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The surprising benefits of your employees choosing a “living legacy” for their loved ones
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The surprising benefits of your employees choosing a “living legacy” for their loved ones

Leaving a living legacy for their family could have several key benefits for your employees. Read our latest guide to discover some of those advantages, as well as the potential downsides. When developing a financial plan, leaving wealth behind for loved ones may [..]


Smart Money November/December 2024
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Smart Money November/December 2024

Welcome to our November/December edition of Smart Money. Smart Money is our client newsletter that is published every other month and covers various financial topics. In this edition, we look at how pension consolidation works. Understanding pensions can be [..]


Financial advice during divorce
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Financial advice during divorce

Guide to financial advice during divorce. Divorce can be a confusing experience for your employees, especially when it comes to managing their finances. However, understanding their options could help your employees to make the process easier. While financial [..]


Autumn Budget 2024 summary
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Autumn Budget 2024 summary

On Wednesday 30th October, Chancellor Rachel Reeves delivered her Autumn Budget 2024. We have created a summary of what we believe are the main points and announcements from the Chancellor’s Budget. Download your copy below to read the full summary. Here are [..]


Your employees retirement choices: How they could generate income in later life
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Your employees retirement choices: How they could generate income in later life

Retirement on their terms is likely to be one of the key elements of your employees' financial planning. Read our latest guide to discover how your employees could generate an income later in life. Many people see retirement as the start of their “second [..]


Market Briefing October – The Magnificent Seven
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Market Briefing October – The Magnificent Seven

Read our October version of Market Briefing - The Magnificent Seven - Will their growth continue? Labour honeymoon over Some might say that after winning a historic landslide, Keir Starmer and his Labour government would get at least 100 days’ worth of [..]


The first-time buyer’s guide to saving for a property deposit
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The first-time buyer’s guide to saving for a property deposit

Buying a first home is a major milestone for your employees and a significant accomplishment. However, saving for the important property deposit can be challenging, especially when balancing a high cost of living while trying to set aside money each month. Of [..]


Smart Money September/October
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Smart Money September/October

Welcome to our September/October edition of Smart Money. On 30th October 2024, Chancellor of the Exchequer Rachel Reeves, will deliver the Autumn Budget Statement 2024. The outcomes of this Autumn Budget will have far-reaching implications, potentially influencing [..]


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