How to prepare your loved ones for the “great wealth transfer”
It’s estimated that globally more than £13 trillion will be transferred between generations by 2030. The “great wealth transfer” could…
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Why you don’t need to experience a financial shock to benefit from a safety net
A financial safety net can be incredibly valuable when you face an unexpected event. However, the wellbeing benefits can go…
How to prevent your retirement from derailing during a career break
Research suggests that career breaks could become more popular, but they might derail retirement plans. If you’ve been dreaming about…
The age you can access your pension may rise. Could it affect your retirement?
The “normal minimum pension age” is rising from 55 to 57 in April 2028. It could mean you’re unable to…
Planning for care: The costs you might need to make part of your financial plan
Many people in the UK need to pay for at least a portion of their later-life care if it’s required.…
The joy of anticipation: How financial planning generates wellbeing
Anticipating future events that you’re looking forward to has been shown to reduce stress and boost your wellbeing. From your…