Blog

There were ups and downs for investors during September 2025, with disappointing economic data dampening the market at times. However, some positive outcomes also emerged. Read […]

Many people wrongly assume that financial protection rarely pays out. While this is untrue, there are times when claims are rejected, and there might be steps […]

In September 2025, Action Fraud warned pension savers must remain vigilant as more than £17.5 million was lost to pension fraud in 2024 – roughly £48,000 […]

Increasingly, UK savers are losing track of their pensions. In October 2024, research by Pensions UK found that the total value of lost pension pots had […]

Taking control of your finances can be frightful. Complex rules that are easy to overlook could mean you fall for a “trick” when making financial decisions […]

Retiring should be a milestone you look forward to. It’s a chance to spend your time how you want and do the things you’ve been putting […]

Investment returns significantly affect what you can achieve in your long-term plans. Naturally, you want the highest possible returns, but research shows many investors have “unrealistic” […]

A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will between 2020/21 and 2023/24. If writing […]

From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away, but […]

Almost half of Brits doubt the State Pension will exist by the time they retire, according to a PensionsAge report published in July 2025. While scrapping […]

There are times when a gripping mystery that keeps you guessing is exactly what you need, but retirement planning isn’t one of them. Instead, channelling your […]

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded […]