Avoiding the unretirement ‘tax trap’
18th December, 2024
Research5 suggests a significant minority of over-55s either have or are planning to unretire. Worryingly,…
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A third of Gen X think they will never retire
11th December, 2024
Recently released research1 suggests a significant proportion of working age people are no longer planning…
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Many young mortgage holders do not have life cover
11th December, 2024
Research has found that 28% of young UK homeowners do not have life insurance1. It…
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Don’t just plan – protect your money
11th December, 2024
Are you confident you have all the relevant cover in place to protect your finances?…
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Equity release update
4th December, 2024
Data suggests that confidence is growing among new and existing equity release customers. Equity release…
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In the news
4th December, 2024
Equity fund inflows on the up Statistics2 show that, during the first half of 2024,…
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Economic Review November 2024
4th December, 2024
Interest rates set to fall more gradually Last month, the Bank of England (BoE) cut…
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Residential Property Review – November 2024
26th November, 2024
Budget caused uncertainty in the market There was some uncertainty within the housing market ahead…
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Commercial Property Market Review – November 2024
26th November, 2024
Commercial property market outlook Despite anticipation of the Autumn Budget, Savills reported that the commercial…
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Which pension personality are you?
19th November, 2024
A recent study8 has identified several distinct pension personality types, each with its own strengths…
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HNWIs on the rise – and their needs are changing
19th November, 2024
A new report7 suggests the wealth of ‘high-net-worth-individuals’ (HNWIs) – grew by 4.7% in 2023,…
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In the news
19th November, 2024
Northern cities surge in mortgage searches As buyers consider more affordable housing options beyond the…
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