Insights

Economic Review – September

7th October, 2025

Inflation stays at 18-month high   Data released last month by the Office for National Statistics…

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Is ‘financial independence’ a better option than retirement?

7th October, 2025

Retirement used to mean the end of working life, but that’s definitely no longer the…

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Gen X stash the cash

1st October, 2025

Nearly two in three Brits born between 1965 and 1980 hold ‘significant’ savings in cash,…

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A closer look at the ‘nearshoring’ trend

1st October, 2025

The pandemic, raised geopolitical tensions and supply chain shocks, have all forced companies to rethink…

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Commercial Property Review – September 2025

23rd September, 2025

City investment market update  The latest statistics from Savills offer an insight into the City…

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Who will inherit your pension?

17th September, 2025

One in six people with a partner admitted in a recent study1 that they ‘do…

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‘Squeezed middle’ falling into ‘protection gap’

17th September, 2025

People in their 30s and 40s are falling into the ‘protection gap,’ new research1 suggests,…

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Financial empowerment for retirement control

9th September, 2025

Building financial empowerment is all about the confidence that comes from knowing you are in…

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Joint, dual, individual: understanding your life insurance options

9th September, 2025

You’ve opened a joint bank account. You’ve signed up for a joint mortgage. So, a…

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Balancing family needs and your own financial freedom

2nd September, 2025

The ‘Bank of Mum and Dad’ (BOMAD) is well known to many aspiring or recent…

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Economic Review – August

2nd September, 2025

UK growth rate beats expectations Second quarter data released last month by the Office for…

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In the news – Wealth

26th August, 2025

IHT receipts continue to rise HMRC figures1 show the 2024/25 tax year saw a record…

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