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Smart Money November/December
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Smart Money November/December

Welcome to our latest edition. As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household finances is taking its toll. But it is essential to try to maintain a savings habit even in the current climate. On page 10 we [..]


Rejuvenating the BCT pension; meeting sustainability requirements whilst reducing charges
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Rejuvenating the BCT pension; meeting sustainability requirements whilst reducing charges

The Bat Conservation Trust (BCT) is a UK not for profit organisation devoted to the conservation of bats and the landscapes on which they rely. In 2021 BCT chose to review their pension offering, wanting a scheme that was aligned with their values around [..]


The parents’ guide to paying for university and student loans
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The parents’ guide to paying for university and student loans

If your child will be going to university this year or is planning to further their education in the future, you undoubtedly feel proud. However, you may also worry about what it means for your child financially. That’s because, in recent years, the cost of [..]


Mini-Budget 2022
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Mini-Budget 2022

The Chancellor of the Exchequer, Kwasi Kwarteng, announced on Friday 23 September his Growth Plan 2022 to release the huge potential in the British economy by tackling high energy costs and inflation and delivering higher productivity and wages. This is the biggest [..]


Smart Money September/October
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Smart Money September/October

Welcome to our latest edition. Rising living costs have been so significant in recent months that most UK households will have noticed a squeeze on their monthly budgets. Not only does this have a direct impact on people’s lifestyles, even though they are making [..]


Smart Money July/August
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Smart Money July/August

Welcome to our latest edition. It’s not surprising that the world of investing can seem complex, especially in the current global economic climate. Investors face an endless supply of market news, many investment choices and often-changing market conditions. There [..]


White Paper: Workplace pensions and ESG
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White Paper: Workplace pensions and ESG

Pensions have a long history in the UK and go back decades. However, the pensions we know today are significantly different to those over a century ago, with many changes having been implemented over this time. These include the launch of the State Earnings Related [..]


Your complete guide to financial protection
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Your complete guide to financial protection

Financial protection is an important part of creating long-term security. Yet, it’s something that many people overlook. Appropriate financial protection can provide you or your family with an income or lump sum when you need it most. It can create a [..]


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