Insights

Mortgage payments set to rise for half a million

Many homeowners who took out a mortgage in 2020 currently hold deals with an average interest rate of 2.11%. But their five-year fixed rate deals are now coming to an end, so their payments could jump by £510 monthly. 

Navigating the great wealth transfer – what it means for you

With up to £7trn set to change hands across generations, the great wealth transfer is reshaping the future. Whatever your age, proactive planning and open family conversations are key to securing your financial goals. 

Economic Review – July 2025

Our latest Economic Review looks back on July - the UK economy continues to struggle with weak growth, surprise inflation increases and a cooling jobs market. Despite headwinds, interest rate cuts are still expected as policymakers weigh mixed data and softening demand heading into the second half of 2025. 

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. 

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Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.