Insights

Insights

  • Guide: 10 really fab things the Beatles can teach you about successful financial planning

    60 years ago, the Beatles celebrated their first UK number one single – ‘From Me to You’. The Fab Four went on to spend an incredible seven years in the UK top 40. The band has influenced musicians for decades, but what you might have overlooked are some of the [...]

    Published On: May 4, 2023
  • Financial wellbeing: 4 steps to creating a financial wellbeing plan

    While growing wealth is often an important part of a financial plan, understanding how you can use your money to reach goals and improve your wellbeing is crucial. It could help you get the most out of your wealth and lead to a more fulfilling life.  This guide offers practical [...]

    Published On: March 27, 2023
  • All the winners and losers from the 2023 spring Budget

    Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements ultimately brought down the short-lived Truss administration, with current chancellor, Jeremy Hunt, announcing a series of policy measures in November 2022 aimed at calming the markets. Having taken “difficult decisions [...]

    Published On: March 15, 2023
  • Your spring Budget update – the key news from the chancellor’s statement

    On Wednesday 15 March 2023, chancellor Jeremy Hunt presented his spring Budget. Focusing on the government's aims to halve inflation, reduce public debt, and boost economic growth, Hunt delivered his first official Budget alongside the latest economic and fiscal outlook from the Office for Budget Responsibility (OBR). “Despite continuing global [...]

    Published On: March 15, 2023
  • Investment market update: February 2023

    Statistics suggest that some of the pressures facing economies, such as high inflation and recession concerns, are starting to ease. However, there is still a risk that economies could fall into a recession in 2023. Read on to find out what influenced the markets in February 2023.  As an investor, [...]

    Published On: March 7, 2023
  • 7 incredible cultural festivals to make part of your next holiday

    Next time you’re planning a trip abroad, checking out the cultural festivals of the location could turn your holiday into a once-in-a-lifetime experience. It’s the perfect opportunity to immerse yourself in a different culture, learn something new, and have a fantastic time.  From partying on the street to taking in [...]

    Published On: March 7, 2023
  • Missing financial protection triggers could leave you vulnerable to shocks. Find out why here

    The decision to take out financial protection is often triggered by significant life milestones. However, research suggests that the cost of living crisis and changing lifestyles mean many families are overlooking the importance of a financial safety net.  Financial protection can provide you with money when you need it most. [...]

    Published On: March 7, 2023
  • Premium Bonds prize rate hits 15-year high, but are they worth it?

    There are now more chances to win through Premium Bonds as the prize rate reaches a 15-year high. So, what are your odds of becoming a millionaire overnight and are they worth it? Read on to find out. Premium Bonds were first introduced in 1956 to encourage more people to [...]

    Published On: March 7, 2023
  • 5 practical things to check as part of a financial midlife MOT

    Rishi Sunak is reportedly drawing up plans to provide a “midlife MOT” to assess the financial health of workers and retirees. Taking stock of your finances in your 40s and 50s could lead to greater financial freedom in the future. Read on to discover five initial steps you can take [...]

    Published On: March 7, 2023
  • Soaring inflation drives up retirement costs by almost 20% in just a year

    High inflation means retirees could need to increase their budget by almost 20% to maintain the same lifestyle, research suggests. If you’re drawing an income from your pension, it’s vital you understand whether withdrawing more is sustainable. The UK experienced high inflation throughout much of 2022, and inflation remains above [...]

    Published On: March 7, 2023
  • Your guide to pension consolidation: The pros and cons you need to know

    Do you have multiple pensions? It could make it difficult to manage your pension savings during your working life and when you retire. In some cases, consolidating them could be beneficial. This guide explains what you need to know about transferring your pension savings, so you have fewer pots to [...]

    Published On: February 28, 2023
  • The essential guide to ISAs

    ISAs have been around for more than two decades, but they’ve changed significantly since they were first introduced. This guide can help you understand why using an ISA to save or invest could be a valuable part of your financial plan. Read the guide to find out: Why ISAs are [...]

    Published On: February 2, 2023