Guide: Everything you need to know about the State Pension

Having a stable income when you retire could give you the independence to enjoy a meaningful and fulfilling life after work. Indeed, a July 2023 survey by Legal & General found that 94% of UK adults said that financial security was their most important retirement dream. Your State Pension, along with other savings and investments, […]
Could your home open the door to a comfortable retirement?

For the next generation of retirees, being able to afford a comfortable retirement is a growing concern. In fact, the Guardian reports that 35% of those aged 45 to 54 haven’t started planning for retirement yet. Meanwhile, across all unretired UK adults, just 13% of men and 8% of women have a comprehensive plan to […]
Why business owners are choosing a phased retirement

As a business owner, you may have mixed feelings about the prospect of retirement. While you might be looking forward to spending more time with family, travelling, or relaxing, you could also feel apprehensive about stepping away from your business. In some cases, a phased or semi-retirement can offer the best of both worlds – […]
Autumn Budget 2025: Keep calm and carry on

On 26 November 2025, chancellor Rachel Reeves is set to deliver her highly anticipated Autumn Budget. And many sources are speculating over what changes could be around the corner. Reeves renewed the government’s pledge not to increase Income Tax, VAT, and National Insurance (NI) for “working people” in September 2025, as the Independent reports. While […]
Guide: 12 practical reasons to write a will and name a Lasting Power of Attorney

Thinking about what might happen after you die isn’t easy. It’s hard to imagine the world simply continuing. That’s likely one reason why so many people put off writing a will for “another time” or decide to “sort it later”. But the reality is, none of us know when we’ll die. Having a will in […]
Guide: Revealed: The value of financial planning

Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want. When you think about financial planning, you might initially focus on the financial element. Perhaps you’re interested in how planning can help you reduce your tax bill, invest to get the most out of your […]
How to protect yourself from investment scams in 2025

Investment scams are, unfortunately, on the rise in the UK, making it more important than ever to protect your hard-earned money. The digital age has brought plenty of opportunities to savers and investors, but it has also equipped scammers and fraudsters with a slew of new tools and tactics, and they often blur the line […]
What exactly is financial independence? How to define your path to financial freedom

Your definition of financial freedom might not be the same as the definition held by your neighbour, coworker, or family member. Broadly, the consensus is that being “financially free” means being able to live the life you desire, without carrying the burden of financial stress. It’s important to note that achieving financial freedom can require […]
From dot-com dreams to digital realities: How 25 years of tech evolution have transformed money management

Just 25 years ago, the world of technology was a wild frontier. The internet, particularly, was brimming with possibilities. Investors jumped on the bandwagon, creating what was known as the “dot-com bubble” – an over-inflated technology industry. This bubble burst, as many eventually do, triggering a significant downturn in global stock markets as high-value shares […]
Guide: Planning for a longer life: Wellbeing tips and financial management strategies

Average life expectancies have increased significantly in recent years, both in the UK and the rest of the world. While people living longer is always good news, it also brings new challenges for your health and, crucially, your finances. Maintaining your physical and mental wellbeing over a longer life requires more than just good luck. […]
