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Insights

Income Protection Awareness Week 2026 – is your income properly protected?

Income Protection Awareness Week is taking place on 21 - 25 September. It’s a great time to reflect on the importance of...

Enjoying your happy and healthy retirement

Getting your finances in order is a crucial step in enjoying a happy and healthy retirement but it is only part of...

A new shape to homeownership

Longer mortgage terms and later homeownership are reshaping borrowing and retirement planning in the housing market...

Why is life insurance back in focus?

Future changes to Inheritance Tax (IHT) are leading more people to rethink how they pass on wealth...

News in Review

In this week’s edition - encouraging economic data from the Office for National Statistics (ONS), the rise in oil prices, the government...

News in Review

This week John Healey delivered his first major speech as Chancellor, business confidence increases by 4 points, the latest data on the...

Retirement planning for the self-employed

Around 40% of self-employed workers are actively saving for retirement, according to recent research...

Remortgaging on the rise

Remortgaging activity is surging as borrowers seek flexibility and better deals amid changing rates...

Positive momentum in protection – but gaps remain

Protection claims are rising, yet many households don’t have life insurance and lack adequate financial protection cover...

Pension Awareness Week – Are you on track for the retirement you want?

Pension Awareness Week is the ideal time to review retirement plans, understand new pension tax changes and check you're on track....

Keep your cool in the housing market

Summer’s heating up - keep your cool with your house moving plans. Good planning, realistic budgeting and future thinking can reduce stress...

News in Review

Housing market improves, Burnham boosts business confidence, difficulties in the retail sector and US inflation still high...

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