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A mature couple jogging across a bridge. 80% of over-55s don’t have a Lasting Power of Attorney in place. Overlooking this could place you in a vulnerable position

Do you have a Lasting Power of Attorney (LPA) in place? If you don’t, it could leave you in a vulnerable position if you’re unable to make decisions for yourself, such as after an accident…

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A man sitting behind a cake with “100” birthday candles. Revealed: How long will you spend in retirement as more people than ever reach 100?

When you’re nearing retirement there are a lot of big decisions you need to make. From when to retire to how much income to take from your pension, how long you will spend in retirement…

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Commuters riding an escalator on the London Underground. Typical worker approaching retirement is 58% short of their pension goal. Are you saving enough?

Figures suggest that workers nearing retirement could find they’re facing a significant income shortfall later in life. Understanding how your pension savings will add up before you retire is crucial for creating long-term financial wellbeing….

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A woman using a bank card to pay for goods online Do you think you’d never be fooled by a scammer after watching the Tinder Swindler? Here are the tricks fraudsters use

Have you watched the Tinder Swindler or Puppet Master on Netflix and wondered how people could fall for the scams? Watching the stories unfold through a screen means you can spot the red flags and…

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A woman holding a takeaway cup of coffee. 3 interesting pieces of data that show why you shouldn’t panic during market volatility

Over the last two years, investors have experienced a lot of volatility. If you’ve been tempted to change long-term plans, data can highlight why you shouldn’t panic. At the start of the Covid-19 pandemic, markets…

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A couple walking a dog in the countryside. “Midlifers” are hit by time and financial pressures. Financial planning can help balance your priorities

Individuals aged between 40 and 60 – dubbed “midlifers” – are facing time and financial pressures as they try to support their families. Many are feeling the strain and don’t have the resources to focus…

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EX11 1AF

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© Otter Financial Services Ltd 2025. 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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