Managing your finances as a couple could mean you’re more likely to reach goals, but it can come with challenges too. Here are five handy tips that could help you and your partner build an effective financial plan.

Moving into the decumulation phase of retirement planning can present some challenges. As well as understanding how to effectively manage depleting your assets, you may find you need to adjust your mindset too.

A report suggests those who have turned 50 recently will have lifestyles that are radically different from previous generations. Find out why and what it could mean for your financial plan.

When you start planning for retirement, your focus might be on the financial side. However, paying some attention to your lifestyle goals could help you feel fulfilled as you start the next chapter of your life.

Persistently high inflation continues to affect economies and financial markets, as do fears that some countries will fall into a recession in 2024. Discover some of the events that may have affected your investment portfolio in January 2024.

If you’re nearing retirement, how you access your pension is an important decision. One of your options may be to purchase an annuity to create a regular income. This useful guide explains what you need to know to assess if an annuity could be right for you.

The end of the 2023/24 tax year is just weeks away. With many allowances resetting, here are seven you might want to review your use of before 5 April 2024 to potentially reduce tax liability and help your money go further. 

A survey has revealed that almost half of people aged between 18 and 40 don’t have life insurance. Overlooking financial protection could mean your family are left in a vulnerable situation should anything happen to you. Find out more here.