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Have you had a retirement conversation? Many people do not engage in crucial conversations regarding the lifestyle they envision As we approach one of life’s most significant transitions—retirement—many people do not engage in crucial conversations about the lifestyle they envision or assess whether they’re on track to achieve it. Recent research highlights that half of […]
keep readingRetirement readiness in your 50s Now is the time to make sure you know how much you need to save As you enter your 50s, retirement looms larger on the horizon, making it crucial to ensure your finances are optimally positioned. This stage of life demands a coordinated and joined-up approach to financial planning to […]
keep readingTwo-thirds of people in the UK will care for a loved one at some point With life expectancy rising and more people starting families later, around 1.3 million individuals in England and Wales now have caring responsibilities for older and younger dependents. If this sounds familiar, you’re likely part of the ‘sandwich generation’[1]. Commonly […]
keep readingBecoming a UK expat can mark the start of an exciting chapter, but what about your pension? In recent years, the rise in remote work, significantly accelerated by the global pandemic, has given many individuals the flexibility to work from virtually anywhere. Coupled with a mounting cost of living crisis, this newfound freedom has led […]
keep readingExperiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential future scenarios. Over the past 50 years, a ‘hard stop’ or ‘transitional’ retirement has been the predominant way people have transitioned into retirement. A ‘hard stop’ refers to an abrupt […]
keep readingSharing values and encouraging children to formulate their own Having a conversation with children about money early on helps them to build financial confidence and learn foundational principles that will be useful for years to come. It also allows parents to share their financial values and wishes. We look at some practical ways this can […]
keep readingEnsuring a secure future for you and your loved ones Nobody wants to consider what would happen if they became too ill to support their family financially. Financial protection is essential to creating peace of mind for your loved ones, but understanding what cover you may need can be confusing. Importance of financial security Have […]
keep readingWhat you need to know to avoid discrepancies and potential financial strain According to research[1], almost a third of UK adults who have checked their tax code (31%) have found that they have been on the wrong one at some point. Additionally, one in six (15%) UK adults do not know if they are on […]
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