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Retirement planning: Should you consider a phased retirement?

Retirement can be an exciting milestone, but one that you might feel nervous about too. Setting out how to achieve the retirement lifestyle you want could help put your mind at ease. One of the first things you may have to consider is how you’ll retire – would a phased retirement suit you? Over the […]

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Investment market update November 2023

While inflation is starting to ease in economies around the world, there are still signs of economic challenges ahead. Read on to find out what affected investment markets in November 2023. UK In November, chancellor Jeremy Hunt delivered the Autumn Statement. Despite media suggestions that Inheritance Tax would be abolished, the biggest announcement was a […]

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Cost vs value: What’s the difference when you’re making a financial plan?

When you’re making decisions, cost might be an important factor, but value could be just as crucial. Balancing cost and value in your financial plan could help you get more out of your money. When talking about the investment market, Warren Buffett, known as one of the world’s most successful investors, once said: “Price is […]

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Why the “margin of safety” theory could be a valuable part of your financial plan

A “margin of safety” gives you a cushion to allow for losses or inaccurate assumptions in your financial plan. It could mean your goals remain on track, even if things don’t go exactly as you expect. Read on to find out why it could be a valuable part of your plan. The margin of safety […]

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7 lessons you could learn from the Wright brothers to help your finances soar

December 2023 marks 120 years since the Wright brothers made their first flight in a Kitty Hawk in North Carolina. The flight lasted just 12 seconds but proved sustained flight of a heavier-than-air machine was possible and cemented Orville and Wilbur Wright’s names in the history books. The Wright brothers have become synonymous with aviation […]

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How a contribution to your child’s pension could boost their financial security

As a parent, you might worry about your child’s long-term financial wellbeing. While you might consider supporting them through university, helping out with day-to-day costs, or handing over a home deposit, have you thought about contributing to their pension? It could go further than you think. Younger generations face some key challenges when saving for […]

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