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Missing financial protection triggers could leave you vulnerable to shocks. Find out why here

Published: March 22, 2023 by Jennifer Armstrong

The decision to take out financial protection is often triggered by significant life milestones. However, research suggests that the cost of living crisis and changing lifestyles mean many families are overlooking the importance of a financial safety net.  Financial protection … Continue reading

Explained: The 4 main asset classes that could form part of your portfolio

Published: by Jennifer Armstrong

You may have come across the term “asset class” when reviewing your finances or investing, but what does it mean? And which asset class suits your goals?  In finance, asset class is often used to describe a group of investments … Continue reading

5 inaccurate expert predictions that prove why you shouldn’t try to time the market

Published: by Jennifer Armstrong

When you look at investment performance with the benefit of hindsight, you may think you could predict how markets will move. Yet, markets are unpredictable and expert forecasts prove how difficult timing the market is. Every investor has heard the … Continue reading

5 practical things to check as part of a financial midlife MOT

Published: by Jennifer Armstrong

Rishi Sunak is reportedly drawing up plans to provide a “midlife MOT” to assess the financial health of workers and retirees. Taking stock of your finances in your 40s and 50s could lead to greater financial freedom in the future. … Continue reading

Explained: How pension tax relief works and boosts your retirement savings

Published: by Jennifer Armstrong

Tax relief could boost your pension and mean you have more financial freedom in retirement. Yet it’s something that you may overlook when reviewing your pension, as analysis suggests that some workers aren’t claiming their full entitlement.  In fact, according … Continue reading