Insights

Insights

  • 7 powerful investment lessons from Warren Buffett

    The pandemic has led to more people taking control of their finances and investing. If you’re looking for some investing tips, the following pearls of wisdom from Warren Buffett are a great place to start. Known as a businessman and philanthropist, Warren Buffett consistently ranks on lists of the [...]

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    Published On: March 25, 2021
  • The history of investing: What the past can teach us about market cycles

    2020 was an eventful year. The pandemic and subsequent lockdowns around the world had a huge impact on life, which inevitably affected stock markets and investment portfolios. The stock market volatility experienced a year ago will be fresh in the mind of investors, but the crash wasn’t unique. Investors have [...]

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    Published On: March 25, 2021
  • 5 steps to take for successful business succession planning to prime your firm for growth

    No matter the size of your business, some key people ensure its smooth running and growth. Without these people, even successful companies can face difficulties. Creating a business succession plan is an essential step for business owners. A succession plan is a strategy for developing future leaders within a [...]

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    Published On: March 25, 2021
  • Can money buy happiness? It’s the freedom to reach goals that adds value to your life

    Is the common saying “money can’t buy happiness” true? Research suggests that it isn’t, and that the opportunities financial security brings can deliver happiness and improve wellbeing. This latest study refutes often cited research, which claims money could buy happiness but only up to a point. A 2010 paper [...]

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    Published On: March 25, 2021
  • 8 pension mistakes that could affect your retirement

    Saving for retirement should be part of your financial plan and can help you secure the lifestyle you’re looking forward to. But watch out for these eight pension mistakes, which could ruin your plans. 1. Putting off paying into a pension The sooner you start paying into a pension [...]

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    Published On: March 25, 2021
  • Budget 2021 – The winners and losers

    A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 billion1 package sounded significant, it’s a sum that has paled into insignificance over the last 12 months as the chancellor has spent £280 billion1 shoring up the UK economy. As the chancellor [...]

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    Published On: March 5, 2021
  • Your 2021 Budget summary

    On Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of the economy and the government’s spending plans. The World Health Organization declared Covid-19 a pandemic on 11 March 2020, the same date as the 2020 Budget. Since then, the pandemic has led [...]

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    Published On: March 5, 2021
  • Guide: Behavioural biases, and how they affect your financial decisions

    Our latest guide is in partnership with Neil Bage, founder of Be-IQ, a fintech company focused on behavioural insights. The guide gives a fascinating overview of how our behavioural biases can affect the decisions we make. It could help you better understand your own decisions and what you can [...]

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    Published On: February 26, 2021
  • The 2020/21 end of the tax year guide

    The current tax year will end on 5 April 2021, a date when many allowances and tax breaks will reset. In some cases, it will be your last chance to use them. Making use of appropriate allowances can help you get the most out of your money. Our guide [...]

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    Published On: January 22, 2021
  • 7 tips for sticking to your new year’s resolution

    ‘New year, new me,’ goes the common saying. The start of a new year is often seen as a time to reinvent yourself and make plans towards goals. With 2020 causing so many setbacks and challenges, you may be thinking about setting a new year’s resolution to start 2021 [...]

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    Published On: December 10, 2020
  • Travel trends for 2021

    This year has meant cancellations and a need to rearrange travel plans thanks to Covid-19. Now, as vaccines have been unveiled, you may be thinking about where you can visit in 2021. Whether you hope to visit a destination you’ve visited before or somewhere new, the pandemic may influence [...]

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    Published On: December 10, 2020
  • Research finds that Brits are worryingly exposed to financial shocks

    Even carefully laid financial plans can go astray. Financial shocks, such as losing your job or being too ill to work, can affect your financial security. Yet, figures show many Brits aren’t taking the necessary steps to improve their financial resilience. A financial shock can cause short-term stress and [...]

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    Published On: December 10, 2020