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A boy using a magnifying glass in the woods. How to join the pension treasure hunt and discover “lost” savings

You could uncover “lost” pension savings and boost your retirement by tracking down old pots you might have forgotten about. Read on to find out why you might have lost pensions and how to rediscover…

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A couple meeting with a financial planner. How “lifestyle financial planning” could help you reach your goals

Effectively managing your finances to get the most out of your assets often means going beyond paying into a pension regularly or selecting a fund to invest through. That’s why lifestyle financial planning could help…

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A couple laughing together while gardening. Study: Greater freedom means money can buy happiness

A new study has disputed the saying “money can’t buy happiness”. In fact, the research suggests the opposite is true, money can buy happiness, but it isn’t as simple as accumulating as much wealth as…

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A grandfather playing with his granddaughter. Inheritance Tax: 5 shrewd strategies for reducing a potential bill

If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for when you pass away.   Last month, you read about what IHT…

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An older man touching his head in confusion while a doctor comforts him. Research: Lifestyle changes could relieve the symptoms of Alzheimer’s

If you know anyone who has suffered from dementia, you will understand what a cruel illness it can be. From forgetting simple things to aspects of your loved one’s personality changing, dementia can completely transform…

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Grandparents playing with their grandchildren. Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

Failing to set out your wishes in a will could mean your assets aren’t passed on to the loved ones you’d like to benefit from your estate. As a result, this could have a significant…

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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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