Resources for Financial Wellbeing

 
 
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Explore our news and insights on financial advice including IHTs, green investing, and more.

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Investment market update: January 2026

Geopolitical tensions and threats of trade tariffs continued to impact global investment markets at the start of 2026. Find out what factors may have affected your investments at the start of 2026.

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What you can learn from Michael Sheen about spending with purpose

Spending money with purpose can improve your wellbeing. With International Day of Happiness taking place on 20 March 2026, now is the perfect time to think about how you want to use your wealth in a meaningful way, taking inspiration from renowned actor Michael Sheen.

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Investment market update: October 2025

Markets reached record highs in October 2025 despite ongoing uncertainty and disappointing economic data in some regions. Find out what may have affected the performance of your investments.

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3 valuable ways to create a guaranteed income in retirement

Almost two-fifths of people say a guaranteed income is a priority in retirement. If you’d like the certainty of knowing how much you’ll receive each month, read about three valuable ways to create financial security when you stop working.

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How you could use framing bias to your advantage

How information is framed can alter your view and influence your decisions. Thinking about how you approach financial choices could help you reframe them to improve your mindset, and lead to better outcomes.

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Guide: Everything you need to know about the State Pension

The State Pension often provides a reliable income in retirement that’s an important part of your overall financial plan. Yet, many people don’t understand how the State Pension works or what they’re entitled to. This useful guide covers the essentials you need to know, from when you can claim the State Pension to how the income it provides will increase each year.

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Ben Parker Ben Parker

Investment market update: July 2025

The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Find out what else may have affected your investments recently.

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4 methods for tax-efficiently supporting charities

Supporting a good cause could increase your wellbeing and, in some cases, it could make sense from a tax perspective too. So, if you want to donate to charitable causes, find out some of the ways you could do so efficiently.

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