Category: News

The factors that influence your investment style and how to take control

Your investment style will shape how you choose your investments and manage them over the long term. The good news is that your style isn’t set in stone, and you can make positive changes so your approach to investing aligns with your strategy. While facts should be the main driver of investment decisions, they aren’t

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5 ways to keep learning throughout retirement

For most of our lives, education is often a means to an end. It’s how we gain qualifications, prepare for work, and advance in our careers. But learning new skills and knowledge can also deliver numerous benefits in retirement. It can often be enjoyable and create opportunities to socialise, while helping to keep your mind

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Investment market update: February 2026

In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits affected the markets. Read on to discover some of the factors that may have affected your investment portfolio. Markets reached record highs but were affected by AI concerns and trade tariffs The FTSE 100, an index

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Explained: Why your pension could become liable for Inheritance Tax

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for the tax. Here’s what you need to know to understand if your estate could be affected and how you might mitigate a potential bill. Currently, pensions are usually outside your estate for IHT

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Turning wealth into happiness: Why a plan makes a difference

The saying “money can’t buy happiness” is true. Wealth doesn’t automatically mean you’ll be happier, but it could give you the freedom to focus on the things you enjoy and boost your wellbeing as a result. How you use money is just as important as having it when assessing whether it would improve your happiness.

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