A decade ago, retirees were given more ways to access their savings thanks to the introduction of Pension Freedoms. While many people welcomed the greater flexibility, data suggests it’s come with challenges too. Discover some insights that may help you make informed pension decisions.

When you’re creating a financial plan as a couple, you might encounter some challenges, such as difficulty talking about money or conflicting goals. Working with a financial planner could help you navigate these obstacles to get the most out of your joint assets.

At first glance, The Great Gatsby might appear to hold money lessons about how to accumulate wealth. However, as the story progresses, you discover that despite his incredible lifestyle, Jay Gatsby isn’t happy – a powerful reminder that accumulating wealth alone doesn’t bring you happiness; how you use it is essential.

While market volatility might seem like something that happens to investors, their emotions may play a role in short-term market movements. Find out how fear and anxiety could lead to investment values falling.

Aligning your business processes and workplace pension scheme with your company values on ESG and sustainability has some surprising benefits. Here are three of them.

Adopting a salary exchange scheme could have benefits for your business and your employees so don’t let these four common myths discourage or dissuade you.

The current tax year will end on 5 April 2025. When the new tax year begins, many allowances will reset, so you might want to check if you could benefit from using these seven to make your finances more efficient and reduce your overall tax bill in 2024/25. 

Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025. Yet, there was positive news for investors too. Find out what factors may have affected the performance of your investments.

Getting older unfortunately might mean getting used to new limitations. However, there are still ways you can improve your quality of life as you age. Read on to discover five practical tips for staying healthy in your 50s and beyond.

While financial challenges often come up when talking to people nearing retirement, the emotional obstacles could be just as important. Fortunately, a tailored financial plan could help you feel confident and excited for the next chapter of your life.

When reviewing a cashflow model, it can seem like there are a lot of numbers. Looking beyond the figures to incorporate your lifestyle goals could help you get more out of it and build an effective financial plan.

Being part of a crowd can be comforting. However, following trends when you’re investing could lead to decisions that aren’t right for your goals and circumstances. Find out why standing out could be a good thing.

Offering financial advice as an employee benefit could prove hugely valuable to your staff and to the business, freeing up key staff to focus on what matters.

The new tax year is set to bring a rise in employer National Insurance rates, which could make adopting a salary exchange scheme more appealing than ever. Here’s why.