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Pension knowledge gaps revealed: Are you engaged with your retirement plan?
New research from Aviva has shone a light on the extent of pension knowledge gaps among UK adults. 53% of people believe they are knowledgeable about pensions but only 35% can correctly identify a defined benefit scheme and fewer understand what a defined contribution scheme is.

Alex Shairp
Jul 122 min read
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Healthy uptick in investment confidence
UK investors are showing renewed confidence, with last year marking a notable shift in sentiment – particularly among younger wealth-builders.

Alex Shairp
Jul 111 min read
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Get Budget-ready this summer: Make the most of your tax allowances
While we don't have a crystal ball to show us what changes will be made in the next Budget, we can make sure your financial strategies are working hard for you.

Alex Shairp
Jul 92 min read
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Summer pension roundup: Managing your wealth
Since pension freedoms were introduced in 2015, many over-55s have been accessing their pensions without understanding the tax implications or seeking advice...many retirees risk running out of pension savings by their late 70s as a result of the so-called 'lottery effect'.

Alex Shairp
Jul 92 min read
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Review of the UK economy in June 2025
Although recently released ONS data did reveal that the UK budget deficit is currently on track to meet official forecasts, government concessions regarding the Welfare Bill inevitably look set to make the Chancellor’s Budget balancing act more challenging.

Alex Shairp
Jul 26 min read
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Surging demand for protection insurance: Are you covered?
The demand for health insurance, income protection, and life insurance is expected to rise significantly in 2025. If you're considering protection insurance or want to review your existing cover to make sure it meets your current needs, now is the time to explore your options.

Alex Shairp
Jul 11 min read
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Bridge the generational wealth gap: Secure financial stability
The disparities in wealth accumulation between generations are striking. Over the last two decades, UK household wealth has doubled relative to incomes, but older generations have benefited disproportionately. Talk to us about strategies for effective wealth transfer and long-term financial planning.

Alex Shairp
Jun 302 min read
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Review of the UK economy in May 2025
GDP unexpectedly rose by 0.7% in Q1 2025, driven by services, production and investment growth. The Bank of England cut interest rates despite inflation jumping to a 15-month high at 3.5%. The UK labour market shows weakness as payrolls drop and unemployment edges up to 4.5%.

Admin
Jun 16 min read
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Review of the UK economy in April 2025
Economic growth was stronger than expected in February, although more recent survey evidence suggests this pick-up may prove short-lived as economic headwinds threaten growth prospects.

Admin
May 26 min read
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Too many people are caught by the investing gap
13 million UK adults are sitting on £430bn of cash savings. A recent report suggests savers are "missing out" on earning better returns over the long term.

Alex Shairp
Apr 302 min read
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Review of the UK economy in March 2025
Rachel Reeves delivered her Spring Statement on 26 March, unveiling welfare cuts and spending reductions in order to balance the books ...

Admin
Apr 26 min read
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Spring Statement 2025: A review
This year's Spring Statement saw UK growth estimates from the OBR halved in 2025.

Admin
Mar 274 min read
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PLANNING FOR RETIREMENT AVOIDS OVERSPEND
A fifth of respondents to a survey have consistently spent more than they expected during their retirement . To avoid a retirement overspend

Alex Shairp
Mar 212 min read
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Review of the UK economy in February 2025
The UK economy unexpectedly grew in the final three months of last year, although more recent evidence still points to a sluggish outlook

Admin
Mar 36 min read
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Don't invest under the 'finfluence': Beware social media
People are increasingly seeking financial guidance on social media. Trusting social media, however, comes with risks

Alex Shairp
Feb 252 min read
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ON YOUR AGENDA - END OF TAX YEAR PLANNING
It's good to reflect on your personal finances at this time of year. Don't leave it to the last minute to get your finances in order.

Alex Shairp
Feb 192 min read
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RETIREMENT PLANNING: HOW TO PREPARE FOR THE LONGEVITY MEGATREND
Research suggests most of us are vague when it comes to financial increased longevity. People who use an adviser tend to be better prepared

Alex Shairp
Feb 162 min read
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Review of the UK economy in January 2025
The Chancellor outlined her plan to boost economic growth during a speech in Oxford

Admin
Feb 66 min read
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How should high-net-worth individuals invest?
HNWIs need access to good quality, highly personalised financial advice now more than ever

Alex Shairp
Dec 3, 20242 min read
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How to align your wealth with values
The modern purpose-driven investor has abundant ways to make a difference.

Alex Shairp
Nov 26, 20242 min read
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