Retirement is a major life event that most people spend years planning and looking forward to. And yet, research by Moneybox (3 July 2026) reveals that 43% of over-55s have never discussed their retirement finances with anyone, and just 44% have spoken about them to their partner or spouse. This could leave couples with different […]

Psychology could be one reason why some people are reluctant to invest, even when it fits into their wider financial plan.  Managing risk is an important part of life. You check the road before you cross the street, and you might be encouraged to take out home insurance just in case something happens. So, it’s […]

In last month’s article, you read about why it’s often more difficult than you expect to identify scams. With the amount of money lost to fraud rising, being aware of common types of scams could mean you’re in a better position to spot the warning signs.  According to UK Finance (15 June 2026), £1.28 billion […]

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than 130 episodes of the Financial Wellbeing Podcast.  Being happy over a period of time takes work.  Doing something that […]