State pension awareness

What payments can you expect to receive from the government later in life? In April 2024, the state pension rose by 8.5% to £11,502.40 a year for post-2016 retirees. However, according to new research[1], one in seven (14%) retirees receive less money from the state...

Retirement experience among over 55s

Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, over 55s were asked how they find the overall retirement experience. The research found that four in five (79%) of over 55s who...

Financial planning conversations you need to have

Protecting your legacy and boosting your children’s financial security Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are involved. Nevertheless, parents of adult children are responsible for discussing their...

The importance of drafting a Will

Protect your family from uncertainty and potential conflicts Many people still lack a properly organised estate plan despite the numerous benefits of writing a Will—such as getting our finances in order, planning our legacy, and ensuring that our loved ones are well...

Learning from the retired

Balancing financial security with mental well-being The experiences of today’s retirees offer a wealth of knowledge for anyone planning their retirement. By observing the paths already taken, future retirees can glean valuable lessons from the triumphs and challenges...

Unveiling the core principles of investing

Timeless beacons guide investors through periods of market volatility towards financial prosperity In finance, the core investing principles stand as timeless beacons, guiding investors through periods of market volatility towards financial prosperity. These...