General election results in the UK and France, as well as the ongoing presidential campaign in the US, caused volatility in investment markets around the world in July 2024. Find out what other factors may have impacted your portfolio.

The interest rate on your mortgage could affect both your short- and long-term finances. Find out how and some steps you could take to potentially secure a lower interest rate.

If you want your investments to have a positive effect on society, you might have come across the terms “ESG investing” and “impact investing”. While they’re sometimes used interchangeably and share similarities, there are differences. Find out more about these approaches.

A survey indicates that a worrying number of UK adults don’t have a will in place. If it’s a task you’ve yet to do, find out how the intestacy rules could affect your legacy and who benefits from your estate.

Unpredictable life events can knock even carefully laid plans off course. So, carrying out a financial review after events like redundancy or a relationship breaking down could help you update your plan, so it continues to reflect your circumstances and goals.

When your income rises, it’s easy for your expenses to creep up too. While indulging in some luxuries is a great way to celebrate a pay rise or promotion, you might want to consider the effect it could have on your long-term plans, including retirement.

As the workplace pension landscape changes, older schemes can become uncompetitive and an obstacle to attracting the best talent, but a scheme review could help

The world of ESG investing is complex and ever-changing, so read your guide to aligning your company’s workplace pension with its sustainability values

Revisiting your employee benefits could help you attract new talent, retain existing staff, and even increase productivity and profits. Find out how here.

Salary sacrifice can be a huge benefit to your business, paying for itself quickly while also providing valuable and tax-efficient savings for your employees. Find out more here.

While inflation continued to fall in many countries, central banks in advanced economies opted to hold interest rates despite expectations they’d be cut. Find out what else may have affected your investments in April 2024.

A think tank has said Britain’s houses are smaller, less efficient, and cost more than other advanced economies. As house prices rise, securing a competitive mortgage could be more important than ever. Find out more about the report here.

Critical illness cover could provide an essential safety net if you’re diagnosed with a serious condition. However, a survey suggests many people don’t understand how it works and why it could be valuable. If you want to improve your financial resilience, read about why critical illness cover might play a role.

If you’ve heard of “ESG investing” but aren’t sure what it means if or it’s right for you, read the essential things you need to know and discover how you could make it part of your investment strategy.

The number of families that are disputing wills is on the rise. Conflicts could mean your wishes aren’t followed. Discover some of the steps you could take to minimise the risk of disputes.

A third of people don’t check their State Pension forecast before they retire. It could mean they’re missing crucial information when creating a retirement plan, including when they’ll be able to claim the State Pension and how much they’ll receive. Find out why you might want to check your State Pension forecast now.

Persistently high inflation continues to affect economies and financial markets, as do fears that some countries will fall into a recession in 2024. Discover some of the events that may have affected your investment portfolio in January 2024.

There were more mortgage options available in January 2024 than at any time since 2008. More choice could be good news for homeowners or first-time buyers searching for a deal, but it could also make it difficult to navigate the options and choose one that’s right for you.

Managing your finances as a couple could mean you’re more likely to reach goals, but it can come with challenges too. Here are five handy tips that could help you and your partner build an effective financial plan.

Government borrowing was below expectations at the end of 2023. It could mean the chancellor has more scope to make tax cuts or increase public spending in the March Budget. Read about three changes Jeremy Hunt is reportedly considering.