Post-lockdown boost to financial wellbeing fades

Post-lockdown boost to financial wellbeing fades

Post-lockdown boost to financial wellbeing fades Continuing impact on people’s physical health and financial wellbeing The coronavirus (COVID-19) pandemic has had, and will continue to have, a major impact on our lives. It is not just impacting on people’s physical...
Investing with impact

Investing with impact

Investing with impact How ESG creates long-term value It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental. This has largely been fuelled by the climate emergency, leading to growing scrutiny of...
Generation vexed

Generation vexed

Generation vexed A third of Gen Xers not confident they can fund their retirement With 57% of Gen Xers wanting to save more for retirement but struggling to do so, a quarter (25%) plan to work part-time past the State Pension Age (SPA) to plug an expected income...
Planning for early retirement

Planning for early retirement

Planning for early retirement What are the financial consequences to stopping work in your 50s? Early retirement may be the ultimate dream for some, but the coronavirus (COVID-19) pandemic made it the only option for many. Figures from the Office for National...
The power of a plan

The power of a plan

The power of a plan How to create a personal financial plan in 8 steps When thinking about your future financial wellbeing, it can be helpful to consider a plan. It is a good idea to have a clear sense of what you want from life and use this as a guide for making...
Pensions and retirement still remain a taboo

Pensions and retirement still remain a taboo

Pensions and retirement still remain a taboo When it comes to marriage and money, it’s good to talk Millions of married couples have no idea about their spouse’s pensions and retirement plans, according to new research[1]. More than three-quarters (78%) of non-retired...