Resources for Financial Wellbeing
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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.
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.
Are you supporting a loved one? You might need a Lasting Power of Attorney to act
Millions of well-intentioned people in the UK are helping their loved ones manage their online financial accounts, but could risk having these accounts frozen because they don’t have a Lasting Power of Attorney in place.
How the value of your estate affects a key Inheritance Tax allowance
As the value of your estate grows, your Inheritance Tax allowance could reduce. Learn how the size of your estate can impact your tax-efficient allowance.
Powerful reasons to plan how to use your 2026/27 allowances and exemptions now
The 2026/27 tax year started on 6 April 2026. While you have until 5 April 2027 to use tax-efficient allowances and exemptions, making a plan now could be valuable.
How to take a career break and keep your pension on track
If you’re planning to take a career break, being proactive and considering the potential long-term implications could help you keep your pension and long-term plans on track.
How to manage lifestyle inflation to keep your long-term goals on track
Like inflation, lifestyle inflation could affect your finances, and you might not be aware of the effects straightaway. Find out how it might impede your ability to reach your goals and some ways to manage it.
Guide: 5 essential steps to plan for a pension shortfall if you want to retire early
Getting the most out of your retirement and reaching your goals requires careful planning. But as we all know, life doesn’t always go to plan. This handy guide could be useful if you want to retire sooner than originally planned.
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.