Insights

Is your pension going to the right person? A common blind spot

Failing to update your pension beneficiary could mean your money goes to the wrong person – some people even have an ex-partner listed. Regularly review your nominations to make sure they reflect your current wishes and protect those who matter most. 

Poised for the Great Wealth Transfer?

A historic shift in wealth is underway. In the UK alone, estimates suggest between £5.5 to £7 trillion will pass from one generation to the next over the coming 30 years1. 

Summer property market update – key trends, ongoing pressures and record highs

The housing market enters summer with record-high asking prices and rising moving costs. Despite this, first-time buyers benefit from better affordability and a wider range of mortgage options, offering new chances to step onto the property ladder. 

Home insurance premiums and claims on the rise

Home insurance premiums are on the rise - largely due to rising expenses, higher property values and extreme weather. But there are still ways to keep your #insurance bill manageable. Read our article to find out more…

Bridging the wealth divide for future generations

The generational gap in wealth accumulation is stark due to evolving economic conditions and an ageing population. Younger generations hold just 4% of UK wealth. Planning ahead is key to protecting your family’s future and bridging the generational wealth divide. 

Fixed rate mortgage terms – weighing up flexibility and stability

Buy-to-let mortgage product availability hit a record high in February 2025, rising 25% year-on-year. Despite economic and regulation concerns, landlord confidence is growing, with many planning to expand portfolios and expecting better yields in the year ahead. 

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