Women & wealth: A growing frontier
The great wealth transfer is one of the biggest factors behind the substantial growth in female-held wealth.Many women face financial challenges, such as the gender pay gap, which in turn contributes to the pensions and investment gap.Accessing financial advice can...
The taxable benefits of buying an annuity
Sales of annuities have been rising in recent years, reversing a downward trend.Income certainty, rising interest rates and IHT planning are factors driving increased interest in annuities.Annuity rates are linked to government bond yields and therefore can rise and...
Women & wealth: Navigating the financial future
Women hold more wealth than at any time in history and this will increase over the coming decades.Structural and financial barriers prevent many women from reaching financial parity with men, and although this is changing, it takes time.We know the right messages can...
Approaching retirement: what is the right time to de-risk?
De-risking strategies may involve broader diversification of your investments and regular reviews of your portfolio to help manage risk.Selling investments during a market dip can harm long-term growth. Having a cash buffer set aside can help you avoid this.The right...