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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Guide: How to plan for a 100-year life

The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life. Discover how you might plan for later life in this useful guide.

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Investment market update: April 2026

During April 2026, markets have continued to experience volatility as the conflict in the Middle East has developed. Find out what external factors may have affected the performance of your investments.

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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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Ben Parker Ben Parker

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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