Retirement planning isn’t just a maths problem

Financial planning for retirement is often viewed through a technical lens. Here, Dr Tom explores why advisers need to go beyond the spreadsheet.

As financial advisers, the focus is often on numbers, but true wealth involves living the life you want, with the resources available. In this article, discover how to help clients prioritise their health and wellbeing alongside financial planning.

More money doesn't always mean more happiness. This article explores the importance of weighing potential opportunities not just by salary, but by their impact on long-term happiness and financial wellbeing.

Reddit is growing as an unlikely source of investment advice - it's important to understand why, and how you can keep up.

This article explores the findings of NextWealth's Platforms Unpacked guide, sponsored by Aegon. By looking at how the platform market has developed in the past, we consider what it could look like in the future.

In this article, we discuss how multi-asset funds could be a potential answer to managing CGT liabilities.

Steven Cameron breaks down the Government’s Pensions Investment Review Final Report and explains the implications for workplace pensions, advisers and EBCs.

The Government called on financial services regulators to set out how they plan to support their growth agenda. Here's how they responded, with our thoughts and key takeaways.

From the new Labour Government to the Advice Guidance Boundary Review and life after Consumer Duty, our Pensions Director, Steven Cameron, reflects on 2025's key regulatory developments and explores his predictions for 2025.

Pension death benefits – don’t leave it too late