The critical factor

Life-changing cover, for life-changing events The coronavirus (COVID-19) pandemic has caused many households to reassess their financial defences with the purchase of protection insurance. The diagnosis of a serious illness … Read More

Winter Economy Plan highlights

What you need to know about the Chancellor’s announcement At the end of September, Chancellor Rishi Sunak announced a new Winter Economy Plan, with new measures to support businesses and … Read More

Planning for succession

How you will ‘slice up your wealth pie?’ There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing … Read More

State Pension age rises

How could the change impact on your retirement plans? For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension … Read More

Investing during retirement

Why it’s important not to view your portfolio with an element of finality  Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to … Read More

Supporting younger generations

Giving grandchild financial security is an important goal for many If you are a grandparent, it’s natural to want to help out the family. And if you’re able to give … Read More

Happiness is freedom

With greater freedom comes greater responsibility ‘The secret to happiness is freedom’ wrote the ancient Greek historian Thucydides. And with the introduction of the pension freedom rules, those aged over … Read More

Funding care

More of us can expect to require some form of long-term care Whether you are looking for care for yourself or a loved one, chances are that one of your … Read More

Future financial health

Taking the time to take back control over retirement savings  With all that has been going on in the world this year, for many people it’s been really difficult to … Read More