Shifting mindsets from saving to investing

Much has been made of the need to get more people investing for their long-term futures. Savers are leaving too much money sitting idle in low yielding cash savings accounts, when evidence shows that money would be better off invested for the long-term.However, new...

Older workers underprepared for retirement

Retirement can feel like a daunting milestone, and for many older workers, getting ready is still a challenge. A recent survey found that only four in ten working people aged 60-69 feel prepared to retire. Among the more than three million workers in this age group,...

New Year life insurance review

As 2026 gets underway, now is a good time to review your life insurance. It may not be the flashiest New Year’s resolution, but the right cover can provide peace of mind – and may even help reduce Inheritance Tax (IHT) liabilities.Why it mattersWith the IHT...

Aligning planning and purpose

A new year is the perfect moment for a financial reset. Where are you on your journey and how confident do you feel about the year ahead? Having a clear plan can help you move forward with purpose and peace of mind.What drives your financial choices?Research shows...

Start 2026 ahead: Know your tax numbers

As the 2025/26 tax year draws to a close, now is the perfect time to take stock and make sure you’re maximising your tax-efficient opportunities before the new financial year begins on 6 April 2026. A little planning now can go a long way. Here are some key...