One of the biggest threats to the health of your investment portfolio If you’re investing – especially for major goals years away, such as retirement – you can’t afford to ignore the corrosive effect rising prices can have on the value of your assets.

Are you ‘property rich’ but want or need more than you have saved? An increasing number of people aged over 65 are using equity release products to pay off debts and mortgages. Many people in the UK might be ‘property rich’ but want or need more than they have saved to enjoy the lifestyle they … Continue reading “Unlocking property wealth”

One in five self-employed and contract workers unable to survive a week without work The world of work has changed enormously over the past 20 years. Being self-employed, freelance or working on a contract basis has become the norm for all sorts of professions.

Professional financial advice tailored to you It’s often a common fallacy that only those that are wealthy have any need for professional financial advice. Regardless of how careful you are with your money, dealing with the tricky intricacies of taxation, investments and financial regulations can be difficult for even the most money-conscious of earners.

Social and environmental good as well as financial returns Building wealth for the future is important, but increasingly people want their investments to do more than make money. Investing ethically means different things to different people.

Government guidance body launches five goals A new UK-wide strategy to transform the country’s financial well-being in a decade has been launched by the Money and Pensions Service (MaPS) under its government mandate.

Active steps to make sure your people are happy, healthy and financially sound Employee health and well-being is high on many businesses’ agendas and is no longer merely an afterthought when addressing sickness absence. There is an obvious link between a happy, healthy workforce and improved productivity.

Careful planning and successful investing If your savings goal is more than five years away, putting some of your money into investments could allow you to earn more from your money and keep up with rising prices. Your wealth should work in all the ways you want it to. Whatever your goals are in life, … Continue reading “Goals-based investing”

Meeting different goals throughout your life With increased life expectancy, the goal posts for what are considered short, medium and long term are shifting, more so for younger individuals. This is because someone in their mid-20s today might spend 40 to 45 years working and then have 20 to 30 years in retirement. So those … Continue reading “Wealth creation life stages”

One of the biggest threats to the health of your investment portfolio If you’re investing – especially for major goals years away, such as retirement – you can’t afford to ignore the corrosive effect rising prices can have on the value of your assets.