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MWA News
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.
Investment market update: September 2025
Despite disappointing economic data in the UK and further afield, there was positive news for investors during September 2025, including a rise in markets. Find out what factors might have influenced the performance of your investment portfolio.
5 useful breathing exercises that could help you get to sleep quicker
Getting a good night’s sleep is important for your health. If you struggle to relax, try these five breathing exercises to help you wind down and sleep more soundly.
£48,000 was lost to pension fraud every day in 2024
Scammers stole more than £17.5 million from pensions in 2024, according to Action Fraud. The organisation has identified two prevalent ways criminals are targeting their victims. Find out more about the warning signs you should be aware of.
3 reasons why pension consolidation could boost your retirement income
Have you accumulated multiple pensions over the years? Discover three reasons why consolidating your pension funds could boost your retirement income, and key downsides to consider.
Phasing into retirement: The flexible options you might consider
Almost half of workers aged over 50 are already phasing into retirement or would like to do so in the future. Find out why a gradual approach to retirement could be attractive, along with some of the options that could allow you to do so.
Trick or treat: The “tricks” a financial plan could help you avoid
This Halloween, read about five of the financial “tricks” you might fall for if you’re not careful. Fortunately, working with a financial adviser could help you navigate complicated allowances and rules to turn some of them into “treats”.
Investment market update: August 2025
While global government policy – particularly US trade tariffs – continued to influence the value of investments in August 2025, many markets experienced less volatility compared to the start of the year. Find out what factors may have affected the performance of your investments recently.
Why protecting your hearing is important at any age
People often speak about taking steps to improve or maintain their health as they age. But there’s one important aspect that often gets overlooked – your hearing. Hearing loss is associated with ageing, but there are steps you might take to improve your hearing health.
Why working with a financial adviser could help you close the gender wealth gap
It was just 50 years ago that the Sex Discrimination Act 1975 allowed women to open their own bank account or take out a mortgage alone. Progress has been made since then, yet the gender wealth gap remains. Discover how working with a financial adviser could help women close it.
5 challenges a financial midlife MOT could help you overcome
Your midlife can be an exciting time. It might also present some new challenges, such as retirement planning with a partner or supporting elderly relatives. Arranging a financial midlife MOT could help you overcome obstacles and feel more confident as you prepare for the next chapter.
How Inheritance Tax policy changes could affect your legacy
From April 2027, pensions are expected to fall within your estate. This may mean reviewing your estate plan or that you need to consider Inheritance Tax for the first time. Find out more about the policy change and why it could affect your legacy.
Investment market update: July 2025
The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Find out what else may have affected your investments recently.
8 ways to be a positive influence on your grandchildren
Discover the vital role grandparents play in a child’s life. Explore tips to strengthen your bond and learn how you can have a positive influence on your grandchildren’s lives.