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A man reviewing paperwork at his computer. The simple step that could boost your annuity income in retirement

You’ve likely spent years preparing for retirement and envisioning the lifestyle you’d like to enjoy once work is officially behind you. You might have even accumulated a significant pension pot through careful planning to help…

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A woman under an umbrella. 4 steps that could recession-proof your retirement

If you’ve been keeping up with the news recently, you’ll likely know that global economic growth is under increasing pressure. In February 2025, the Bank of England halved its forecast for UK growth this year…

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A couple looking at a statue in a museum. Why defining “financial freedom” could help you achieve it

Achieving “financial freedom” is an aspiration many people have. Yet, it can mean different things to each person and is influenced by other lifestyle goals, so defining how to measure it for you could help…

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A person looking at a news feed on their phone. How technology could be harming your investment decisions

Technology has made it easier than ever to invest and review the performance of your portfolio. Yet, it could also be harming your decision-making skills and the way you approach managing your finances. Understanding when…

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A family playing a game together. Financial protection: 3 useful questions to help you calculate appropriate cover

Financial protection may provide you or your loved ones with a financial injection when you need it most. Calculating what level of cover is appropriate for you is an essential step to take when comparing…

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A band playing on stage. Are your money beliefs helping you make great financial decisions?

This guest blog was written by Chris Budd who wrote the original Financial Wellbeing Book, and also the Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing and has written more than…

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© Otter Financial Services Ltd 2026. Otter Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA reference number 593699. Registered in England and Wales as a Limited Company No. 3576260. Registered Address: 62 Mill Street, Ottery St Mary, Devon, EX11 1AF.

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