Resources for Financial Wellbeing
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Explore our news and insights on financial advice including IHTs, green investing, and more.
Why communication is key to selling your company's hidden benefits
Having a superb benefits package can help you attract and retain great staff – but only if they know about it! Here’s why communication is key when it comes to your perks.
5 myths about sustainable investment and why they're wrong
Sustainable investment can help you generate growth while also doing good in the world. Here are five common myths about this approach and why they are wrong.
Investment market update: July 2024
General election results in the UK and France, as well as the ongoing presidential campaign in the US, caused volatility in investment markets around the world in July 2024. Find out what other factors may have impacted your portfolio.
How your mortgage interest rate affects the cost of borrowing
The interest rate on your mortgage could affect both your short- and long-term finances. Find out how and some steps you could take to potentially secure a lower interest rate.
Impact vs ESG investing: Which is “right” for you?
If you want your investments to have a positive effect on society, you might have come across the terms “ESG investing” and “impact investing”. While they’re sometimes used interchangeably and share similarities, there are differences. Find out more about these approaches.
Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy
A survey indicates that a worrying number of UK adults don’t have a will in place. If it’s a task you’ve yet to do, find out how the intestacy rules could affect your legacy and who benefits from your estate.
4 unpredictable life events that could mean you’d benefit from a financial review
Unpredictable life events can knock even carefully laid plans off course. So, carrying out a financial review after events like redundancy or a relationship breaking down could help you update your plan, so it continues to reflect your circumstances and goals.
Could “lifestyle creep” affect your retirement plans?
When your income rises, it’s easy for your expenses to creep up too. While indulging in some luxuries is a great way to celebrate a pay rise or promotion, you might want to consider the effect it could have on your long-term plans, including retirement.
7 important reasons why you should review your workplace pension now as a business owner
As the workplace pension landscape changes, older schemes can become uncompetitive and an obstacle to attracting the best talent, but a scheme review could help
Your guide to ESG investing and why it matters to your workplace pension scheme
The world of ESG investing is complex and ever-changing, so read your guide to aligning your company’s workplace pension with its sustainability values
3 surprising but profitable reasons to improve your employee benefits now
Revisiting your employee benefits could help you attract new talent, retain existing staff, and even increase productivity and profits. Find out how here.
Revealed: 3 important benefits of salary sacrifice for you and your employees
Salary sacrifice can be a huge benefit to your business, paying for itself quickly while also providing valuable and tax-efficient savings for your employees. Find out more here.
Investment market update: April 2024
While inflation continued to fall in many countries, central banks in advanced economies opted to hold interest rates despite expectations they’d be cut. Find out what else may have affected your investments in April 2024.
Britain’s housing dubbed “worst value for money” of any advanced economy
A think tank has said Britain’s houses are smaller, less efficient, and cost more than other advanced economies. As house prices rise, securing a competitive mortgage could be more important than ever. Find out more about the report here.