Investing for positive change

Investing for positive change

Investing for positive change More investors align investments with personal values Over the past few decades, there has been a growing interest and awareness in investing in companies that take into account environmental, social and governance (ESG) factors. This...
Solving investor challenges

Solving investor challenges

Solving investor challenges How to take less risk when investing There are a number of strategies that individual investors can use to take less risk when investing. Diversification is one approach that can help to mitigate the effects of volatility in any one...
Preparing your finances for retirement

Preparing your finances for retirement

Preparing your finances for retirement Could market volatility and inflation mean you have to delay retirement? It’s never too early to start planning for retirement. But if you’re nearing retirement, it’s especially important to have a plan in place in case market...
Increasing financial support for millennials

Increasing financial support for millennials

Increasing financial support for millennials Cost of living crisis drives early inheritance gifting The rising cost of living is cutting into even the most resilient saving pots and salaries, forcing many to re-consider their financial priorities, whatever their...
Shrinking safety nets

Shrinking safety nets

Shrinking safety nets More people set to dip into emergency funds Having money set aside can help to provide protection against any abrupt financial changes. A new report has identified one in four working households with savings (28%) have started dipping into them...
Leaving a tax-efficient legacy

Leaving a tax-efficient legacy

Leaving a tax-efficient legacy Considering the rule of seven when making financial gifts You’ve worked to build up your wealth. But now it’s time to make plans so your loved ones can get the most from the estate you intend to leave behind. If you think you might be...