Blog

Our blog is regularly updated to help you understand the key issues which will affect your personal finances both now and in the future.

Investment market update: March 2024

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Everything you need to know about lifetime mortgages

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6 in 10 Brits are unaware their pension is usually outside of their estate

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5 practical tips that could help you set realistic financial goals

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Running out of money tops retirement concerns, but financial planning could bring peace of mind

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Retirement planning: Bringing together your goals and finances

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Guide: 7 valuable behaviours for successful investing

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Your Spring Budget update – the key news from the chancellor’s statement

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All the winners and losers from the 2024 Spring Budget

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Investment market update: February 2024

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1.5 million households could see their mortgage repayments soar when their deal ends in 2024

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Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

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Have you overlooked speaking to your beneficiaries as part of your estate plan?

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Are you risking a pension shortfall by overlooking longevity?

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Retirement planning: The 3 main ways you could access your pension

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Investment market update: January 2024

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Mortgage availability is rising. Here’s what to consider when narrowing down your options

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A Lasting Power of Attorney could offer protection at every life stage

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How to protect financial gifts to your children from relationship breakdowns

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The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters

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Retirement planning: The importance of setting out your lifestyle goals

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Guide: Everything you need to know about annuities when creating a retirement income

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Investment market update: December 2023

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How to secure a competitive interest rate to cut your mortgage costs

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Why general elections in 2024 could lead to volatile investment markets

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The pros and cons of choosing a living legacy over leaving an inheritance

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Inflation is falling. Here’s what it could mean for your finances

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Retirement planning: Should you consider a phased retirement?

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Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

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Investment market update November 2023

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IMF predicts interest rates squeezing mortgage holders won’t start to fall until 2028

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3 helpful ways effective financial planning could ease health fears

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