Financial Planning
What does private medical insurance cover?
We take a look at what private medical insurance actually covers and what to consider so that you can find a policy that gives you, your family, or your employees the cover you’re looking for.
Understanding collective investment schemes
Have you heard about collective investment schemes (CIS) but aren’t sure how they work? In this article, we cover the key types of CIS and the potential benefits and drawbacks of investing in them.
What is a Lifetime ISA?
Lifetime ISAs: What are they, how do they work, and are they for you? If you’re considering saving for your first home or looking further ahead to when you retire, a LISA might be for you.
Can you buy private health insurance at any time (and how soon can you claim)?
Record numbers of people are turning to private medical insurance (PMI) to complement NHS services or bypass lengthy waiting lists. But is there ever a right time to buy health insurance, and if you do, what are the rules about when you can claim?
Is income protection insurance worth it? A complete guide
Complete guide to income protection insurance, which pays a monthly income if you are unable to work through illness or injury.
How much is my pension worth?
Find out what your pension’s worth so you can work out if it’s enough to live the retirement life you want.
Understanding the different types of investment portfolios
A clear guide to the main types of investment portfolios, including growth, income, aggressive, defensive, passive and ESG portfolios, and how age, risk tolerance, and financial goals can affect the right approach.
Guide to investment portfolios
Investment portfolios: what you need to need to know to help grow your wealth. Understanding where and how your money is invested can help you meet your long-term goals and give you peace of mind in the meantime.
What is intergenerational wealth planning and why is it so important?
Intergenerational wealth planning helps families to pass on money in tax-efficient ways, as well as helping the different generations achieve their financial goals.
Your pension when you turn 75 | All you need to know
It’s important to understand how the rules surrounding your retirement savings affect what you can do with your money once you hit this landmark birthday.
A guide to pension scams and financial fraud
Scams and financial fraud can have a lasting, devastating impact on your financial security. We look at some of the most common scams to be aware of and offer tips on how you can spot potential fraudsters.
RPI vs CPI: what’s the difference?
We all feel the effects of rising inflation as it eats away at our income, savings, and purchasing power. But how is inflation calculated, and how do the RPI and CPI indices affect our personal finances?