Do you have realistic investment expectations?
When you invest, how much do you expect to receive in return? A survey suggests that some investors have unrealistic expectations that could affect their long-term financial security. Research from Aegon found that half of…
Is rising inflation a wake-up call to review your savings?
You may have seen inflation in the headlines recently. While the cost of living rising is normal, the rate of inflation has increased over the last few months. The Bank of England (BoE) has a…
100 years of pension tax relief: Millions of high earners are still missing out
Pension tax relief has been boosting pension pots for 100 years. Over your working life, it’s an incentive that can add thousands of pounds to your retirement savings. While incredibly valuable, research suggests many high…
7 new year resolutions that could improve your financial wellbeing
The start of a new year is the perfect time to review your finances. It can help you move towards your goals and feel more secure financially. Taking action to improve your financial wellbeing can…
Community and space are key reasons for over-55s not downsizing their homes
More over-55s are choosing not to downsize their homes. The sense of community they enjoy in their current home and the space it affords them means the next generation of retirees are more likely to…
Do you have more than £10,000 in cash? You could be missing out on investment returns
How much money do you hold in cash accounts, like a current account or savings account? Figures suggest that millions of people are in a position to invest but are missing out on potential returns…
