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Spring Statement 2025

 March 28, 2025
“A serious plan for growth” On 26 March, Chancellor of the Exchequer Rachel Reeves delivered her Spring Statement unveiling updated economic forecasts from the Office for Budget Responsibility (OBR), announced further reductions to welfare spending and confirmation of a rise in defence spending. The Chancellor [...]
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Advised investors are ‘less vulnerable’

 March 20, 2025
Investors who receive financial advice are four times less likely to be vulnerable than the general population, according to analysis1. The study looked at a cohort of more than 5,000 advised investors, assessing them using a psychometric financial wellbeing questionnaire. Designed by an in-house behavioural [...]
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Narrowing the gender protection gap

 February 27, 2025
You’ve probably heard about the gender pay gap. You may even have heard about the gender pension gap. But did you know there is also a gender protection gap? Women are typically less likely than men to have insurance that protects them financially against the [...]
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Don’t invest under the ‘finfluence’

 February 18, 2025
People are increasingly seeking financial guidance on social media. While financial influencers – or ‘finfluencers’ – can be useful in raising awareness around financial matters, there is also a darker side to the growth of unregulated advisers. Social media age In the UK, more than [...]
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Family tensions over money talks – time to break the taboo

 February 14, 2025
Many wealthy individuals hesitate to discuss financial planning due to fears of family disagreements, with 10% avoiding the topic altogether and 27% finding it uncomfortable1. However, this reluctance to have a discussion could lead to future misunderstandings, as family members may have unrealistic expectations about [...]
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A few months left to maximise your State Pension

 February 4, 2025
The government is encouraging individuals to take advantage of the opportunity to maximise their State Pension by filling gaps in their National Insurance (NI) records for the period between 6 April 2006 and 5 April 2018. By making voluntary contributions, people can potentially increase their [...]
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Don’t just plan – protect your money

 December 11, 2024
Are you confident you have all the relevant cover in place to protect your finances? Having a financial plan should go hand-in-hand with a conversation about insurance. The statistics We may not like to think about death, but the reality is it is inevitable; however, [...]
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