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A mum talking to her adult daughter. Estate planning: What is it and why does it matter?

Have you thought about how you’ll use assets later in life or what you’d like to happen to them when you pass away? Planning for the future with an estate plan now could improve your…

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A busy high street in the UK. Experts forecast a recession in 2023. Here’s why and what it means for your investments

Experts are predicting that the UK will face a recession in 2023. While it can be tempting to react to this news by changing your investment strategy, sticking to your long-term plan makes sense for…

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A person typing on a laptop keyboard and using a mouse. Do you have a gap in your National Insurance record? Checking now could boost your State Pension

The rules around filling in a gap in your National Insurance (NI) record are changing. From 5 April 2023, you will only be able to make voluntary contributions for the past six years. If you…

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A couple walking their dog. Annuity rates soar 52% in 2022 and could provide security amid uncertainty

Annuity rates are rising, and they could provide retirees with a way to create a secure income during times of volatility and high inflation. Read on to find out if an annuity is something you…

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A man reading a newspaper at a table. After the risk of pensions collapsing made headlines, here’s how your retirement savings are protected

Recently, you may have read headlines about how pension funds were close to collapsing. Naturally, you may be worried about your retirement savings and what protection is in place. Read on to find out.  In…

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A mature couple visiting an ancient amphitheatre. 6 essential steps to take if you’re retiring in 2023

If you’re retiring in 2023, congratulations! It’s an exciting milestone that you’re no doubt looking forward to. Here are six practical steps to take now to make sure you can retire with confidence and be…

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EX11 1AF

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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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