Rising costs, independence, and the necessity for proactive financial planning Recent data highlights a growing concern about the affordability of care and the maintenance of independence in retirement. Research has shown significant worries among UK adults regarding how [...]
Understanding the impact of a frozen state pension on your retirement income Retiring abroad may appear to be a dream come true, but for some British pensioners, it could carry a hidden financial cost. If you move to [...]
How to clarify your path to financial success Establishing clear investment goals is essential for achieving long-term success, as they serve as a roadmap outlining the purpose and desired outcomes of your investments. By defining your priorities, you [...]
Building wealth in an uncertain world It’s not surprising that the world of investing can seem complex. Investors today are confronted with ever-changing market conditions, a constant stream of news, and an overwhelming number of investment options. Navigating [...]
How to navigate your transition to life after work The age at which you decide it’s time to take life easy is a very personal choice. When your retirement day arrives, you can toss away your alarm clock, [...]
Secure your future with smart financial choices Whether you’re employed, a partner, or self-employed, you can contribute to a pension. Employers are legally required to provide workers with access to a pension scheme, while anyone self-employed or unemployed, [...]
How to build long-term wealth with a tailored strategy Market volatility is an unavoidable aspect of investing. Geopolitical events, such as the invasion of Ukraine, trade wars, inflationary pressures, and alterations in interest rates, are among the numerous [...]
A new report reveals that millions rely on guesswork when planning for retirement Millions of UK adults are approaching retirement more guided by intuition than by careful planning, according to recent report findings[1]. The research reveals that 1 [...]
Remaining focused on established investment principles is essential Has the time come for ‘the talk’ with your parents about their money? Having the money talk with your parents could be critically important. When you were growing up, adults [...]
Setting the course for a secure future As we enter the second half of 2025, the same familiar issues continue to affect the financial landscape. Inflation, although easing, still impacts spending power. Meanwhile, a series of stealth tax [...]
Smart Money July / August 2025 Welcome to the July / August 2025 edition of Smart Money. Click to download
Looking for a steady approach to building your portfolio? Bonds can provide stability and income for your investment strategy. They are often viewed as a ‘safer’ and more stable option, particularly in today’s unpredictable economic environment. Fixed interest [...]
