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Why a hands-off approach could make sense when you invest

Published: January 4, 2023 by Jennifer Armstrong

While it can be tempting to actively monitor and manage your investments, taking a back seat could lead to better outcomes.  There’s a saying that “the best investors are dead” because they’re not tempted to try and time the market. … Continue reading

3 key autumn statement changes you need to be aware of for the new tax year

Published: by Jennifer Armstrong

Last year, chancellor Jeremy Hunt made some key announcements during the autumn statement that could affect how much tax you pay from April. Reviewing your financial plan could help you understand if you’ll be affected and make changes if necessary.  … Continue reading

Does “lifestyling” pensions still make sense for modern workers?

Published: by Jennifer Armstrong

“Lifestyling” is a common way to protect your pension wealth as you near retirement. Yet, as retirement becomes far more flexible, is it something that’s still appropriate for modern workers? Read on to find out what it means and if … Continue reading

Estate planning: What is it and why does it matter?

Published: by Jennifer Armstrong

Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the future with an estate plan now could improve your long-term security and ensure your … Continue reading

Investment market update: November 2022

Published: December 15, 2022 by Jennifer Armstrong

Globally, inflation and recession risks continued to affect markets in November. Head of the International Monetary Fund (IMF) Kristalina Georgieva suggested that inflation could be nearing its peak. However, the Organisation for Economic Cooperation and Development (OECD) urged central banks … Continue reading