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A grandfather laughing with his grandchildren.

3 ways behavioural bias could affect your approach to estate planning

Published: September 8, 2025 by Jennifer Armstrong

Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. An estate plan sets out how your assets will be managed during your lifetime and distributed after your death. … Continue reading

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Investment market update: July 2025

Published: August 6, 2025 by Jennifer Armstrong

The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Read on to find out what else may have affected … Continue reading

A couple laughing together in their kitchen.

Explained: Why overpaying your mortgage could save you thousands of pounds

Published: by Jennifer Armstrong

Overpaying your mortgage could mean you’re mortgage-free sooner, but did you also know it could save you thousands of pounds in interest? If you have a direct debit set up, it’s easy to think of your mortgage as a set … Continue reading

Stack of pound coins

Think cash is king? It might be time to review your mantra

Published: by Jennifer Armstrong

Cash can be comforting. It’s familiar, it’s accessible, and it’s tangible. But while cash savings can be part of a well-balanced financial plan, they’re not always the best-performing asset. Data shows that many UK adults are reluctant to depart from … Continue reading

A couple enjoying a bike ride.

Unsure how to access your pension at retirement? Here’s what you need to know

Published: by Jennifer Armstrong

It’s been a decade since Pension Freedoms legislation gave retirees more choice. Yet rather than relishing the freedom the changes have provided, research suggests workers are approaching retirement unsure about the decisions they need to make. Data published by PensionsAge … Continue reading