Resources for Financial Wellbeing
Get your free retirement report.
Click below to answer a few questions and get your personalised, no-strings-attached retirement report.
Explore our news and insights on financial advice including IHTs, green investing, and more.
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.
6 in 10 over-45s are underestimating the cost of care by thousands of pounds
A report suggests that 6 in 10 over-45s are underestimating the cost of a care home by thousands of pounds. Understanding the expected costs and creating a care plan could ease stress for you and your family should you need support in the future.
The power of pension tax relief and how it could boost your retirement income
Pension tax relief can significantly bolster your future retirement income. Here's why it's worth ensuring you've claimed all you're entitled to.
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.
3 insights from the FTSE 100’s performance that could help you curb impulsive decisions
Despite ups and downs throughout the year, 2025 proved to be a great year for the FTSE 100. The index was up 21.5% over the year. Find out what investments lessons you could learn from the FTSE’s performance.
5 ways to emotionally recover from past financial mistakes
While mistakes can be frustrating, moving past them is important. Holding on to financial mistakes could mean you lose confidence in your ability to make decisions, so read five ways to emotionally recover.
Guide: The money lessons your family could learn from board games this Christmas
As you sit down to play a board game with your family over the festive period, you might pick one containing valuable money lessons. From the importance of diversifying in Risk to deciding upon goals in The Game of Life, there are plenty of learning opportunities.
Guide: 5 enduring money lessons you can discover in Jane Austen’s novels
In life, the finest wisdom often comes from the most unexpected places. You might even discover financial insights in the pages of Jane Austen’s novels. Read this useful guide to uncover enduring lessons in Northanger Abbey, Pride and Prejudice, and other works by the celebrated author.
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.
The difficult but important estate planning conversations to have with your family
Once you’ve created an estate plan, you might want to talk to your family about the decisions you’ve made. While these conversations can be difficult, they’re important and could ensure everyone is on the same page.
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.
Pension v Lifetime ISA: What’s the best way to save for your retirement?
Both a pension and a Lifetime ISA can help you save for retirement, but they come with their own features. Here are the benefits and considerations of each.
Why successful investing starts with your mindset, not the markets
What’s the most important factor affecting the performance of your investments? Your mind might jump to the ups and downs of the market. However, the markets aren’t the starting point of a successful investment: your mindset is.
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.
Your Autumn Budget update, and what it means for you
The chancellor has delivered the government’s Autumn Budget. Here’s a summary of the key announcements and what they could mean for your financial plan
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.
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.
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.
Think cash is king? It might be time to review your mantra
There’s a certain comfort in holding cash savings. However, looking at a wider range of options and investments could help you see higher returns. Find out why.