How to find purpose and get the most out of your retirement
Retirement might be a chapter of your life you’ve been looking forward to for years. Perhaps you’ve been daydreaming about how you’ll make use of the extra time, or you’ve already planned an adventure to kickstart your life after work.
The essential guide to mortgages
Reviewing mortgage options can be overwhelming, whether you’re a first-time buyer or are expanding your property portfolio. This handy guide covers the essentials you need to know when you’re comparing different deals to help you find the one that’s right for you.
7 valuable behaviours for successful investing
What do you need to do to invest successfully? Choosing the “right” assets might come to mind first. However, one important aspect you might overlook is your behaviour and mindset. Read our useful guide to discover which investment behaviours could improve outcomes.
10 things you can learn about your financial plan from these ABBA hits
To celebrate five decades of fantastic Swedish pop, this guide looks at what you can learn about managing your money from 10 iconic ABBA songs. From focusing on your long-term goals so you can have the “time of your life” to the importance of balancing risk when you “take a chance” on investing, you might be surprised at the lessons you could learn.
Everything you need to know about annuities when creating a retirement income
When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an annuity, which could provide you with a reliable income.
If you’re not sure how annuities work or if they could be right for you, this guide explains the essentials you need to know. It could help you feel more confident making decisions about your pension and retirement income.
7 allowances you might want to use before the end of the 2023/24 tax year
This guide explores some of the allowances that could help your money go further. You might discover you could reduce your Income Tax liability by using the Marriage Allowance or find a tax-efficient way to save for your long-term goals by using an ISA or pension.
7 useful questions if you plan to take a flexible income from your pension
Withdrawing a flexible income from pensions has become a popular option among retirees. Yet, it comes with challenges too, and you may need to consider how to balance short- and long-term needs. This useful guide explains some of the key factors you might want to consider before you start taking an income.
10 magical life and money lessons you can learn from Disney
Disney is celebrating its 100th anniversary. It’s become one of the most recognisable brands in the world and boasts plenty of successes. You might be surprised by some of the valuable money lessons you could learn from the company and its films.
Intergenerational wealth planning: Your options when passing on wealth to the next generation
There’s more than one way to pass on wealth to your loved ones to help them reach their goals. This useful guide explains the pros and cons of gifting, using a trust, and leaving an inheritance. It could help you pass on assets effectively to support the next generation.
Remortgaging: The essential steps you should take when your mortgage ends
As interest rates soar, many homeowners are finding their outgoings will rise when their current mortgage deal ends. This useful guide explains how remortgaging could save you money and is packed with practical tips to help you through the process.
Guide: How to manage the harmful effects of inflation on your wealth
Over the last year, inflation has been high and it could be eroding the value of your assets. Find out how it affects your long-term plans and the useful things you could do to “beat” inflation by downloading this guide.
Guide: 10 really fab things the Beatles can teach you about successful financial planning
60 years ago, the Beatles celebrated their first UK number one single – ‘From Me to You’. The Fab Four went on to spend an incredible seven years in the UK top 40. Download your copy of ‘10 really fab things the Beatles can teach you about successful financial planning’ now to discover what you could learn from the Fab Four’s lyrics.
Guide to pension consolidation
How many pensions do you have? Multiple pensions can make it difficult to manage your savings during your working life and when you retire. Download this valuable guide to discover the benefits of consolidating your pension, as well as when it may not be right for you.
The essential guide to ISAs
Read the guide to find out:
✔ Why ISAs are a tax-efficient way to save and invest
✔ Discover the different types of ISA you can choose from
✔ What you should consider when deciding if you should save or invest through an ISA
✔ How Junior ISAs could help you build a nest egg for children or grandchildren
✔ How you could leave your ISA to loved ones when you pass away.
A guide to navigating the cost of living crisis.
Rising inflation and increases in taxes are set to leave millions worse off in 2022. Households are already grappling with the worst cost of living crisis in a generation but budgets have been further squeezed by a raft of price and tax rises.
Our guide provide you tips on how you can keep the cost of bills down while inflation is high.
A guide to your options at retirement.
This guide explains your options at retirement and gives you the building blocks of how to turn your pension savings into an income for life.