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Recent Insights
Investment market update: November 2025
In November 2025, concerns of an AI bubble affected the markets, but there were still highs. Find out what else may have influenced the performance of your investment portfolio.
7 unbelievable travel experiences Lonely Planet recommends in 2026
With the year drawing to a close, you might be thinking about what you can look forward to in 2026. If you love to explore new destinations and tick off bucket list experiences, Lonely Planet has put together a list of the best experiences of 2026.
8 financial tasks to complete before the end of 2025
Amid mingling with friends and celebrating with family during the festive period, you might have quieter days to tackle some financial tasks as you enjoy a mince pie. Ticking off these jobs now could help ensure you have everything ready for 2026.
Is the default pension fund right for you?
How your pension is invested will affect the value of it and the income it will provide you later in life. If you’ve put off reviewing your pension fund, find out why it could be a worthwhile task.
Why your most important goals could trigger financial bias
Biases affect how you act, and the personal goals you’re working towards could distort how you perceive risk, rewards, and information. Indeed, the more important the goal is to you, the more likely it is that bias occurs.
Phasing into retirement: 5 essential financial considerations
While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Find out more about five key considerations, like whether you should defer your State Pension or supplement your salary.
5 Reasons You Need to Include Protection in Your Financial Plan
There’s no denying that picking a financial adviser is a pretty big deal. Ideally, you’d choose an adviser once and you stay with them for life.
So, how do you make sure that your first choice of financial adviser is the right one for you?
How to choose the best financial adviser for your needs
There’s no denying that picking a financial adviser is a pretty big deal. Ideally, you’d choose an adviser once and you stay with them for life.
So, how do you make sure that your first choice of financial adviser is the right one for you?
‘Financial fitness is a pivotal aspect in everyone’s lives’
With 25 years' experience in retirement planning, Jeremy Martin believes that receiving good financial advice helps to reduce stress.
What does the UK Autumn Budget 2024 mean for you?
We look at some of the key measures announced and explain how they could impact your personal finances and investments.