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Summary: Autumn Budget Summary 2021
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Summary: Autumn Budget Summary 2021

Yesterday, Wednesday 27th October, the Government published its’ Autumn 2021 Budget. We have created a summary of what we believe are the key themes and announcements from the chancellor’s statement, which you can download here.  We hope you find it both [..]


Leaving an inheritance vs gifting during your lifetime
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Leaving an inheritance vs gifting during your lifetime

Thinking about passing on your wealth can be difficult. However, it’s important to consider how you will pass on money and other assets to those who are important to you. Traditionally, people have left their loved ones an inheritance. Yet, for a variety of [..]


The guide to later-life planning and care
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The guide to later-life planning and care

When you think about your future, how far ahead do you plan? While retirement planning is common, it’s often the early years of retirement that people focus on. However, your needs and lifestyle wishes can change drastically over a retirement that could last [..]


Smart Money – September/October
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Smart Money – September/October

Welcome to our latest edition. Inside, we look at how having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a [..]


10 simple but effective ways to create a better you
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10 simple but effective ways to create a better you

The impact of Covid-19 on our day-to-day life cannot be understated.  The pandemic has prompted many to reassess our way of life: to improve our wellbeing, search for a calmer existence and a better work-life balance. According to recent research by Aegon, a key [..]


Smart Money – July/August 2021
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Smart Money – July/August 2021

Welcome to our latest edition. Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a compelling choice when saving for retirement. On page 08 we look at one of the key benefits of saving into a pension rather [..]


Building employees’ resilience post pandemic
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Building employees’ resilience post pandemic

The pandemic has brought insecurities and fears into the lives of many employees. We’ve faced a lot of uncertainty and quickly had to adapt to a new reality. More than a year since the introduction of the first UK lockdown, it’s time to reflect on how far we [..]


A guide to financial education
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A guide to financial education

Financial education can cover a broad range of subjects. Everyone has different financial requirements depending on what stage of their life they are in, so the need for financial education will vary throughout your organisation. During your employees’ career, [..]


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