Read More »Building financial confidence in children