News & guides

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Is downsizing your home at retirement the right move?

Alongside interesting travel plans and the luxury of time to spend with loved ones when you retire, thinking about where you want to live is important. We take a look at what you'll need to consider if you're thinking about downsizing your home.

To move or improve?

Moving house is an exciting prospect, but often the costs involved can stack up fast. Before you decide to move, could a refurbishment suffice instead?

Monthly economic commentary: June 2019

Our chief economist, Colin Warren, looks at how rising tensions and the escalating trade war between the US and China is impacting global financial markets in his latest economic commentary.

Should you charge your graduate child rent?

With an increasing number of graduates returning home after university, we ask what many parents are thinking about: should I charge my graduate kid rent?

Monthly economic commentary: May 2019

Our chief economist, Colin Warren, looks at how, as we approach the third anniversary of the UK's decision to leave the EU, the Brexit vote has affected the UK economy in his latest economic commentary.

Creating a savings strategy based on multiple pension pots

The average British worker will have six jobs in their lifetime, with this figure rising to 12 for millennials. This can mean multiple pensions pots, which could make retirement planning complicated. Here's what you need to consider.

7 ways to protect your investments in uncertain times

With the uncertainty of Brexit and fears of a global economic slowdown, we look at seven ways to ensure your investments remain as safe and secure as possible during uncertain times.

Monthly economic commentary: April 2019

Our chief economist, Colin Warren, looks at what’s causing investors to become increasingly cautious over the possibility of a US recession in his latest economic commentary.

Welcome to the 2019/20 tax year - here’s what’s changed

The 2019/20 tax year kicked off on 6 April 2019. We’ve summed up the most important updates to ensure you’re prepared for the new tax year.

Relevant life plans: is your business missing out?

Most people pay for life insurance on an individual basis. But, if you’re a company director, an alternative option could potentially save you thousands of pounds in insurance premiums.

What’s it like to be a woman in the financial planning industry?

Chartered independent financial adviser Sandra Saint talks about her career, and how the financial planning industry has changed for women.

Why seeing Pension Wise before a financial adviser might make sense

A financial adviser can help you prepare for a worry-free retirement. But before booking that all-important introductory meeting, it could prove useful to consult Pension Wise - the Government's free pension guidance service.

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