Advised investors are ‘less vulnerable’

Investors who receive financial advice are four times less likely to be vulnerable than the general population, according to analysis1.  The study looked at a cohort of more than 5,000 advised investors, assessing them using a psychometric financial wellbeing questionnaire. Designed by an in-house behavioural psychologist, the questionnaire was designed to find and evaluate indicators […]

News in Review

“The economy shrank a little in January but grew in the latest three months as a whole”  The UK economy shrank unexpectedly in January, according to official data released on Friday by the Office for National Statistics (ONS). With a contraction of 0.1%, the economy fared worse at the start of 2025 than analysts had […]

The changing face of retirement – as the traditional ‘hard-stop’ is consigned to history

Catalysed by the 2011 abolition of the Default Retirement Age, a combination of economic and socio-demographic trends are changing people’s outlook to retirement; and this, in turn, is heightening the need to adopt a more fluid approach to retirement planning.  Carry on working   Research1 suggests the traditional ‘hard stop’ retirement is increasingly being consigned to […]

Could ‘right-sizing’ help the housing market?

With the UK housing market facing an array of problems, experts have suggested almost as many solutions. One concept that could help resolve the current shortcomings is ‘right-sizing.’  ‘Right-sizing’ refers to the process of moving to a more suitable property for your requirements, generally one with fewer bedrooms. Closely related to downsizing, some analysts think […]

News in Review

“February’s figures highlight the delicate balance within the UK housing market”  The most recent House Price Index data from Halifax released on Friday showed an unexpected fall of 0.1% in February; a Reuters poll of economists had expected a 0.3% uptick in the month.  Amanda Bryden, Head of Mortgages at Halifax said, “The typical UK […]

News in Review

“We have a chance now to do the same for the 21st century”  A trade deal between the UK and US could be agreed “very quickly,” President Donald Trump said at a White House press conference with Prime Minister Keir Starmer.   The President suggested the UK may avoid the tariffs imposed on other trading partners, […]

Narrowing the gender protection gap

You’ve probably heard about the gender pay gap. You may even have heard about the gender pension gap. But did you know there is also a gender protection gap?  Women are typically less likely than men to have insurance that protects them financially against the risk of being unable to work due to illness or […]