Taking control of money matters

Navigating the complex choices planning for the future brings

When we talk about financial wellbeing, we refer to how you feel about the control you have over your financial future – and your relationship with money.  This includes your ability to respond to financial unpredictability and unexpected expenses.

Planning for a more relaxing retirement

Time to get back to dreaming about stopping work. Not dreading it.

Life changes when you retire – and so does how you spend your money. Whatever your plans, it’s important to keep on top of things and think about the lifestyle you want. It’s also worth noting the average life expectancy at age 65 years is 18.6 years for men and 21.0 years for women[1].

Is the future of your loved ones in good hands?

Coronavirus spurs one in six to take action on their Will

Have you decided what will happen to your property and belongings after your death? It is never too early to be thinking of making a Will and to ensure that your assets and estate go to the people you want them to. If you don’t, that may not happen.

Gender pension gap

What you can do to reduce a future financial shortfall

A lot has been made of the gender pay gap, but what’s not so well known is how this can affect women in retirement. Unsurprisingly, women don’t fare as well as men when it comes to the savings they’ve built up for a healthy and economically stable retirement.

Filling the funding gap

Bank of Mum and Dad is playing an ever-present role in the housing market

Across the UK, parents, grandparents, family and friends have been reaching into their pockets to help young, hopeful buyers and even growing families to make their housing plans a reality. These generous lenders are often funding most or all of the deposit buyers need to step onto or up the ladder.