The families of 6 in 10 over-75s could face challenges if they lose mental capacity 12th December 2023

A survey suggests more than half of people aged over 75 haven’t arranged a Lasting Power of Attorney (LPA). It’s an oversight that could mean their families may not be able to make decisions on their behalf if they lost mental capacity. MoneyAge report that research from Just Group revealed that around 3.4 million over-75s […]

Read more
Two Autumn Statement announcements you may have missed that could simplify your finances  

Jeremy Hunt delivered his second Autumn Statement as chancellor on 22 November 2023. While the headline news was cuts to National Insurance rates for employees and self-employed workers, there may have been less attention-grabbing changes that could make your finances easier to manage. Read on to discover how ISA and pension changes might be useful […]

Read more
How a contribution to your child’s pension could boost their financial security

As a parent, you might worry about your child’s long-term financial wellbeing. While you might consider supporting them through university, helping out with day-to-day costs, or handing over a home deposit, have you thought about contributing to their pension? It could go further than you think. Younger generations face some key challenges when saving for […]

Read more
Long-term expectations 28th November 2023

Returns from diversified equity-bond portfolios have been disappointing of late. For instance, over the last 12 months, the average of funds in the Investment Association’s three ‘mixed investment’ sectors (0-35% shares, 20-60% shares and 40-85% shares) have returned between -0.7% and 1.0%. Increased long-term interest rates have encouraged negative returns from bond investments and acted […]

Read more

Request a callback

Enter your details below and a member of our team will be in touch.

    Please read our Privacy Notice.

    Please click this box to confirm you fully understand and accept the Privacy Policy.