
How to stop following the investment crowd and stick to your strategy
Being part of a crowd can be comforting. However, following trends when you’re investing could lead to decisions that aren’t right for your goals and circumstances. Find out why standing out could be a good thing.

Behavioural finance: The effect emotions could have on your financial decisions
Emotions can affect how you perceive a situation and might influence the financial decisions you make too. One simple step you might take to reduce how emotions affect your investments and other areas of your finances is to give yourself time before making a decision.

Investment market update: October 2024
While inflation is stabilising in many major economies, there continue to be challenges that have led to investment market volatility. Discover some of the events that may have affected your investments in October 2024.

5 smart reasons why retirement planning should start in your 30s and 40s
Just 5% of Brits aged between 35 and 44 have taken financial advice to help them prepare for retirement. While the milestone can seem a long way off in your 30s and 40s, planning now could be valuable and lead to greater financial freedom later in life.

4 valuable ways lifetime cashflow forecasting could give you financial confidence
Lifetime cashflow forecasting could help you make better financial decisions and feel more confident about your financial future. Discover four valuable ways it may support your wellbeing.

Why your financial plan could benefit more than you by creating a legacy
Your financial plan could support more than just your long-term financial security – you may use it to create a legacy for your loved ones too. Whether you want to offer support now or pass on assets when you pass away, a financial plan could help you understand the impact.

10 financial tasks to complete this year to head into 2025 feeling confident
The end of the year is the perfect time to tick off some of the financial tasks you might have been putting off. Completing these 10 jobs could help you start 2025 feeling confident about your finances.

2 key Budget announcements that may affect your financial plan
The Autumn Budget included some key changes that might affect your financial plan. Discover what the announcements about Capital Gains Tax and Inheritance Tax could mean for you.

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

Guide: 5 insightful lessons you could learn from the world’s most successful investors
The world’s most successful investors are known for consistently delivering above-average market returns, and they offer practical lessons that could guide your approach to investing too. Discover some powerful investment lessons by downloading your copy of this useful guide.

Could “lifestyle creep” affect your retirement plans?
When your income rises, it’s easy for your expenses to creep up too. While indulging in some luxuries is a great way to celebrate a pay rise or promotion, you might want to consider the effect it could have on your long-term plans, including retirement.

4 unpredictable life events that could mean you’d benefit from a financial review
Unpredictable life events can knock even carefully laid plans off course. So, carrying out a financial review after events like redundancy or a relationship breaking down could help you update your plan, so it continues to reflect your circumstances and goals.

Why taking your pension as a lump sum could leave you with a huge tax bill
Making a lump sum withdrawal from your pension could provide you with greater financial freedom. However, if you’re not aware of Income Tax thresholds, it could also leave you with a sizeable and unexpected tax bill.

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy
A survey indicates that a worrying number of UK adults don’t have a will in place. If it’s a task you’ve yet to do, find out how the intestacy rules could affect your legacy and who benefits from your estate.

Why tuning out political speculation may help you stick to your financial plan
While the general election has concluded, there’s still plenty of speculation about changes the Labour Party will make and how it could affect personal finances. While it might be tempting to react to headlines, tuning out the conjecture could help you stick to your financial plan.

Inheritance Tax: The basics you need to know about the “death tax”
Inheritance Tax could reduce the wealth you leave for your family when you pass away. Around 4% of estates are liable for the tax. If you’re unsure whether your estate could be affected, discover the thresholds and allowances you need to know about.

What a Labour government could mean for your finances
Having won a decisive victory in the 2024 general election, here’s what a Labour government under Keir Starmer could mean for your finances

What the 2024 general election could mean for your finances

How to make the unexpected part of your financial plan
Unexpected events could derail even the best-laid plans. While you might not know what’s around the corner, an effective financial plan might consider the potential effects and allow you to take steps to keep your finances on track. Find out why a financial plan could be beneficial.

ESG for beginners: The basics you need to know about ESG investing
If you’ve heard of “ESG investing” but aren’t sure what it means if or it’s right for you, read the essential things you need to know and discover how you could make it part of your investment strategy.