Future retirement security

More younger women opting out of pensions

Young women are putting their future retirement security at risk by opting out of their workplace pension[1]. The analysis shows a worrying spike in opt-outs, with 10.5% of women aged 22–29 opting out of their workplace pension. This compares to 8.1% of men in the same age group.

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Have you planned for the unexpected?

One in eight homebuyers don’t discuss their protection needs

Buying a property is usually the biggest financial obligation many of us will take on in our lifetime, and it’s an obvious moment to pause and consider our protection needs.

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Inflation matters

One of the biggest threats to the health of your investment portfolio

If you’re investing – especially for major goals years away, such as retirement – you can’t afford to ignore the corrosive effect rising prices can have on the value of your assets.

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Unlocking property wealth

Are you ‘property rich’ but want or need more than you have saved?

An increasing number of people aged over 65 are using equity release products to pay off debts and mortgages. Many people in the UK might be ‘property rich’ but want or need more than they have saved to enjoy the lifestyle they want. And with more people living longer, there are, on average, more years to fund.

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Lifestyle protection

One in five self-employed and contract workers unable to survive a week without work

The world of work has changed enormously over the past 20 years. Being self-employed, freelance or working on a contract basis has become the norm for all sorts of professions.

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Discover a clearer financial future

Professional financial advice tailored to you

It’s often a common fallacy that only those that are wealthy have any need for professional financial advice. Regardless of how careful you are with your money, dealing with the tricky intricacies of taxation, investments and financial regulations can be difficult for even the most money-conscious of earners.

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Millennial money

Social and environmental good as well as financial returns

Building wealth for the future is important, but increasingly people want their investments to do more than make money. Investing ethically means different things to different people.

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Strategy for financial well-being

Government guidance body launches five goals

A new UK-wide strategy to transform the country’s financial well-being in a decade has been launched by the Money and Pensions Service (MaPS) under its government mandate.

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Employee well-being

Active steps to make sure your people are happy, healthy and financially sound

Employee health and well-being is high on many businesses’ agendas and is no longer merely an afterthought when addressing sickness absence. There is an obvious link between a happy, healthy workforce and improved productivity.

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Goals-based investing

Careful planning and successful investing

If your savings goal is more than five years away, putting some of your money into investments could allow you to earn more from your money and keep up with rising prices. Your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing of your wealth can help you get there. Whatever stage of life you’re at, we’ll help you navigate through the opportunities and challenges you may face.

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