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Insights

A connected wealth management experience.

  • What 70 years of BBC news bulletins could teach you

    News

    70 years ago, the BBC broadcast its first daily television news programme. Since then, round-the-clock news has become available, and…

    A man checking the news on his smartphone.
  • Investment market update: May 2024

    News

    On the back of data showing some countries have exited recessions at the end of the first quarter of 2024…

    A man voting using a ballot box.
  • 10 unexpected effects of the work-from-home trend

    News

    The Covid-19 pandemic led to a huge rise in the number of people working from home. Four years on, 4…

    A woman working from home with a cat sitting on her windowsill.
  • Should you wait for interest rates to fall before fixing

    News

    Over the last couple of years, rising interest rates have had a huge effect on the cost of borrowing. If…

    A father and two children walking into their home.
  • 3 useful options you may want to consider when passing

    News

    There’s more than one way to pass on wealth to your family. Which option is right for you could depend…

    Grandparents gardening with their grandchild.
  • How to beat the potential harmful effects of “loss aversion”

    News

    “Loss aversion” is a type of bias that could affect how you manage your finances. It’s a concept that was…

    A man walking on a log.
  • 4 compelling reasons you might want to consolidate your pension

    News

    It’s been more than a decade since auto-enrolment was introduced, and now most workers automatically become members of their employer’s…

    A woman reviewing some paperwork at home.
  • Investment market update: April 2024

    News

    Interest rates and inflation continued to affect markets around the world in April 2024. Read on to find out what…

    A man looking at stock market performance on his phone.
  • Mortgage holders could benefit from rising property prices as an

    News

    Rising property prices mean homeowners who sold in 2023 made an average profit of £74,000. Gains could help you move…

    A house with a “sold” sign outside.
  • Everything you need to know about lifetime mortgages

    News

    A lifetime mortgage could provide a useful way to unlock property wealth. The money you access could be used to…

    A mature couple talking while eating breakfast.
  • How financial protection could offer security to parents

    News

    As a parent, your child facing an illness could affect your finances just as much as becoming ill yourself. Appropriate…

    Two girls playing on a swing.
  • 6 in 10 Brits are unaware their pension is usually

    News

    Many people could be omitting a useful way to pass on assets when they die because they aren’t aware that…

    A father talking to his adult son.
  • Investment market update: March 2024

    News

    While inflation continues to be a challenge for many economies, there are positive signs in the UK and around the…

    UK Houses of Parliament.