Latest Blogs
The £6.71 Billion Mistake
UK investors pulled more out of equity funds in 2025 than in any year on record – much of it, the data suggests, at close to the wrong moment. Here’s why that instinct is so strong, and what actually helps…
How to Spot a Financial Scam in 2026
Scams have moved a long way beyond the obvious email from a “prince.” Here’s how property fraud, AI voice cloning, fake invoices and clone financial advisers actually work today — and what to do if one gets through.
Building a Retirement Plan That Can Survive a Recession
UK growth forecasts were cut sharply in 2026 before settling again. Here’s how a retirement income plan should be built so a bad year for the economy doesn’t have to mean a bad year for your income — from sequencing…
The £70 Million Bournemouth Pension Fraud: What Investors Can Learn
Three Bournemouth men have been jailed over a £70 million pension fraud that cost more than 3,000 investors their savings. Here’s what happened, and what to check before you ever transfer a pension.
Will My Pension Become Part of My Estate?
The 2027 Inheritance Tax Changes Explained This is a significant change to the way many people have approached retirement and estate planning. Until now, defined contribution pensions have often been preserved for beneficiaries because they usually sat outside the estate…
How Much Should You Really Take From Your Pension?
Retirement doesn’t mean your pension can run on autopilot. Here’s what determines whether a withdrawal strategy will comfortably last as long as you need it to, and six things worth reviewing along the way.